The Executive Dashboard offers a high-level, demonstrative overview of the financial institution's SME deposit and credit positions, including key account and client metrics.
The Portfolio Analysis for Deposits dashboard provides a detailed, segmented overview of the deposit portfolio composition, allowing users to analyze seven key metrics through various attributes and visualizations.
The Portfolio Analysis for Credit dashboard provides a segmented overview of the credit portfolio composition, enabling detailed analysis of four core metrics using various attributes and visualizations.
The Overdraft Performance for Deposits dashboard delivers a segmented analysis of deposit overdraft levels, detailing the value and number of overdrawn accounts using demonstrative data.
The Applications for Credit dashboard provides a segmented overview of the credit application process, analyzing five key metrics related to application volume, value, and disbursement.
The Rejected Credit Applications dashboard tracks and segments credit application rejection rates based on various attributes, including the specific reason for denial.
The Credit Performance dashboard tracks and segments the level of Non-Performing Loans (NPLs) for SME businesses, offering both simplified and detailed delinquency analyses.
The Credit Applications Efficiency dashboard tracks and segments the demonstrative timeline and efficiency across various stages of the credit application process.
Developed by Dalberg, ConsumerCentriX, and GSG Impact with support from Argidius Foundation and Growth Firms Alliance (GFA).* We also want to thank the participating institutions and banks involved in the resources development and refinement including Aceli Africa, Asian Development Bank, Agence Française de Développement, BAC Credomatic, Banco Industrial, Bank of Punjab, BFA, BRAC Bank, BSF, European Bank for Reconstruction and Development, Entrepreneurial Development Bank (FMO), Deutsche Gesellschaft für Internationale Zusammenarbeit (GIZ), IDB Invest, IFC, Kenya Commercial Bank, NABII Zambia, Sagana, Swiss Capacity Building Facility, Swedish International Development Cooperation Agency, SME Finance Forum, Stanbic Bank, TechnoServe, and the We-Fi – Women Entrepreneurs Finance Initiative.Note: (*) It does not necessarily reflect the views of other GFA sponsors, who did not participate in its development.)