This template will provide banks with smart insights on the overall performance of your loan products over a particular period. It showcases your weighted rate of return trends along with the contribution of various loan types, regions, branches and channels towards the overall growth. It analyzes the input data and presents insights in the form of visual dashboards and narrative-based insights.
The template is designed to help sales teams to analyze the performance of their teams in terms of loan disbursement, and take necessary steps to steer the sales efforts towards achieving the company goals.
It answers questions such as:
- How is the overall performance of your teams in the current period in terms of the total number of loans disbursed?
- What is the overall weighted rate of return (Weighted IRR) trend for the current period?
- What is the change in the disbursal amount in the current period?
- Which are the top growing/declining regions in terms of the total disbursal amount?
- Which loan type witnessed a growth/decline in terms of the disbursal amount?
- Which regions have the most/least contribution towards the total disbursal amount?
- Which are the top growing/declining branches in terms of performance?
- Which channels have contributed the most/least towards the total disbursal amount?
To use this template, simply download it, connect/upload your data to the dashboard, and run the report, all in just a few clicks.