1. Alerts and Dashboards User Guide (US Regionalization)
  2. Dashboards
  3. Stage Wise Loan Details

1.5 Stage Wise Loan Details

This topic describes systematic instructions to display Loan Pipeline dashboard.

The Stage Wise Loan Details dashboard allows the logged-in bank user, who could be a Loan Officer or a Loan Head, to view the stage-wise details of the loans for their branch.
Specify User ID and Password, and login to Home screen.
  1. On Home screen, click Dashboard.
    The Stage Wise Loan Details dashboard displays on Dashboard screen.

    Figure 1-14 Stage Wise Loan Details


    Description of Figure 1-14 follows
    Description of "Figure 1-14 Stage Wise Loan Details"

  2. Click Filter icon to filter the data.
    The available options are:
    • Currency
    • Sub-Products
    • Period

    By default, the system displays the stage-wise details of the loans of the logged-in user for the current month.

Parent topic: Dashboards