1.5 Stage Wise Details
This topic describes systematic instructions to display Stage Wise Details widget.
The Stage Wise Details widget allows the logged-in user to view the stage-wise details of the business process for their branch.
- On Home screen, click Dashboard.The Stages widget displays on Dashboard screen.
Each horizontal bar represents the Stage Group.
- Click a horizontal bar to represent a specific stage groupA pop-over displays an additional horizontal bar graph that shows the application count for each stage in that stage group.
For more information, refer to the stage description table below.
Table 1-5 Application stage group and its stages
Stage Group Stages Application Entry - Application Initiation
- Application Entry
- Application Enrichment
- Overdraft Limit Details
- Initial Funding
- Debit Assessment
- Manual Debit Assessment
Documents Application Documents Credit Assessment - Underwriting
- Assessment
- Manual Credit Assessment
- Manual Credit Decision
- Account Parameter
- Account Parameter Setup
- Supervisor Approval
Offer Issue Offer Issue Offer Accept/Reject - Customer Offer Accept/Reject
- Offer Accept/Reject
Offer Amendment Post Offer Amendment Final Approval - Account Approval
- Handoff Retry
- Open Account
Account Funding Account Funding - Hover over a horizontal bar for a specific stage to displays the following details.
- Phase Name
- Total Applications
- Click
to filter the data.The available options are:- Currency
- Branch
- Products
- Sub-Products
- Period
- Select Month
By default, the system displays the stage-wise details of the loans of the logged-in user for the current month. On selecting a product, the widget refreshes and fetches the values for the selected product type.
Parent topic: Dashboards
