{% extends 'base.html' %} {% load static %} {% block title %}Client Reports - Haven Grazuri Investment Limited{% endblock %} {% block extra_css %} {% endblock %} {% block content %}

📊 Client Portfolio & Growth

Client acquisition, growth trends, and portfolio analytics

🔍 Filters

{% if is_admin %}
{% endif %}
Clear Filters
Total Clients
{{ client_metrics.total_clients|default:0 }}
New This Month
+{{ client_metrics.new_clients_this_month|default:0 }}
Growth Rate
{{ client_metrics.growth_rate|floatformat:1|default:"0.0" }}%
Loan Penetration
{{ client_metrics.loan_penetration_rate|floatformat:1|default:"0.0" }}%
Clients with Loans
{{ client_metrics.clients_with_loans|default:0 }}
New Last Month
{{ client_metrics.new_clients_last_month|default:0 }}
Total Outstanding
KES {{ client_metrics.total_outstanding|floatformat:0|default:"0" }}

👥 Gender Distribution

{% with total=client_metrics.total_clients|default:1 %}
Male
{% if demographic_distribution.gender.Male > 0 %} {{ demographic_distribution.gender.Male }} {% endif %}
{{ demographic_distribution.gender.Male|default:0 }}
Female
{% if demographic_distribution.gender.Female > 0 %} {{ demographic_distribution.gender.Female }} {% endif %}
{{ demographic_distribution.gender.Female|default:0 }}
Other
{% if demographic_distribution.gender.Other > 0 %} {{ demographic_distribution.gender.Other }} {% endif %}
{{ demographic_distribution.gender.Other|default:0 }}
{% endwith %}

💼 Loan Status Distribution

{% with total=client_metrics.total_clients|default:1 %}
With Loans
{% if demographic_distribution.loan_status.With\ Active\ Loans > 0 %} {{ demographic_distribution.loan_status.With\ Active\ Loans }} {% endif %}
{{ demographic_distribution.loan_status.With\ Active\ Loans|default:0 }}
Without Loans
{% if demographic_distribution.loan_status.Without\ Loans > 0 %} {{ demographic_distribution.loan_status.Without\ Loans }} {% endif %}
{{ demographic_distribution.loan_status.Without\ Loans|default:0 }}
{% endwith %}

📈 Client Growth Trends (Last 6 Months)

{% if growth_trends %}
{% for trend in growth_trends %} {% endfor %}
Month New Clients Cumulative Total
{{ trend.month }} +{{ trend.new_clients }} {{ trend.cumulative_total }}
{% else %}

No growth data available

{% endif %}

💰 Top Clients by Portfolio Size

{% if top_clients %}
{% for client in top_clients %} {% endfor %}
Rank Client Name Phone Number Active Loans Total Disbursed Outstanding Member Since
{{ forloop.counter }} {{ client.name }} {{ client.phone_number }} {{ client.total_loans }} KES {{ client.total_disbursed|floatformat:0 }} KES {{ client.total_outstanding|floatformat:0 }} {{ client.date_joined }}
{% else %}

No client data available

{% endif %}
{% endblock %}