{% extends 'base.html' %} {% load humanize %} {% block title %}Reports & Statements Dashboard{% endblock %} {% block extra_css %} {% endblock %} {% block content %}

Reports & Statements Dashboard

Comprehensive analytics and reporting for loan management

Last Updated: {{ dashboard_data.generated_at|date:"M d, Y H:i" }}
Portfolio Overview
{{ dashboard_data.summary_metrics.total_active_loans|floatformat:0 }}
Active Loans
KES {{ dashboard_data.summary_metrics.total_portfolio_value|floatformat:0|intcomma }}
Portfolio Value
KES {{ dashboard_data.summary_metrics.total_outstanding|floatformat:0|intcomma }}
Outstanding Amount
{{ dashboard_data.summary_metrics.collection_rate|floatformat:1 }}%
Collection Rate
{{ dashboard_data.summary_metrics.loans_due_today|floatformat:0 }}
Due Today
{{ dashboard_data.summary_metrics.overdue_loans|floatformat:0 }}
Overdue Loans
Client Growth & Loan Officer Performance
โŸณ
Total Active Clients
โŸณ
New Clients This Month
โŸณ
Active Loan Officers
โŸณ
Avg Clients/Officer
{% if dashboard_data.loans_due_today.loans %}
{% for loan in dashboard_data.loans_due_today.categorized.today|slice:":10" %} {% endfor %}
Loan # Borrower Phone Amount Due Product Action
{{ loan.loan_number }} {{ loan.borrower__first_name }} {{ loan.borrower__last_name }} {{ loan.borrower__phone_number|default:"N/A" }} KES {{ loan.outstanding_balance|floatformat:2|intcomma }} {{ loan.application__loan_product__name|default:"N/A" }} ๐Ÿ“ž Contact
{% else %}
โœ“
No loans due today

All loans are up to date!

{% endif %}
โš ๏ธ Delinquent Loans
{{ dashboard_data.delinquent_loans.summary.mild_delinquent_count }}
1-30 Days Overdue
{{ dashboard_data.delinquent_loans.summary.moderate_delinquent_count }}
31-60 Days Overdue
{{ dashboard_data.delinquent_loans.summary.severe_delinquent_count }}
60+ Days Overdue
{% if dashboard_data.delinquent_loans.loans %}
{% for loan in dashboard_data.delinquent_loans.loans|slice:":10" %} {% endfor %}
Loan # Borrower Phone Days Overdue Amount Overdue Severity
{{ loan.loan_number }} {{ loan.borrower__first_name }} {{ loan.borrower__last_name }} {{ loan.borrower__phone_number|default:"N/A" }} {{ loan.days_overdue.days }} days KES {{ loan.outstanding_balance|floatformat:2|intcomma }} {% if loan.days_overdue.days <= 30 %} Mild {% elif loan.days_overdue.days <= 60 %} Moderate {% else %} Severe {% endif %}
{% else %}
โœ“
No delinquent loans

All loans are current!

{% endif %}
๐Ÿช™ Processing Fees (Current Month)
๐Ÿ“Š View Report
KES {{ dashboard_data.processing_fees_current_month.summary.total_processing_fees|floatformat:0|intcomma }}
Total Fees
{{ dashboard_data.processing_fees_current_month.summary.total_loans_processed }}
Loans Processed
Interest Income (Current Month)
๐Ÿ“ˆ View Report
KES {{ dashboard_data.interest_income_current_month.summary.total_interest_income|floatformat:0|intcomma }}
Total Interest
{{ dashboard_data.interest_income_current_month.summary.total_loans }}
Interest Bearing Loans
KES {{ dashboard_data.registration_fees_current_month.summary.total_registration_income|floatformat:0|intcomma }}
Total Income
{{ dashboard_data.registration_fees_current_month.summary.total_registrations }}
Registrations
{{ dashboard_data.customer_requests_current_month.summary.pending_requests }}
Pending
{{ dashboard_data.customer_requests_current_month.summary.in_progress_requests }}
In Progress
{{ dashboard_data.customer_requests_current_month.summary.resolved_requests }}
Resolved
{% endblock %} {% block extra_js %} {% endblock %}