{% extends 'base.html' %} {% load static %} {% block title %}Enhanced Portfolio Analytics{% endblock %} {% block extra_css %} {% endblock %} {% block content %}
📈

Enhanced Portfolio Analytics

Advanced performance analysis with risk assessment and benchmarking

đŸ‘Ĩ Client Performance Benchmarking
{% if risk_alerts %}

âš ī¸ Risk Alerts & Notifications

{% for alert in risk_alerts %}
{% if alert.type == 'danger' %} âš ī¸ {% elif alert.type == 'warning' %} âš ī¸ {% else %} â„šī¸ {% endif %}

{{ alert.title }}

{{ alert.message }}

{% endfor %}
{% endif %}
Total Portfolio Value
KES {{ total_portfolio_value|floatformat:0|default:"0" }}
📈 {% if benchmarking_data.efficiency_metrics %} Avg: KES {{ benchmarking_data.efficiency_metrics.avg_portfolio_per_manager|floatformat:0 }} {% endif %}
đŸ’ĩ
Collection Rate
{{ avg_collection_rate|floatformat:1|default:"0" }}%
↑ {% if portfolio_comparison.industry_benchmarks %} Industry Avg: {{ portfolio_comparison.industry_benchmarks.avg_collection_rate|floatformat:1 }}% {% endif %}
Active Managers
{{ total_managers|default:"0" }}
đŸ‘Ĩ {% if benchmarking_data.efficiency_metrics %} Avg {{ benchmarking_data.efficiency_metrics.avg_clients_per_manager|floatformat:0 }} clients each {% endif %}
đŸ‘Ĩ
Risk Level
{% if portfolio_comparison.risk_distribution %} {{ portfolio_comparison.risk_distribution.high_risk }} {% else %}0{% endif %}
High risk managers
âš ī¸

📈 Collection Rate Trends

Risk Assessment

🏆 Portfolio Manager Performance Ranking

{% if manager_rankings %}
{% for manager in manager_rankings %}
{% if forloop.counter == 1 %}
{% elif forloop.counter == 2 %}
2
{% elif forloop.counter == 3 %}
3
{% else %}
{{ forloop.counter }}
{% endif %}

{{ manager.manager.get_full_name }}

{% if manager.performance_score >= 85 %} Excellent {% elif manager.performance_score >= 70 %} Good {% elif manager.performance_score >= 50 %} Average {% else %} Needs Improvement {% endif %}

{{ manager.manager.get_role_display }} â€ĸ Risk Level: {{ manager.risk_level|title }}

{{ manager.performance_score|floatformat:1 }}
Performance Score
{{ manager.total_clients }}
Clients
{{ manager.active_loans }}
Active Loans
{{ manager.collection_rate|floatformat:1 }}%
Collection Rate
{{ manager.default_rate|floatformat:1 }}%
Default Rate
KES {{ manager.total_outstanding|floatformat:0 }}
Outstanding
Collection Rate {{ manager.collection_rate|floatformat:1 }}%
Performance Score {{ manager.performance_score|floatformat:1 }}
{% endfor %}
{% else %}
📈

No Analytics Data

No portfolio manager data available for analysis.

{% endif %}
{% if portfolio_comparison and benchmarking_data %}

📊 Performance Distribution

{{ portfolio_comparison.performance_distribution.excellent }}
Excellent (95%+)
{{ portfolio_comparison.performance_distribution.good }}
Good (85-94%)
{{ portfolio_comparison.performance_distribution.average }}
Average (70-84%)
{{ portfolio_comparison.performance_distribution.poor }}
Poor (<70%)

Benchmarking Insights

{% if benchmarking_data.top_performers %}

⭐ Top Performers

{% for performer in benchmarking_data.top_performers %}
{{ performer.manager.get_full_name }} {{ performer.performance_score|floatformat:1 }}
{% endfor %}
{% endif %} {% if benchmarking_data.improvement_opportunities %}

↑ Improvement Opportunities

{% for opportunity in benchmarking_data.improvement_opportunities|slice:":3" %}
{{ opportunity.manager.get_full_name }} {{ opportunity.collection_rate|floatformat:1 }}%
{% endfor %}
{% endif %} {% if benchmarking_data.risk_managers %}

âš ī¸ High Risk Portfolios

{% for risk_manager in benchmarking_data.risk_managers|slice:":3" %}
{{ risk_manager.manager.get_full_name }} {{ risk_manager.default_rate|floatformat:1 }}%
{% endfor %}
{% endif %}
{% endif %}

📊 Manager Performance Comparison

{% endblock %}