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Generate Portfolio Snapshots

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Snapshot Generation Options
Date to generate snapshots for
Check this to overwrite existing snapshots for the selected date
Information
â„šī¸ About Portfolio Snapshots

Portfolio snapshots capture comprehensive performance metrics for each portfolio manager, including:

  • Client and loan counts
  • Financial metrics (disbursed, outstanding, collected)
  • Risk indicators (PAR, default rates)
  • Performance scores and growth rates
âš ī¸ Important Notes
  • Snapshots are typically generated automatically daily
  • Manual generation should only be used for missing dates or corrections
  • Performance alerts will be sent based on calculated health scores
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