{% extends 'base.html' %} {% load static %} {% block title %}Loan Officer Performance Dashboard{% endblock %} {% block extra_css %} {% endblock %} {% block content %}

Loan Officer Performance Dashboard

🔍 Filters
📊 Overall Performance Summary
{{ performance_data.officers_analyzed }}
Officers Analyzed
{{ performance_data.summary.total_clients|floatformat:0 }}
Total Clients
{{ performance_data.summary.total_loans|floatformat:0 }}
Total Loans
KES {{ performance_data.summary.total_disbursed|floatformat:0 }}
Total Disbursed
{{ performance_data.summary.avg_collection_rate|floatformat:1 }}%
Avg Collection Rate
{{ performance_data.summary.avg_default_rate|floatformat:1 }}%
Avg Default Rate
{% for officer in performance_data.performance_data %}
{{ officer.officer_name|slice:":2"|upper }}
{{ officer.officer_name }} {% if officer.rankings %} Rank #{{ officer.rankings.collection_rate_rank }} of {{ officer.rankings.total_officers }} {% endif %}
{{ officer.officer_role|title }} - {{ officer.branch }}
{{ officer.portfolio_metrics.total_clients }}
Total Clients
{{ officer.portfolio_metrics.active_loans }}
Active Loans
KES {{ officer.financial_metrics.total_disbursed|floatformat:0 }}
Total Disbursed
{{ officer.performance_ratios.collection_rate|floatformat:1 }}% {% if officer.performance_ratios.collection_rate >= 90 %} Excellent {% elif officer.performance_ratios.collection_rate >= 80 %} Good {% elif officer.performance_ratios.collection_rate >= 70 %} Average {% else %} Needs Improvement {% endif %}
Collection Rate
{{ officer.performance_ratios.default_rate|floatformat:1 }}% {% if officer.performance_ratios.default_rate <= 5 %} Excellent {% elif officer.performance_ratios.default_rate <= 10 %} Good {% elif officer.performance_ratios.default_rate <= 15 %} Average {% else %} High Risk {% endif %}
Default Rate
{{ officer.performance_ratios.approval_rate|floatformat:1 }}%
Approval Rate
Portfolio Quality
Collection Rate: {{ officer.performance_ratios.collection_rate|floatformat:1 }}%
PAR Ratio: {{ officer.performance_ratios.par_ratio|floatformat:1 }}%
Client Growth

New Clients (Period): {{ officer.portfolio_metrics.new_clients_period }}

Average Loan Size: KES {{ officer.financial_metrics.avg_loan_size|floatformat:2 }}

Outstanding Amount: KES {{ officer.financial_metrics.total_outstanding|floatformat:2 }}

{% empty %}
👥
No Performance Data Available

No loan officers found matching the selected criteria.

{% endfor %}
{% if performance_data.performance_data|length > 1 %}
Officer Performance Comparison
{% for officer in performance_data.performance_data %} {% endfor %}
Officer Branch Clients Active Loans Total Disbursed Collection Rate Default Rate PAR Ratio Approval Rate
{{ officer.officer_name }}
{{ officer.officer_role|title }}
{{ officer.branch }} {{ officer.portfolio_metrics.total_clients }} {{ officer.portfolio_metrics.active_loans }} KES {{ officer.financial_metrics.total_disbursed|floatformat:0 }} {{ officer.performance_ratios.collection_rate|floatformat:1 }}% {{ officer.performance_ratios.default_rate|floatformat:1 }}% {{ officer.performance_ratios.par_ratio|floatformat:1 }}% {{ officer.performance_ratios.approval_rate|floatformat:1 }}%
{% endif %}
{% endblock %} {% block extra_js %} {% endblock %}