{% extends 'base.html' %} {% load static %} {% block title %}Portfolio Management Dashboard{% endblock %} {% block content %}

Portfolio Management

Manage client assignments and portfolio performance

👥 Portfolio Managers Performance

{% if manager_stats %}
{% for stats in manager_stats %}
{{ forloop.counter }}
{{ stats.manager.first_name|first }}{{ stats.manager.last_name|first }}

{{ stats.manager.get_full_name }}

{{ stats.manager.get_role_display }}

{{ stats.total_clients }}
Clients
{{ stats.active_loans }}
Active Loans
{{ stats.total_disbursed|floatformat:0 }}
Disbursed
Collection Rate {{ stats.collection_rate|floatformat:1 }}%
{% if stats.default_rate %}
Default Rate {{ stats.default_rate|floatformat:1}}%
{% endif %}
{% endfor %}
{% else %}
👥

No Portfolio Managers

No portfolio managers found in the system.

{% endif %}
{% if unassigned_clients_list %}

Unassigned Clients ({{ unassigned_clients_list.count }})

{% for client in unassigned_clients_list|slice:":9" %}

{{ client.get_full_name }}

{{ client.email|default:"No email" }}

{{ client.phone_number|default:"No phone" }}

Assign
{% endfor %}
{% if unassigned_clients_list.count > 9 %} {% endif %}
{% endif %}
{% endblock %}