Loan Portfolio Dashboard | Loan Management And Analysis

Описание: We built a loan portfolio dashboard for a private lending company that provided executives a clear, consolidated view of their portfolio.

The objective was to:
-Evaluate loan performance
-Monitor key risk indicators
-Analyze trends to optimize the portfolio

The dashboard enabled them to:
-Improve risk management
-Enhance lending strategies
-Control cash flow better

📩 𝐃𝐨𝐰𝐧𝐥𝐨𝐚𝐝 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐜𝐚𝐬𝐞 𝐬𝐭𝐮𝐝𝐲 𝐚𝐧𝐝 𝐠𝐚𝐭𝐡𝐞𝐫 𝐚𝐥𝐥 𝐢𝐧𝐬𝐢𝐠𝐡𝐭𝐬→ https://www.perceptive-analytics.com/...

0:00 – Introduction & Purpose of the Dashboard
0:45 – Dashboard Overview & Visualizations
2:06 – Key KPIs & Portfolio Insights
3:03 – Deep Dive: Bridge Loan Program & Action Plan

About Us:
Perceptive Analytics is an advanced analytics, generative ai, and business intelligence (Tableau, Power BI, Looker) company. For 20+ years, we’ve partnered with Fortune 500 and mid-sized companies to solve high-impact analytics challenges.

Our mission is : to enable businesses to unlock value in data. Each month, we curate the latest updates, insights, and trends for senior leaders in data analytics and AI.

Want a similar dashboard for your team?
Book a free consultation - https://calendly.com/perceptive-analy...

Know about us: https://lnkd.in/gtzNHqE3
Work with us: https://lnkd.in/gfugKip5

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