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Overview

The Dashboard (also called the Command Center) is your home base for monitoring and managing your microfinance operations. It provides a comprehensive view of key metrics, recent activities, and quick access to common tasks.
The dashboard automatically refreshes data and adapts its view based on your role: Admin, Supervisor, or Credit Officer.

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Dashboard Layout

The dashboard is organized into several key sections:

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Header Section

Personalized greeting with:
  • Time-based welcome message (Good Morning/Afternoon/Evening)
  • Current date with full calendar display
  • Quick Action Buttons:
    • Refresh dashboard data
    • Add new member
    • Create new loan
Switch between different dashboard views:
  • Overview - Complete operational snapshot
  • Loans - Loan-focused metrics
  • Members - Member management data

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Key Metrics Cards

The dashboard displays real-time statistics across multiple cards:

Union Members

Total registered members with month-over-month growth percentage

Active Loans

Currently active loan count with growth trend

Pending Approvals

Loans awaiting supervisor approval

Overdue Loans

Count of loans past their due date

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Financial Metrics

Total Revenue (This Month)

Sum of all loan principal amounts disbursed this monthDisplays growth percentage compared to last month

Repayments (This Month)

Total payments collected in the current monthShows collection trend and growth rate

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Performance Indicators

Today's Collections

Real-time payments received today across all unions

Approval Rate

Percentage of loans approved vs. rejectedCalculated as: (Approved Loans / Total Processed) × 100

Collection Rate

Repayment performance metricCalculated as: (Total Repaid / Total Revenue) × 100

Average Loan Amount

Mean principal amount per active loan

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Interactive Features

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Union Collections Chart

Available to all staff roles. Admins and Supervisors can filter by specific officers or unions.
The Union Collections chart displays:
  • Daily collection trends
  • Union-specific performance
  • Filterable date ranges
  • Visual representation of payment patterns

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Recent Loans Table

Displays the 5 most recently created loans with:
  • Loan number and member name
  • Principal amount formatted in Naira (₦)
  • Status badge with color coding:
    • 🟢 Active - Loan is being repaid
    • 🟠 Pending Approval - Awaiting supervisor
    • 🟡 Approved - Ready for disbursement
    • 🔵 Completed - Fully repaid
    • 🔴 Defaulted - Payment failure
    • ⚫ Draft - Not yet submitted
Click any loan to view full details and repayment schedule

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Recent Members Section

Shows the 5 newest registered union members:
  • Member initials in avatar
  • Full name and contact info
  • Registration date
  • Member code (if assigned)

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Overdue Payments Alert

The overdue section appears prominently when payments are past due
Displays:
  • Borrower name and loan number
  • Amount due in Naira
  • Days overdue
  • Quick action to view schedule

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Top Performing Unions (Admin Only)

Ranked list showing:
  • Union name and position
  • Number of active loans
  • Total collections (revenue)
  • Visual ranking badges (🥇 Gold, 🥈 Silver, 🥉 Bronze)

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Role-Based Views

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Administrator View

Sees all data across the entire system:
  • All unions and credit officers
  • Complete loan portfolio
  • System-wide metrics
  • Top performing unions

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Supervisor View

Sees data for their assigned credit officers:
  • Officers under their supervision
  • Unions managed by their team
  • Loans in their territory
  • Approval queue

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Credit Officer View

Sees only their assigned data:
  • Their own unions
  • Members in their unions
  • Loans they’ve created or manage
  • Their repayment collections

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Quick Actions Menu

Access common tasks directly from the dashboard:
1

Add Member

Navigate to customer creation form
2

New Loan

Open loan application wizard
3

Record Payment

Go to repayment entry page
4

View Reports

Access supervisor analytics

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Dashboard Statistics Calculation

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Revenue Metrics

// Monthly Revenue (This Month)
monthlyRevenue = loans
  .filter(loan => loan.createdAt >= startOfMonth)
  .reduce((sum, loan) => sum + loan.principalAmount, 0)

// Growth Calculation
revenueGrowth = ((currentMonth - lastMonth) / lastMonth) × 100

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Collection Rate

collectionRate = (totalRepayments / totalRevenue) × 100

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Approval Rate

approvalRate = (approvedLoans / totalProcessedLoans) × 100
// where processedLoans = APPROVED + REJECTED statuses

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Interactive Tour

New users automatically see an interactive Command Center tour on first login
The tour highlights:
  1. Command Center overview - Understanding your metrics
  2. Sidebar navigation - Accessing different modules
  3. Quick actions - Common daily tasks

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Starting the Tour Manually

1

Desktop

Click your profile icon → Select “Take Tour”
2

Mobile

Tap profile menu → Choose “Interactive Tour”

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Refresh and Real-Time Updates

The dashboard provides multiple ways to refresh data:
  • Data automatically loads on login
  • Refreshes when navigating back to dashboard
  • Updates after completing major actions
Click the Refresh button in the header to reload all metrics and recent activity

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Best Practices

Start Your Day

  1. Check pending approvals
  2. Review overdue payments
  3. Note today’s collection targets

Monitor Performance

  1. Track approval rates
  2. Monitor collection trends
  3. Identify at-risk loans

Take Quick Actions

Use dashboard shortcuts for frequent tasks instead of navigating through menus

Review Growth

Compare month-over-month metrics to identify trends and opportunities

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Troubleshooting

  1. Check your internet connection
  2. Click the Refresh button
  3. Clear browser cache (F5 or Ctrl+R)
  4. Log out and back in
  1. Verify your role permissions
  2. Check active filters
  3. Confirm date range settings
  4. Contact your administrator
Some sections are role-specific. The “Top Unions” section is only visible to Administrators.
Use keyboard shortcuts for faster navigation:
  • Ctrl + F - Search on page
  • F5 - Refresh dashboard
  • Esc - Close modal windows

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Summary

The Dashboard provides:
  • ✅ Real-time operational metrics
  • ✅ Role-based data filtering
  • ✅ Quick access to common tasks
  • ✅ Visual performance indicators
  • ✅ Alerts for critical items
  • ✅ Recent activity tracking

Next Steps

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