A sacco staff member (with the appropriate user-role permissions) can view the savings overview dashboard(s) through the following steps:
Log into https://app.kwara.com/
Go to the savings page, at the top of the page, one can view the overview metrics for the sacco’s savings portfolio:
Total savings - sum total of member savings
Accrued interest - sum total of member accrued interest
Frequency of savings - Average frequency of savings across the sacco members
Average deposit per member - Average total savings deposits for the sacco’s members
These metrics are meant to inform at a glance how the sacco is performing.
To see the overall metrics for an individual savings account:
Scroll down to the savings account list and click on a member with an account in active status
At the top of the savings account page you will see the overview metrics for that account, this includes:
Savings product - This is the savings product being looked at
Interest rate - The interest rate generated by the product
Minimum deposit - The minimum accepted deposit per installment
Minimum opening balance - The minimum amount required to open the account
Member ID - The member ID for whom the saving’s account belongs to
Member name - The name of the member who owns the account