A sacco staff member (with the appropriate user-role permissions) can view the loans overview metric dashboard(s) through the following steps:
Log into https://app.kwara.com/
Go to the loans page, at the top of the page, one can view the overview metrics for the sacco’s loans’ portfolio:
Gross loan portfolio - sum total of all sacco loans
Portfolio at risk - sum total of member accrued interest
Outstanding amounts - Sum total of loans outstanding
Late repayments - Number of loans that are late
These metrics are meant to inform at a glance how the sacco’s loan portfolio is performing
To see the overall metrics for an individual loans account:
Scroll down to the loans account list and click on a member with an account in active status
At the top of the loans account page you will see the overview metrics for that account, this includes:
Principal amount - The total principal amount of the loan
Principal balance - The principal amount remaining to be paid
Interest amount - Total interest amount due on the loan
Interest balance - Interest amount remaining to be paid
Loan product - The loan product type
Interest rate - The loans’ interest rate
Duration - Scheduled total duration (of months/years) to pay of the loan
Repayment frequency - Number of times the loans repayment are made per unit of time
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