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Total Disbursed
Total Received
Active Loans
Customers
Recent Activities - Activity Details
Last 7 Days Activities
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Customer
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OPS Lead
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Customers List
View all Customers and their details
| Name | Signup Date | Business | OPS Lead | Disbursed | COST OF FINANCING | Disbursal Stats | Status | Verification | Actions | ||
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Disbursals:
Received:
Outstanding:
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Aadhaar:
PAN:
UPI:
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Disbursals List
View all Disbursals and their details
| ID | Name | OPS Lead | Business | Disbursed Date | Disbursed | Payback | Daily Payment | Received | Loan Term | Outstanding | Status | Actions |
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Operations Team
Team Members Performance Metrics
| Team Member | Contact | Total Disbursals | Customers | Active/Closed Loans | At-Risk Loans | Disbursed | Payback | Received | Outstanding | Repayment Rate |
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QR Code Data
OPS Leads QR Codes
| Name | Language | Phone | City | QR Code |
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Total Disbursed
Approved Disbursals
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Avg Disbursal Size
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Declined Disbursals
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Disbursals Today
Disbursals Yesterday
Disbursals Last 7 Days
Disbursals This Month
Disbursal Requests
Pending Disbursal Requests Awaiting Approval
| ID | Customer | Amount | Request Date | Business | OPS Lead | Business Location | Term | Field Visit | Actions | |
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Disbursal Trend - Last 6 Months
Monthly Disbursal Amount and Count
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Disbursals
Disbursed History
| ID | Customer | OPS Lead | Business Location | Disbursed On | Amount | Business | Term | Daily Payment |
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Total Grace Given
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Total Buffer Given
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Avg Grace Per Customer
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Grace Declined
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Grace/Buffer Today
Grace/Buffer Yesterday
Grace/Buffer Last 7 Days
Grace/Buffer This Month
Grace Period Requests
Pending grace period requests awaiting approval
| ID | Customer | Type | Request Date | Purpose | OPS Lead | Term | Daily Payment | Grace Used | Buffer Used | Actions |
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Grace/Buffer Period Trend - Last 6 Months
Monthly Grace Count and Customer Count
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Grace/Buffer Period Approved
Approved grace and buffer periods with important details
| ID | Customer | OPS Lead | Payment Date | Approved Date | Type | Purpose | Term | Daily Payment | Comment | |
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Today's Repayment
Week's Repayment
Month's Repayment
Overall Repayment Rate
Payment Heatmap - All Customers
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Repayment Trend - Last 6 Months
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Repayments History
Repayment Records with Customer and their Loan details
| ID | Customer | Payment Date | Paid On | OPS Lead | Business | Term | Daily Payment | Amount | Type |
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LMS Management
Manage Loan Master records
Add New LMS Record
LMS Records
| Image | Plan | Loan Term | Payback Term | Interest | Platform Fee | N-Score Amount | N-Score Min | N-Score Max | Is Active | Actions |
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Loading performance data...
Investment
Investment
Total capital allocated into the lending pool for this pilot.
Disbursals
Disbursals
Total amount of loans disbursed to customers in this pilot.
Expected Payback
Expected Payback
Total amount expected to be received from all active loans based on their terms.
Payment In Hand
Payment In Hand
Cash currently available with operations team for disbursements and operations.
Net Asset Position
Net Asset Position
Reflects the net value of the system after accounting for exposure, operations cash, and lending pool.
Formula:
Money With Ops + Payback Exposure − Lending Pool
Return on Loan Portfolio (ROLP) Formula:
Net Asset Position ÷ Investment
Recycle Factor
Recycle Factor
Measures how many times the capital has been recycled through the lending process.
Return on Loan Portfolio (ROLP)
Return on Loan Portfolio (ROLP)
Return on Loan Portfolio calculated from Net Asset Position.
Formula:
Net Asset Position ÷ Investment
Monthly ROI on Lending Pool
Monthly ROI on Lending Pool
Shows monthly return on the lending pool based on current gains and exposure.
Formula:
((Payback Exposure + Money With Ops − Lending Pool) ÷ Lending Pool) ÷ 3
Amount Received
Amount Received
Total rupee amount collected from customers towards loan repayment in this pilot. This includes all payments made by customers to settle their dues.
Pending Payback
Pending Payback
Amount still pending to be received from customers (Expected Payback - Amount Received).
Critical Loans
Critical Loans
Number of loans with critical payment status - customers who have missed more than 3 days of payments. These are high-priority cases requiring immediate attention.
Critical Amount
Critical Amount
Total outstanding payback amount for all critical loans. This represents the remaining amount (payback amount minus received amount) for customers who have missed more than 3 days of payments.
No of App Downloads
No of App Downloads
Total number of mobile app downloads for this pilot.
No. of KYC's Done
No. of KYC's Done
Total number of Know Your Customer (KYC) verifications completed in this pilot.
Note: KYC is completed when Aadhaar verification is done.
Customer Count
Customer Count
Total number of unique customers who have taken loans from us in this pilot.
Note: Only includes customers with at least one disbursed loan.
Active Loans
Active Loans
Number of loans currently active and not yet completed.
Total Requests
Visits Done
Visits Pending
Visits Declined
Field Visit Today
Field Visit Yesterday
Field Visit Last 7 Days
Field Visit This Month
Field Visit for Disbursal Requests
Field Visit Requests and Status
| ID | Customer | Contact | Purpose | Amount | Payback | OPS Lead | NScore | Address | UPI | Business Location | Status | Requested Date | Actions |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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Please assign an OPS Lead first
Completed
Declined
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Field Visit Trend
Monthly Field Visit Count
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Select OPS Lead
Loan ID:
Current OPS Lead:
Visit Done
Completed Field Visits
| ID | Customer | Contact | Purpose | Amount | Payback | OPS Lead | NScore | Address | UPI | Business Location | Status | Requested Date | Field Visit On | Field Visit By |
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No completed visits found
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Loading daily tracking data...
Expected Amount Today
payments
Received Amount
transactions
Pending Amount Today
Outstanding payments
New Opportunities
Onboarded today
Disbursals
loans
Closed Loans
Loans closed today
AROD Loans
loans
Payment Trend (Last 7 Days)
Customer & Loan Trend (Last 7 Days)
Daily Activities
| Date | Customer | OPS Lead | Amount | Type | Status | Message |
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