1.5 Loan Pipeline

This topic describes systematic instructions to display Loan Pipeline dashboard.

The Loan Pipeline dashboard allows the logged-in bank user, who could be a Loan Officer or a Loan Head, to view the stage-wise details of the loans for their branch.

Specify User ID and Password, and login to Home screen.

1. On Home screen, click Dashboard.
   The Loan Pipeline dashboard displays on Dashboard screen.

   Figure 1-14 Loan Pipeline

   
   

   
   Description of "Figure 1-14 Loan Pipeline"

   
   
2. Click Filter icon to filter the data.
   The available options are:

   • Currency
   • Sub-Products
   • Period

   By default, the system displays the stage-wise details of the loans of the logged-in user for the current month.