Analytics

Review disbursements, collections, overdue loans, and branch performance.

Workflow

  1. 1

    Choose the view

    Use overview, branches, disbursements, overdue, or repayments for the question at hand.

  2. 2

    Set the right period

    Confirm dates and branch context before interpreting trends or comparisons.

  3. 3

    Investigate exceptions

    Open source records and audit history before acting on unusual figures.

See it in Adili

Follow the screen, step by step

The examples use safe training data. Names and amounts in your account will be different.

Choose the view

1 Choose the view

What to do

  1. 1. Use overview, branches, disbursements, overdue, or repayments for the question at hand.

You should see

The reporting period is set.

Set the right period

2 Set the right period

What to do

  1. 1. Confirm dates and branch context before interpreting trends or comparisons.

You should see

The correct branch or institution is selected.

Investigate exceptions

3 Investigate exceptions

What to do

  1. 1. Open source records and audit history before acting on unusual figures.

You should see

Material variances were investigated.