The Management Information System (MIS) Dashboard is a powerful module in MAXMONEY designed to give you a clear, at-a-glance summary of your key business performance indicators.

It provides a consolidated view of your microlending operations over a specific week, month, or any custom date range. With the MIS Dashboard, you can instantly track metrics related to new loans, client growth, revenue, arrears, system usage, and more, all from a single screen.

2. Activating the MIS Dashboard Module

To use the MIS Dashboard, the module must first be activated for your account. A monthly fee is applicable for this feature.

Here is the process for activation:

1. Request the Module: Contact Mycomax support or your account manager to request the activation of the MIS Dashboard module.
2. Receive Quote: Mycomax will provide you with a quote for the monthly fee.
3. Accept Quote: Once you accept the quote, the process will continue.
4. Activation and Invoicing: Mycomax will enable the module for your MAXMONEY account and will invoice you for the monthly costs.
5. Guided Setup: A Mycomax Support representative will guide you through the initial setup and demonstrate how to use the dashboard effectively.

3. Initial Configuration (One-Time Setup)

Before users can view the dashboard, an administrator must perform a one-time setup in both MAXADMIN and MAXMONEY.

3.1. Administrator Setup (MAXADMIN)

This step links the MIS Dashboard module to your business entity.

1. Enable the Module on a Product:

   • Navigate to MAXADMIN > MAXMONEY Products.
   • Set up the MIS Dashboard module as required.

2. Assign the Product to Your Entity:

   • Navigate to MAXADMIN > Legal Entity.
   • Search for and Edit your business entity.
   • In the product section, search for and select the MIS Dashboard product.
   • Save the changes.

3.2. User Role Setup (MAXMONEY)

This step grants your staff access to view the dashboard.

1. Add Dashboard to a Role:

   • Navigate to MAXMONEY > Setups > Security > Roles.
   • Select the desired user role (e.g., 'Manager', 'Administrator') and click Edit.
   • Under the available permissions, find and enable the MIS Dashboard permission.
   • Save the role.

2. Assign Role to Users:

   • Navigate to MAXMONEY > Setups > Security > Users.
   • Select the user you wish to grant access to and click Edit.
   • Ensure the user is assigned the role you modified in the previous step.

4. Using the MIS Dashboard

Once configured, the MIS Dashboard is ready to use.

4.1. Accessing the Dashboard

Navigate to the MIS Dashboard within your MAXMONEY application. It is typically found under a 'Dashboard' or 'Reporting' menu.

4.2. Filtering Your View

The dashboard is interactive. Use the filters at the top of the screen to control the data you see:

• Display by: Shows values for the entire business entity or a specific branch.
• Branch: Select a specific branch to view its data. Click Refresh after making a selection.
• From and To Date: Select a custom date range for the report. Click Refresh to apply the new dates.

5. Dashboard Metrics Explained

The dashboard is divided into several sections, each displaying key metrics. The data shown reflects the date range and branch selected in the filters.

5.1. Summary

This section provides a high-level overview of your core business activities for the selected period.

• New Clients: Total number of new clients created.
  • Verification: Corresponds to the Client Detail report.
• New Loans: Total number of new loans issued (excludes 'Application' and 'Not Approved' statuses).
  • Verification: Corresponds to the Loan Detail report.
• Total New Loan Amount: The sum of the principal amounts for all new loans.
  • Verification: Corresponds to the Loan Detail report.
• Total Amount Disbursed: The total capital paid out for new loans (excludes cancelled loans).
  • Verification: Corresponds to the Loan Detail report.
• Total Outstanding Amount Due: The total outstanding balance of all loans (Active, Paid, Written Off, Non-Performing).
  • Verification: Corresponds to the Loan Outstanding Balances report.
• Total Amount in Arrears: The total overdue amount for all active and non-performing loans with a due date before the end of the selected period.
  • Verification: Corresponds to the Loan Instalment Detail report.
• Total Amount in Arrears for period: The total amount of instalments that went into arrears within the selected period.

5.2. Merchant Metrics

This section details transactional and operational volumes for the period.

• Total No of Receipts: A count of all successful, non-reversed payment receipts. Reversed transactions and their original counterparts are both excluded from this count.
• Total Value of Receipts: The total monetary value of all successful, non-reversed receipts.
• Total Value of Instalments Expected: The total value of all loan instalments that were due within the period.
• Total No of Loans Registered at CSP: Total count of active loans with Maxcollect payment instructions created during the period.
• Total No/Value of Payments to 3rd party: The total count and monetary value of payments made to third parties.
• Total No of Loans Written Off: Total number of loans classified as bad debt.
  • Verification: Corresponds to the Bad Debt Written Off Report.
• Total Value Written Off: Total principal amount of loans classified as bad debt.
  • Verification: Corresponds to the Bad Debt Written Off Report.
• Total No of Credit Checks: The combined total of all credit checks performed across all bureaus (Compuscan, VeriCred, XDS).
• Total No of MAXUPs: The number of clients subscribed to the MAXUP product.
• Total MAXUP Monthly Fee Value: The total value of monthly fees generated from MAXUP subscriptions.

5.3. Communication & System Usage

This section tracks system usage and communication credits.

• Total No of SMSs Sent: Total number of individual SMS messages sent (not SMS credits used).
• Total No of Emails Sent: Total number of emails sent via MaxMail.
• Total No of MAXAVRs: The total number of Automated Voice Recordings (MAXAVR) generated.
• Total No MAXMEDIA: The total number of photos uploaded for client profiles or loans.
• Total No of Reports Generated: The number of reports generated by users in the system.
• Total No of Logins: The total number of user logins to the system.
  • Verification: Corresponds to the User Login Statistics Report.
• Total No of Bookkeeping Entries: The total number of new financial transaction entries created.
• SMS Credits Left: Your current available balance of SMS credits.
• SMS Monthly Limit: Your total SMS credit limit for the month.
• Email Credits Left: Your current available balance of email credits.
• Email Monthly Limit: Your total email credit limit for the month.