MIS Dashboard
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).
- < STRONG > 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.
MAXMONEY Developed by MYCOMAX MICROFINANCE
SOLUTIONS. Novamesh 18/06/2026