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Analytical - Loan Professionals Ratios

Loan Officers Ratios – this report shows summary information on specialist performance indicators for a specific period. It is generated for a period, can be filtered by the "Loan Officer" field values and divided into sub-periods:

  • week
  • month
  • quarter
  • year

The report contains the following indicators:

  • Number of active clients
  • For group lending
  • For individual lending
  • Number of active loans (at end of period)
  • For group lending
  • For individual lending
  • Number of loans issued
  • Number of repeat loans issued during the period
  • Number of new clients during the period
  • Amount of loans issued during the period
  • Working portfolio (at end of period)
  • Loan portfolio (at end of period)
  • Amount of active parallel loans
  • For group lending
  • For individual lending
  • Average size of loans issued during the period
  • Active overdue amount (at end of period)
  • Delinquency ratio (in %)
  • CGAP portfolio at risk percentage to loan portfolio
  • Central Bank portfolio at risk percentage to loan portfolio
  • Loan portfolio growth percentage for the period
  • Percentage of female clients
  • Number of clients who left during the period
  • Number of overdue loans (at end of period)
  • Number of overdue loans during the period
  • Principal amount written off during the period
  • Interest written off during the period
  • Penalties written off during the period
  • Fees written off during the period
  • Number of loans written off during the period
  • Amount of restructured loans during the period
  • Number of restructured loans during the period
  • Number of beginner clients during the period
  • Loan portfolio percentage by sectors: manufacturing, trade, services