Using Dashboards

Overview

This guide covers viewing and interacting with Business Intelligence dashboards in the Admin Panel. Dashboards provide real-time analytics and reporting for monitoring lending operations.

Navigation: BI (main menu)

Business intelligence dashboard powered by Apache Superset

Accessing Dashboards

BI Menu

1. Click BI in the main menu

2. System displays the dashboard assigned to your role

Note: Dashboard access is role-based. Administrators configure which dashboard is visible for each role via the BI Catalog. You will see the dashboard assigned to your role, or no dashboard if none is configured.

Refreshing Data

To update dashboard with latest data:

1. Click Refresh Dashboard action

2. System refreshes data from source

3. New timestamp displays showing last update time

Interactive Demo

Dashboard Components

Chart Types

Dashboards may include various visualizations:

• Line Charts: Trend analysis over time

• Bar Charts: Comparative metrics

• Area Charts: Volume visualization

• Pie Charts: Distribution analysis

• Tables: Detailed data views

• KPI Cards: Key metric summaries

Filters

Many dashboards include interactive filters:

• Date range selectors

• Product filters

• Status filters

• Custom dropdown filters

To use filters:

1. Locate filter controls (typically at top of dashboard)

2. Select desired values

3. Dashboard updates automatically

Drill-Down

Some charts support drill-down for detailed analysis:

1. Click on a chart element (bar, slice, point)

2. View detailed breakdown

3. Navigate back to summary view

Common Dashboard Types

Executive Dashboard

Overview of key metrics:

• Portfolio health indicators

• Volume and growth trends

• Performance vs. targets

• Exception highlights

Operational Dashboard

Day-to-day operational metrics:

• Application pipeline status

• Processing queue volumes

• User productivity metrics

• System performance

Risk Dashboard

Risk monitoring and analysis:

• Delinquency rates and trends

• Concentration analysis

• Early warning indicators

• Covenant compliance status

Sales Dashboard

Sales and marketing metrics:

• Application conversion rates

• Product performance

• Channel effectiveness

• Pipeline analysis

Interacting with Dashboards

Exporting Data

If export is available:

1. Click on chart export option

2. Select format (CSV, Excel, PNG)

3. Download file

Sharing Dashboards

To share dashboard insights:

• Export chart as image

• Schedule report delivery (via Superset admin)

Best Practices

Daily Monitoring

• Review dashboards each morning

• Note significant changes or anomalies

• Take action on exception indicators

• Document insights and observations

Effective Dashboard Use

• Understand what each metric represents

• Know the data refresh frequency

• Use filters to focus on relevant data

• Cross-reference with operational data

Troubleshooting

Dashboard Not Loading

Possible causes:

• Network connectivity issues

• Superset server unavailable

• Browser compatibility

• Session timeout

Resolution: Refresh page, check network, try different browser, re-login if needed.

Data Appears Incorrect

Possible causes:

• Data not yet refreshed

• Filter applied unexpectedly

• ETL process delay

• Data quality issue in source

Resolution: Check data timestamp, click Refresh Dashboard, clear filters, report if persistent.

Charts Missing

Possible causes:

• Dashboard updated in Superset

• Data source issues

Resolution: Contact administrator to verify dashboard configuration.

No Dashboard Visible

Possible causes:

• No dashboard assigned to your role

• BI Catalog not configured

Resolution: Contact administrator to configure dashboard for your role.

Related Configuration

• BI Catalog Management (Setup)

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For additional support, consult your supervisor or system administrator.