Banking Loans | Tableau Exchange

Banking Loans

by Tableau


The Tableau Accelerator for Banking Loans gives you a jumpstart to data-driven insights for tracking your loans and analyzing the revenue generated or their delinquency. Loan managers can use this Accelerator to better understand overall loan performance and assess the risk of loan default.

Answer key business questions

  • What volume of loans do we manage?
  • What is our new business?
  • How much revenue have our loans generated?
  • What are our top loan types?
  • What are our delinquent and default loans?

Monitor and improve KPIs

  • Total Liabilities
  • Nb Loans
  • Total New Loans
  • Nb New Loans
  • Full Loan Amount
  • Full Loan Interests
  • Full Loan Fees
  • Total Amortization
  • Total Interests
  • Total Fees
  • Total Revenue
  • Revenue Rate
  • Nb Delinquent Loans
  • Loan Delinquency Rate
  • Total Delinquent Loans
  • Nb Loan Defaults
  • Loan Default Rate
  • Total Loan Defaults

Required attributes

  • Month Snapshot (date)
  • Borrower (string)
  • Branch (string)
  • Loan # (string)
  • Loan Start Date (date)
  • Loan End Date (date)
  • Loan Type (string)
  • Loan Amount (total) (numeric)
  • Loan Interests (total) (numeric)
  • Loan Fees (total) (numeric)
  • Is Delinquent Loan (string) (Contains "Y" if the Loan is Delinquent, "N" else)
  • Is Default Loan (string) (Contains "Y" if the Loan is Default, "N" else)
  • Client Liabilities (end of month) (numeric)
  • Loan Interests (for the month) (numeric)
  • Loan Fees (for the month) (numeric)
  • Loan Amortization (for the month) (numeric)

Tech Specifications

Supported Layouts

Security and Legal