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)

Partners of Choice

Our top consulting Partners may be able to help you customize this Accelerator for your own business needs.

  • InterWorks - Tableau expertise from 8X Partner of the Year
  • IBM - Global Salesforce and Business Expertise
  • USEReady - Global team of modernization and analytics experts focused on Financial Services
  • Atrium - Regional Partner helps you make better decisions with CRM, AI, and Analytics
  • CoEnterprise - Deep Customer and Vendor insights with Tableau
  • Lovelytics - Data viz experts provide data strategy solutions and focus on Financial Services and Retail.

Tech Specifications

Supported Layouts

Works with

Tableau 2018.2 and later

Security and Legal