Credit Union – Loan Performance Dashboard

What is a Loan Performance Dashboard? Loan Performance Dashboards are considered operational analysis tools and are used by executives and loan product managers to monitor trends in approvals and defaults and compare loan metrics across credit union branches. Some of the main functionality in this type of dashboard is that it provides analysis from eight different perspectives including: 1) Monthly trend in total loan applications and loans approved versus declined, 2) Loans approved by product, 3) Monthly trend in loan defaults, 4) Loan approval count by branch, 5) Loan default count by branch, 6) Loan approval amount by branch, 7) Top five loan default count by branch, and 8) Top five loan default amounts by branch. You find an example of this type of dashboard below.

Purpose of Loan Performance Analysis Dashboards Credit Unions use Loan Performance Analysis Dashboard to give leaders an easy way to monitor loan trends and benchmark metrics across credit union branches. When used as part of good business practices in Executive-, Loan- and Financial Planning & Analysis (FP&A) departments, a company can improve its loan strategies and offerings, and it can reduce the chances that potentially poorly designed policies lead to excessive loan defaults.

Who Uses This Type of Dashboard? The typical users of this type of dashboard are: Executives, CFOs, Loan Managers, Analysts, Regional Managers, Branch Managers. Other Reports Often Used in Conjunction with Loan Performance Analysis Dashboards Progressive Executive-, Loan- and Financial Planning & Analysis (FP&A) departments sometimes use several different Loan Performance Analysis Dashboards, along with detailed and summary loan reports, profit & loss reports, balance sheets, cash flow statements, budget models, forecasts and other management and control tools.

Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional xFP&A solutions.

Built for credit union finance teams and aligned with Solver's xFP&A platform, this Solver dashboard template connects directly to your ERP data via the Solver Data Warehouse, enabling near real-time analysis with minimal setup. Designed for QuickStart deployment, it can be activated rapidly so your team can focus on analysis and decisions — not data preparation.

What is the Credit Union – Loan Performance Dashboard in Solver? The Credit Union – Loan Performance Dashboard is a pre-built xFP&A dashboard template in Solver designed for credit union organizations. It delivers key financial and operational metrics in a single, easy-to-use interface — purpose-built for credit union finance workflows.

Who uses this Solver dashboard template? This template is primarily used by CFOs, finance managers, and credit union executives in credit union organizations who need accurate, timely data to support planning, reporting, and decision-making. It is particularly valuable for credit union finance teams managing budgets, forecasts, and performance reviews.

Where does the data come from? Data is sourced automatically from your ERP system through the Solver Data Warehouse, which integrates with platforms such as Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Acumatica, Sage Intacct, and other leading ERP solutions. Core banking and loan origination systems are also supported as data sources. Once connected, the template updates in near real-time with no manual data entry required.

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