Add dashboard with statistics to Mifos 'Home' tab

Description

It would be good to add dashboard with statistics to Mifos 'Home' tab.

Dashboard should display the following information:
1. Total number of borrowers.
2. Total number of borrowing Groups.
3. Total number of Active customers (Centers, Groups and Clients).
4. Number of Loans waiting for Approval.
5. Number of Loans in Arrears.

Environment

None

Activity

Show:
Ed Cable
September 6, 2012, 3:05 PM
Edited

Discussed during triage on 9/6/2012 - needs estimate to determine feasibility for Release K and then if feasible we need to solicit feedback on which metrics to display on dashboard.

Ed Cable
September 17, 2012, 10:44 PM

Discussed during User Meetup on 9/13/2012:

Lassaad: very important - would be better if those indicators could be configurable

  • enda - for example is using # of active clients, not same like active customers

  • using amount of portfolio - be good if the indicators were configurable

Ed Cable
September 17, 2012, 10:46 PM

Some additional feedback from user meetup was interest for a separate feature around display of upcoming tasks for staff:

Instead of dashboard for key indicators

  • Clients are used to having systems that have alerts regarding clients which client has paid today, which client is in arrears

    • Active tasks that users must do for that specific day.

    • Nayan has developed a Chrome Plug-in based on logged in user - get a dashboard of disbursements/collections for the day

  • Miguel - thinking about doing it based on reports - instead of client having active tasks

    • Have access to reports to indicate which active tasks he will have on that day.

    • Nayan: what are these active tasks?

      • For loan officer - disbursements and collecting repayments

  • Current plug-in when someone logs in - gives them today's disbursements and today's repayments in the homepage

    • Action: Nayan will share with that with Miguel.

    • Action: Miguel to create issue with more data

Miguel Joia Santos
October 29, 2012, 8:37 AM

According to our clients the dashboard should include information filtered by branch, depending on the user that logs-in.
information needed:
1 - number of loans waiting for aproval and link to a list of the loans
2 - number of loans in arrears and a link to a list of loans in arrears
3 - loans to be paid in the current month and a link to list of this loans

this link can generate a list in excel or a list in the UI as a search output

Lukasz Chudy
December 7, 2012, 10:38 AM

I created separate issue for activity stream requirement:

Assignee

Grzegorz Lewandowski

Reporter

Lukasz Chudy

Labels

Implementation Priority

Should

URL

None

Story Points

None

Team

Core

Scheduled For

None

Epic

None

productboard URL

None

Man Day Estimate

None

Time tracking

40h

Components

Fix versions

Affects versions

Priority

Blocker
Configure