01
The loan book by product
Outstanding balances across every loan product, as a chart the board can read.
Reports & Dashboard: The board reads the same numbers
The SACCO dashboard, member statements, the loan portfolio and savings, loans and income analysis, all read from the same records.
No extra charge. Free instant access, no credit card required.
Works with
Members & Shares
Savings
Loans
02
Deposits by month and channel
Check-off, mobile money, bank and cash deposits month by month.
03
The portfolio, pivoted
Principal and outstanding balance by product for running and repaid loans, ready to export.
What's inside
Everything in Reports & Dashboard
7 items in 2 areas, every one shipping with the app today.
The dashboard
- Members and share capitalActive and pending members and the share capital they hold.
- Loan portfolio and arrearsActive loans, the overdue ones and the amount in arrears.
- Collection rateRepayments received against what fell due this month.
- IncomeLoan interest, processing and insurance fees, penalties and savings fees, this month and in total.
Reports
- Member statementOne member's savings, shares and loans for any period.
- Loan portfolio reportActive, overdue and repaid loans by product and branch.
- Savings and income analysisPivot and graph views of transactions and income.
Works with
What Reports & Dashboard works with
Reports & Dashboard shares one database with the rest of the SACCO Suite and BridgeERP: these are the apps it already talks to, with nothing to buy in between.
Builds on
Reports & Dashboard needs these to run; they come with it in the same plan.
- Members & SharesThe member register: applications, KYC documents, next of kin, employment and check-off, groups, branches and share capital.
- SavingsRegular, fixed-deposit, holiday, education and junior savings, with deposits and withdrawals from every channel.
- LoansLoan products with their own limits, guarantors, appraisal, the credit committee, schedules, repayments and arrears.
And the wider platform
Any BridgeERP app can join the same database.
AccountingFull double-entry accounting, bank reconciliation, assets, budgets and statutory reports.
ExpensesEmployee expense claims with receipt capture and reimbursement.
InvoicingCustomer invoices, vendor bills, payments and tax handling.
SignSend documents for legally binding electronic signature.
SubscriptionsRecurring contracts, automatic renewals and MRR reporting.
EmployeesEmployee records, contracts, attendance, skills, appraisals and referrals.
In the suite
More SACCO Suite apps
Put Reports & Dashboard to work
Add it to your SACCO Suite plan, priced per member, or start a free trial and see it running first.