The Dashboard provides a real-time overview of your equipment financing portfolio with interactive charts, KPIs, and risk monitoring.
Portfolio Overview
Dashboard KPI cards and portfolio overview
The dashboard header displays key portfolio metrics at a glance:
- Total Portfolio Value — Sum of all active contracts
- Active Leases — Number of active lease and finance agreements
- Pending Applications — Applications awaiting review or approval
- Default Rate — Current portfolio default percentage
- Delinquency Rate — Percentage of accounts past due
Underwriting Funnel
Dashboard charts and portfolio composition
Track applications through the entire pipeline:
- Applications Received — Total incoming applications
- Pre-Approved — Passed initial qualification
- Approved — Full credit approval granted
- Funded — Disbursement completed
The funnel shows conversion rates at each stage, helping identify bottlenecks in the origination process.