Bank Loan Applications Dashboard
Know exactly which loan grade, purpose, and state is actually driving risk and return in your loan book, without pulling reports from three different systems.
Built for lending analysts, loan officers, and credit risk teams tracking a loan portfolio's performance. Add your loan applications to the Data tab and the dashboard automatically classifies every loan as good or bad based on its status, ranks average interest rate by loan status, breaks down application volume by purpose, borrower employment tenure, and state, and compares 36-month against 60-month terms. Fully editable to match your own loan grades, states, and purposes, one-time purchase, no subscription required.
Dashboard Features
-
Good Loan vs Bad Loan Breakdown: See the split between loans still current or fully paid versus loans charged off, along with funded amount and amount received for each
-
Interest Rate by Loan Status: Compare the average interest rate on current, charged off, and fully paid loans, so you can see exactly how risk is priced into your book
-
Loan Volume by Purpose, Term & State: Rank loan applications by borrower purpose and loan term, and see application volume across every state on an interactive map
-
Monthly Trend & Borrower Employment Tenure: Track application volume month by month, and see how loan volume breaks down by the borrower's employment tenure
Specifications
Get all essential details in one place. From features and package contents to software compatibility and skill level required, this section gives you a clear overview so you know exactly what to expect before download.
Template Features
- Executive KPI Bar: Total loan applications, total funded amount, total amount received, average interest rate, and average debt-to-income at a glance
- Good Loan vs Bad Loan: Application count, funded amount, and amount received split by loan outcome
- Interest Rate by Loan Status: Average interest rate for current, charged off, and fully paid loans
- Loan Application by Term: 36-month versus 60-month split
- Total Loan Application by Month: Monthly application volume trend
- Loan Application by Employee Exp: Application volume by the borrower's employment tenure
- Loan Application by State: Geographic map of application volume across every state
- Loan Application by Purpose: Application volume ranked by borrower purpose
- Interactive Filters: Grade and Purpose slicers connected to every chart
Package Details
- Bank Loan Applications Dashboard (.xlsm)
Software Compatibility
- Microsoft Excel 365
- Microsoft Excel 2024
- Microsoft Excel 2021
- Microsoft Excel 2019
Skill Level Required
- Beginner
Frequently Asked Questions
Is this template compatible with Google Sheets?
No, our templates are built specifically for Microsoft Excel. Because they utilize advanced Excel features like Pivot Tables and complex formatting, they will not function correctly if imported into Google Sheets.
Do I get lifetime updates?
Templates are one-time downloads and do not include future feature upgrades. However, if we release a bug fix for your purchased template, you can always download the patched version from your order history.
What kind of support is included?
We provide technical support via email for access issues, such as if your download link is not working. We do not provide implementation support (e.g., wiring the template to your custom data sets). For implementation assistance, please submit a request for our custom services.
