Loan Tape Analytics Dashboard Template (Excel XLSX)

I've had lending platform clients in the past that required an ongoing analysis of their loan tape. This is the first ever template I've done that can accomplish a similar output for any general lending business. You simple drop your data into the relevant columns and the dashboard updates.

Enhance your financial analysis capabilities with the advanced Loan Portfolio Analysis Template, expertly crafted for use with Microsoft Excel. This template represents a revolutionary advancement for financial experts eager to thoroughly examine their loan portfolio data with unparalleled ease and accuracy. It offers a comprehensive suite of features designed to simplify data entry, provide instant insights, and conduct in-depth analyses with minimal effort.

The template boasts a user-friendly interface for inputting loan tape data, eliminating the complexities typically associated with data management and allowing users to concentrate on the analysis rather than on manipulating data. A dynamic dashboard provides a real-time snapshot of your portfolio's status, delivering crucial information at a glance to keep you informed about the overall health of your portfolio. With cohort-based risk analysis, the template brings to light patterns and trends by categorizing loans according to risk ratings, giving a deeper understanding of each category's nuances.

Monthly performance tracking is another standout feature, offering insights into average loan amounts, the number of loans, and identifying trends and directions in loan origination. The template also includes a tool for tracking the weighted average interest rate, a key indicator of your portfolio's profitability and interest income potential. For forward-looking analysis, it forecasts future cash flows from principal and interest payments, aiding in effective liquidity management. Moreover, a default rate monitoring feature allows for the early detection of risk trends, facilitating proactive risk management.

Choosing this template brings numerous benefits, including time efficiency with automated analyses and visualizations, customization to fit specific portfolio needs, insightful visualizations for transforming data into actionable intelligence, ease of use regardless of Excel skill level, and cost-effectiveness by obviating the need for expensive software or specialized training. This Excel Template is an indispensable asset for achieving a higher level of precision, efficiency, and insight in loan portfolio management, setting a new standard for financial analysis. Get ready to transform your approach to portfolio analysis and make strategic decisions with confidence.

Instructional video included in file.