Compliance Dashboard Design Parameters
Objective
This page gives loan officers insight into the performance of a business loan. A loan officer will
generally dig into the details of the loan only when they see an issue in compliance standing.
generally dig into the details of the loan only when they see an issue in compliance standing.
Compliance Standing:
Is the business loan in good or bad standing?
Covenants Missed:
Display a number ranging from 0 to 10. Also, display the last missed date.
Change in Credit Score:
This is a number ranging from 400 to 900. Indicate this with an arrow. You can use color. Up is good; down is bad.
Display Table is core to the dashboard
Primary Column Names:
● Month
● Year
● Compliance Standing
● Year
● Compliance Standing
*Primary column should be sortable by column header. Clicking on primary row expands to display secondary columns and rows.
Secondary Column Names:
● Debt service ratio, Debt ratio, Industry average, Current month value, Complied
or not
or not
● Interest coverage ratio, Debt ratio, Industry average, Current month value,
Complied or not
● Profitability ratio, Debt ratio, Industry average, Current month value, Complied
or not
● Net profit ratio, Debt ratio, Industry average, Current month value, Complied or
not
● EBITDA, Debt ratio, Industry average, Current month value, Complied or not
● Current ratio, Debt ratio, Industry average, Current month value, Complied or
not
● Quick ratio, Debt ratio, Industry average, Current month value, Complied or not
● Inventory turnover days, Debt ratio, Industry average, Current month value,
Complied or not
