To evaluate the performance of our lending activities and assess the quality of our loan portfolio, we need to create a comprehensive report that distinguishes between 'Good Loans' and 'Bad Loans' based on specific loan status criteria.
Live Dashboard 🔗: Tableau Public - Bank Loan Report Analysis
This dashboard provides a high-level overview of loan performance and key financial metrics.
- Total Loan Applications
- Total Funded Amount
- Total Amount Received
- Average Interest Rate
- Average Debt-to-Income Ratio (DTI)
- Good Loan Application Percentage
- Good Loan Applications
- Good Loan Funded Amount
- Good Loan Total Received Amount
- Bad Loan Application Percentage
- Bad Loan Applications
- Bad Loan Funded Amount
- Bad Loan Total Received Amount
📊 To monitor the performance of loans, a grid view report categorized by 'Loan Status' will be created. This report will provide insights into:
- Total Loan Applications
- Total Funded Amount
- Total Amount Received
- Month-to-Date (MTD) Funded Amount
- MTD Amount Received
- Average Interest Rate
- Average Debt-to-Income Ratio (DTI)
This dashboard visually represents critical loan-related metrics and trends using various chart types.
- Monthly Trends by Issue Date
- Regional Analysis by State
- Loan Term Analysis
- Employee Length Analysis
- Loan Purpose Breakdown
- Home Ownership Analysis
The Details Dashboard provides a consolidated view of all essential loan data, offering a holistic snapshot of key loan metrics and borrower profiles.
The primary objective of the Details Dashboard is to serve as a one-stop solution for accessing vital loan data, helping users gain deeper insights into:
Source: Bank-Loan-Report
- The dataset includes information on loan applicants, such as loan status, income, credit history, and repayment records.
- Data is cleaned and transformed for accurate analysis.
- SQL: Data extraction and transformation.
- Tableau: Data visualization and dashboard creation.
- Excel: Initial data exploration and preprocessing.
- High-income applicants have a higher loan approval rate.
- Borrowers with a good credit history are more likely to repay loans on time.
- Specific customer segments have a higher risk of default.
- Add predictive modeling for loan approval recommendations.
- Integrate external financial data for deeper insights.
- Enhance visuals with advanced Tableau features.
Mayur Jambe
- GitHub Profile: Mayur Jambe
- LinkedIn: Mayur Jambe
- Kaggle Profile: Mayur Jambe
Feel free to explore, fork, and contribute to this project. Feedback and suggestions are highly appreciated! 🌟