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DATABACS
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Financial Services & Credit

Credit Portfolio Analytics Dashboard

Built an interactive Power BI dashboard for portfolio monitoring, customer segmentation, repayment tracking, and executive reporting.

Credit Portfolio Overview
FY 2026
Total Portfolio
$38.6M
+11.8%
Active Accounts
12,643
+6.1%
Arrears
$3.24M
-4.2%
Coverage
68.7%
+0.1%
Arrears Trend

Challenge

Portfolio managers lacked visibility into arrears trends, customer risk profiles, and repayment performance.

Solution

Built an interactive Power BI dashboard for portfolio monitoring, customer segmentation, repayment tracking, and executive reporting.

Capabilities Demonstrated

Credit risk analyticsPortfolio monitoringCustomer segmentationExecutive reporting design

Dashboard Features

Portfolio overview with active accounts, exposure, and coverage

Arrears trend analysis across vintages and segments

Repayment performance and collection effectiveness tracking

Risk concentration views by product, region, and customer tier

Drill-through from executive summary to account detail

Additional Views

Credit Portfolio Overview
FY 2026
Total Portfolio
$38.6M
+11.8%
Active Accounts
12,643
+6.1%
Arrears
$3.24M
-4.2%
Coverage
68.7%
+0.1%
Arrears Trend
Executive overview
Credit Portfolio Overview
FY 2026
Total Portfolio
$38.6M
+11.8%
Active Accounts
12,643
+6.1%
Arrears
$3.24M
-4.2%
Coverage
68.7%
+0.1%
Arrears Trend
Operational drill-through
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Representative project based on professional experience in analytics, reporting, monitoring & evaluation, business intelligence, and data automation across multiple sectors. Specific organizations and proprietary information have been omitted for confidentiality.