Demonstration build. Every figure on this dashboard is synthetic. The lenders, borrowers, states and amounts are generated from fixed distributions and describe no real organization or person. Controls that would normally write to a server change the page for the rest of your session and are not saved. How it was built

Community Lending Network

Executive Overview

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Portfolio command center

Performance, impact, partner health, and reporting readiness in one model.

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Morning Brief

Executive read

Attention Queue

Internal follow-up

Where to Go Next

Page shortcuts

Origination Velocity

Last quarter vs trailing 4Q avg

Capital Recycling

Deployed → outstanding → repaid → charged off

Portfolio Concentration

Partner HHI and geographic risk

Originations Trend

Quarterly, Live Data

Disbursed by Partner

Top partners

CRM Pipeline Waterfall

PRE_SCREEN volume flowing through each stage

Funnel Conversion Rates by CDFI

Approved, denied, discarded, unassigned, active — PRE_SCREEN stage

Monthly PRE_SCREEN Demand Trend

New applications over time

Application Stage Drop-off

Where applicants stall

PRE_SCREEN Status

By CDFI

Risk and Soft Pull

Current

Funnel Risk Flags

High-urgency pipeline conditions requiring follow-up
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CRM Data Covers Only a Portion of Funded Loans

The majority of funded loans were originated through partner lender channels, not via the CRM pipeline. CRM-based comparisons (demand vs. deployment, state penetration rates) are directional signals only — they reflect pre-screen inquiries that entered the portal, not the full universe of borrowers served by partners. Do not treat CRM penetration rates as conversion metrics.

CRM Loan Demand by State

PRE_SCREEN records — directional only

Disbursed by State and CDFI

Demand vs Deployment Gap

States with CRM demand but weak or no funded capital

State Market Penetration Rate

Funded loans vs CRM demand ratio per state — CRM penetration is directional only; most funded loans did not originate through the CRM

Marketing Coverage Overlay

Active ads vs CRM demand and deployed capital

Underserved Market Opportunity Scoring

Small business population vs funded loan penetration — highest gap = greatest opportunity

Impact Reporting Controls

Scope, integrity, coverage, provenance, and certification

CDFI Demographics Report

Running total — all partners — matches quarterly funder report format

Capital Recycling Waterfall

Deployed → outstanding → repaid → charged off

Loan Size Distribution

Small-dollar, mid-market, large

90+ DPD Watch List

Partners with severe delinquency exposure

PAR30

Portfolio at Risk — 30+ days past due

PAR60

Portfolio at Risk — 60+ days past due

PAR90

Portfolio at Risk — 90+ days past due (severe)

Vintage Curve — Months-Since-Origination

Charge-off rate by cohort age in months — seasoning pattern across origination quarters

Vintage / Cohort Performance

Origination quarter → current charge-off rate and outstanding ratio

Monthly Origination Trend + Rolling 12-Month

Monthly volume with smoothed trailing 12-month average

Quarterly Charge-off Trend

Loss amount per quarter with charge-off rate overlay — 19-quarter history

Portfolio Runoff Projection

Outstanding at current repayment run rate

Portfolio Aging

Outstanding balance by DPD band

Demographic Reach

Reported borrower fields

Partner Health Score

Impact, portfolio, CRM, TA, and compliance metadata
Partner Score Tier CRM DPD Compliance

Quarterly Covenant Compliance

Financial ratio analysis, certificates, and waivers
CDFI Fin. Stmt Confidence Net Asset Current Chg Net Assets Op. Liquidity LLR Net CO Status Risk Certificate Waiver

Partner Efficiency Deep Dive

Charge-off rate, avg loan size, jobs per $1M, paydown velocity
Partner Loans Disbursed Avg Loan CO Rate Outstanding Outstanding % Jobs / $1M Max DPD

Partner DSO Proxy & Delinquent Share

Estimated days-sales-outstanding (outstanding/disbursed × 12 months) and each partner's share of total 30+ DPD outstanding
Partner DSO Proxy (mo) Delinquent 30+ DPD Delinquent Share Signal

Partner Growth Trajectories

Quarter-over-quarter origination volume per partner

Partner 4-Quadrant Matrix

Volume (x) vs charge-off rate (y) — hover for details — size = outstanding balance

TA ROI Correlation — Hours per Business vs Charge-off Rate

Technical Assistance intensity vs credit performance by partner — higher TA hours should correlate with lower charge-off

Data Field Completeness by Partner

State fill %, jobs fill %, demographic data presence — data accountability

CDFI Partner Rollup

Impact, portfolio, TA
Partner Loans Disbursed Outstanding TA Hours Max DPD

Google Ads Funnel

Mar 3 - Mar 30, 2026, application milestones

Marketing Diagnostics

Account health and serving constraints

Period Change Watch

Compared with previous period

Campaign Performance

CDFI and market

Conversion Milestones

GA4 page events

Market Performance

Targeted locations

Search Intent Quality

Top search terms

Keyword Efficiency

Spend and milestone cost

Ads to CRM Bridge

Directional only

Device Efficiency

Cost, clicks, and milestones

Dayparting Pockets

Visible high-click time blocks

Landing Page Routing

Click concentration and routing risk

Auction Position

Search impression share and competitors

Search Theme Mining

Intent taxonomy

Creative QA

Ad strength and naming controls

Analyst Notes

API-ready model

Queue Status

Reconciliation run

Decision Bands

Match confidence

Invoice Export

Confirmed + billed matches, per-CDFI invoice workbook

Match History & Review Queue

Loan-level matches from the local matcher history

Billing History

Everything explicitly marked billed, with amounts and invoice dates

Demand-to-Capital Gap

States with CRM demand but low or no funded capital

Portfolio Stress Watch

30+, 60+, 90+ DPD and charge-off trajectory

Origination Velocity History

Monthly trend with quarterly signal annotation

Capital Efficiency Ranking

Jobs per $1M and avg loan size by partner

Equity Reach Score

Minority, women, LMI share vs portfolio benchmarks

Data Source Freshness

Live status — workbooks, RDS, compliance, matcher

Recent Snapshot Changes

Day-over-day deltas from daily history cache

CRM to Funded Bridge

Aggregate directional comparison

Daily Snapshot History

Local trend baseline — up to 60 days

Historical Snapshot Comparison

Compare any two snapshots — select dates to diff KPIs

Origination Velocity Forecast

2-quarter projection via linear regression on quarterly counts

Rolling 12-Month Comparison

Current 12 months vs prior 12 months — originations and disbursed

Seasonal Origination Pattern

Average originations by calendar quarter (Q1–Q4)

Demand-to-Supply Lag

Monthly CRM pre-screen demand aligned with originations at T+3 and T+6

Cost Per Job Created

Marketing ad spend bridged to funded loans and reported jobs — directional estimate

KPI Formula Guide

Definitions, source of truth, formula, refresh, and caveat

Refresh and Source Readiness

Local files

Warnings

Needs attention

Reporting Readiness

Board, funder, and internal use

Automated Data Tests

Dataset checks

Audience Views

Recommended export scope

Compliance Document Expiration Flags

Document type age analysis — stale = over 2 years old

Partner Workbook Freshness

Days since each Live Data workbook was last modified