Reports

Disbursals Report

Disbursement trends and amounts — monthly disbursed volume, per-lender + per-product split, top performers, multi-tranche tracking.

The Disbursals Report is your revenue-driver — only disbursed loans earn commission, so this is the single most important volume metric.

Disbursals Report with KPI cards, monthly trend, per-lender split, and disbursal table highlighted
The Disbursals Report — monthly trend, per-lender / per-product split, disbursal-by-disbursal table.

What's on the report

  • KPI cards — disbursed ₹ total, disbursed this month, count this month, average disbursal size.
  • Monthly trend — disbursed ₹ per month.
  • Per-lender split — disbursed ₹ + count + commission per lender.
  • Per-product split — Home Loan vs Personal vs Business etc.
  • Top owners — disbursed-by-owner ranking.
  • Multi-tranche files — files with > 1 disbursal row (construction-linked Home Loans, working-capital limits).
  • Disbursal table — full detail with date, lender, file, amount, commission, UTR.

Common flows

  • Monthly revenue close — Monthly Trend chart for the management report. Sum-of-commission for accountant.
  • Underperforming product — per-product split shows which loan types are flat; drives product strategy (push it harder or de-prioritise).
  • Owner recognition — top-owners chart → bonus / leaderboard inputs.

Next steps

Sanctions Report

Approved sanctions and amounts — sanctioned volume per lender, average sanctioned-to-requested ratio, ROI/tenure distribution, and time-from-login.

Rejects Report

Rejected files analysis — rejection volume, category breakdown, per-lender rejection rate, salvage opportunities.

On this page

What's on the reportCommon flowsNext steps