Create a Bank Loan Application Tracking Dashboard in Excel (Step-by-Step Guide)

Create a Bank Loan Application Tracking Dashboard in Excel (Step-by-Step Guide)

HomeOther ContentCreate a Bank Loan Application Tracking Dashboard in Excel (Step-by-Step Guide)
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Channel Avatar Vedakarna2025-02-14 13:57:01 Thumbnail
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About This Video:
In this tutorial, we’ll guide you step by step on how to create an Bank Loan Applications Tracking Dashboard, designed to analyze a loan application trends, approval rates, interest rate performance, and more.

What You’ll Learn in This Video:
Key Metrics –Total Loan, Total Funded Amount, Total Amount Received, Average Interest Rate, Debt-to-Income.
Good Loan vs. Bad Loan Breakdown – Analyze loan performance.
Interest Rate Analysis – Identify trends in interest rates.
Loan Application Trends Over Time –applications fluctuate monthly/yearly.
Employee Experience Analysis – Evaluate performance in loan processing.
Geographic Map Visualization – Identify state-wise loan distribution.
Loan Purpose Breakdown – Understand why borrowers apply for loans.

This tutorial is perfect for finance analysts, and Excel enthusiasts looking to improve their data visualization, financial reporting, and dashboard design skills in Excel.

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