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http://mifosforge.jira.com/browse/MIFOSBI-228?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
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pradipta kundu updated MIFOSBI-228:
-----------------------------------
Component/s: Dashboards
Description:
As a Mifos HO user, I want to see the daily target and actuals for my
collections and disbursements
I also want to drill it down by branch and loan officer
Collections: Sum of all principals for the day (target and actuals)
Disbursal: All loans that have due dirbursement date set to today
Acceptance Criteria:
1. Based on the preset time interval, the dashboard should show me a the
current status of disbursal and collections for the day.
2. The tabular view should show be all the branches, centers, and clients that
are due for collections and disbursals today
3. The tabular view should also show me a target of the total amount due for
collections and disbursal today
4. When I click of the pie chart, I want to see a list of all branches where
collections/disbursal hasnt happened yet
5. When I click on a branch name, I want to see a list of all the loan officers
who have pending collections/disbursals
was:
As a Mifos HO user, I want to see the daily target and actuals for my
collections and disbursements
I also want to drill it down by branch
Assignee: johnwoodlock
> BI Dashboard - Collection and Disbursements
> -------------------------------------------
>
> Key: MIFOSBI-228
> URL: http://mifosforge.jira.com/browse/MIFOSBI-228
> Project: mifos business intelligence
> Issue Type: Epic
> Components: Dashboards
> Reporter: pradipta kundu
> Assignee: johnwoodlock
> Priority: Critical
> Attachments: Collection and Disbursement Dashboard.xlsx
>
>
> As a Mifos HO user, I want to see the daily target and actuals for my
> collections and disbursements
> I also want to drill it down by branch and loan officer
> Collections: Sum of all principals for the day (target and actuals)
> Disbursal: All loans that have due dirbursement date set to today
> Acceptance Criteria:
> 1. Based on the preset time interval, the dashboard should show me a the
> current status of disbursal and collections for the day.
> 2. The tabular view should show be all the branches, centers, and clients
> that are due for collections and disbursals today
> 3. The tabular view should also show me a target of the total amount due for
> collections and disbursal today
> 4. When I click of the pie chart, I want to see a list of all branches where
> collections/disbursal hasnt happened yet
> 5. When I click on a branch name, I want to see a list of all the loan
> officers who have pending collections/disbursals
>
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