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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:
-----------------------------------
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, loan officer and center
(slide 1 of attached ppt)
Collections: Sum of all principals for the day (target and actuals)
Disbursal: All loans that have due disbursement 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. This information is
broken into 3 parts
1. Target Vs Actuals table
2. Target vs Actuals pie chart
3. Top 5 pending branches
2. A tabular view should show me all the branches, centers and clients that are
due for collections and disbursals today.
The tabular view should show me the total amount due for collections
and disbursal today
It should also show the actual total collection and disbursals made as
of now.
3. I want to see % pending using pie charts both for collection and disbursal
4. I want to see a table with a list of top 5 branches where
collections/disbursals hasn't happened yet. The selection for the top 5
selection is based on the % collected or disbursed as of now.
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 and loan officer
Collections: Sum of all principals for the day (target and actuals)
Disbursal: All loans that have due disbursement 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
Issue Type: Story (was: Epic)
Summary: BI Dashboard - Collection and Disbursements Home page (was:
BI Dashboard - Collection and Disbursements)
> BI Dashboard - Collection and Disbursements Home page
> -----------------------------------------------------
>
> Key: MIFOSBI-228
> URL: http://mifosforge.jira.com/browse/MIFOSBI-228
> Project: mifos business intelligence
> Issue Type: Story
> Components: Dashboards
> Reporter: pradipta kundu
> Assignee: johnwoodlock
> Priority: Critical
> Attachments: Collection and Disbursement Dashboard.xlsx, Dashboard
> v2_2.ppsx
>
>
> 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, loan officer and center
> (slide 1 of attached ppt)
> Collections: Sum of all principals for the day (target and actuals)
> Disbursal: All loans that have due disbursement 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. This information is
> broken into 3 parts
> 1. Target Vs Actuals table
> 2. Target vs Actuals pie chart
> 3. Top 5 pending branches
>
> 2. A tabular view should show me all the branches, centers and clients that
> are due for collections and disbursals today.
> The tabular view should show me the total amount due for collections
> and disbursal today
> It should also show the actual total collection and disbursals made
> as of now.
> 3. I want to see % pending using pie charts both for collection and disbursal
>
>
> 4. I want to see a table with a list of top 5 branches where
> collections/disbursals hasn't happened yet. The selection for the top 5
> selection is based on the % collected or disbursed as of now.
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