Support Center

Customizable Dashboard

Last Updated: Jun 10, 2015 09:45PM CEST

 

Overview

Customize Indicators

Customize Activity Feed

 

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Overview

Mambu's dashboard is the first screen you see after logging in and it allows you to grasp your organization and portfolio's state at a glance.

On the left the Activity Feed lists everything that you or other users have been doing in Mambu, such as loans being disbursed, repayments enterd, clients created and any other activity involving your portfolio.

On the right, a number of indicators displays the information you consider to be the most relevant and can be customized to reflect your specific needs.

You will still see tasks assigned to you and be able to create new ones assigning them to yourself or to other users.

Finally, if you are a Credit officer and have clients assigned to you, you will be able to see the list of all your clients as well as upcoming repayments for the next 7 days.

 

 

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Customize Indicators

Depending on your internal processes you can change the default set of indicators displayed in the dashboard to reflect the information you need the most. To do so, click on the settings icon on the top right > select a Category and an Indicator > Add Indicator > repeat the process for all indicators you need > Save Changes.

 

 

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Customize Activity Feed

By default, when you login to Mambu the Activity feed will show you all activities, but depending on their roles in the organization, different users might need or want to see different activities in their own dashboard.

To configure your activity feed and see only what matters the most to you click on the settings icon > click on the dropdown menu > select an activity > Add Activity Type > repeat for all activities you want to be displayed on your dashboard > Save Changes.

 

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