An interactive Tableau dashboard suite for analyzing loan applications, funding performance, risk (good vs. bad loans), and key metrics in a consumer lending business.
Built with Tableau Public/Desktop using a Financial_loan dataset (~38K applications).
This portfolio project visualizes critical lending KPIs to help stakeholders monitor:
- Total applications, funded & received amounts
- Month-over-Month (MoM) and Month-to-Date (MTD) trends
- Good vs. Bad loan performance (86% good issuance rate in this dataset)
- Breakdowns by purpose, state, term (36/60 months), employee length, home ownership, grade, verification status
- Detailed loan-level table with filters
Three main views:
- Summary: High-level KPIs, good/bad loan donuts, loan status table
- Overview: Trends over time, geographic map, term/purpose/employee breakdowns
- Details: Granular loan records table with filters
View and interact with the full dashboards on Tableau Public:
Finance_Navigator_Pro.twbx→ Packaged Tableau workbook (download and open in Tableau Desktop or Public)- Screenshots (PNG files) for quick preview
- README.md → This file
- Download the
.twbxfile from this repo. - Double-click to open in Tableau Desktop (free trial) or Tableau Public.
- Explore filters, tooltips, and interactions.
- If you only want to view: Use the Tableau Public links above—no download needed.
- Tool: Tableau (Public/Desktop)
- Dataset: Anonymized loan data (~38.6K records) – similar to Lending Club public dataset
- Key Visuals: KPIs cards, donut charts, line trends, US map, bar charts, filtered table
- Total applications: 38.6K | Funded: $435.8M | Received: $473.1M
- Good loans: 86.2% of funded amount ($370M+)
- Bad loans (Charged Off): 13.8% ($65.5M funded)
- Average interest: 12.05% | Average DTI: 13.3%
- Most loans: 60-month term (73%), debt consolidation purpose, rent home ownership
- Fully Paid dominates current status
MIT License – feel free to use for learning/portfolio purposes (data & viz are anonymized).