Programme Dashboard
Real-time portfolio intelligence · 12-month tracking · Samakose × GTCCU
48
Total Borrowers
↑ 6 this month
8
Active Groups
↑ 2 this quarter
GHS 94,200
Total Portfolio
↑ 12% vs last month
GHS 61,430
Repayment Collected
↑ 8% vs last month
93.2%
Repayment Rate
Target: 95%
5
Active CBDOs
3 overdue alerts
3
Overdue Borrowers
More than 7 days past due
1
CBDO Below 90%
Repayment below threshold
4
Missing Visit Reports
Borrowers not visited this month
🏆 CBDO Leaderboard
June 20241
Ama Boateng
Suame · 12 borrowers
88
2
Abena Mensah
Atonsu · 14 borrowers
82
3
Kofi Adu
Bantama · 10 borrowers
76
4
Kwame Asare
Asokwa · 8 borrowers
64
5
Efua Darko
Manhyia · 4 borrowers
51
📅 12-Month Portfolio Tracker
New Borrowers / Month
Jan2
Feb5
Mar8
Apr7
May9
Jun6
Jul—
Aug—
Sep—
Oct—
Nov—
Dec—
Repayment Rate / Month
Jan96%
Feb94%
Mar97%
Apr91%
May89%
Jun93%
Jul
Aug
Sep
Oct
Nov
Dec
Register a Borrower Group
Formidable Form #1 — All borrowers must belong to a registered group before receiving a loan.
ℹ️ Register the group first. The CBDO assigned here will manage all group members and their loan accounts.
✅ Group registered successfully! It now appears in the Borrower Registration dropdown.
📋 Group Registration Form
Formidable Form #1Registered Groups
8 groups| Group ID | Group Name | Community | CBDO | Members | Status |
|---|---|---|---|---|---|
| GRP-001 | Sunrise Women | Atonsu | Abena Mensah | 8 | Active |
| GRP-002 | Hope Circle | Bantama | Kofi Adu | 6 | Active |
| GRP-003 | Progress Group | Suame | Ama Boateng | 9 | Active |
| GRP-004 | Unity Traders | Asokwa | Kwame Asare | 5 | Active |
| GRP-005 | New Horizons | Manhyia | Efua Darko | 4 | Active |
Borrower Registration
Formidable Form #2 — Borrower must be assigned to a registered group. Pending Samakose approval.
ℹ️ Samakose will review this entry before the loan is approved and disbursed to the borrower.
✅ Borrower registered! Pending Samakose review before loan approval.
📋 Borrower Registration Form
Formidable Form #2
Only registered groups appear here
Min GHS 500 · Max GHS 10,000
📊 Loan Calculation Preview (auto-calculated)
Interest (12%)
GHS —
Total Repayment
GHS —
Monthly Repayment
GHS — / mo
⚠ Pending Samakose approval
Registered Borrowers
48 borrowers
| ID | Name | Group | CBDO | Loan (GHS) | Monthly | Status |
|---|---|---|---|---|---|---|
| BRW-001 | Akosua Frimpong | Sunrise Women | Abena Mensah | 2,000 | 373.33 | Active |
| BRW-002 | Yaa Asante | Hope Circle | Kofi Adu | 1,500 | 280.00 | Active |
| BRW-003 | Efua Mensah | Progress Group | Ama Boateng | 2,500 | 466.67 | Late |
| BRW-004 | Abena Owusu | Sunrise Women | Abena Mensah | 1,000 | 186.67 | Active |
| BRW-005 | Adjoa Boadi | Hope Circle | Kofi Adu | 3,000 | 560.00 | Overdue |
Record Repayment
Formidable Form #3 — Submit every payment immediately after collection in the field.
✅ Payment recorded! The repayment ledger has been updated.
💰 Repayment Collection Form
Formidable Form #3Repayment Ledger
| Pay ID | Borrower | CBDO | Date | Paid (GHS) | Expected | Balance | Status |
|---|---|---|---|---|---|---|---|
| PAY-001 | Akosua Frimpong | Abena Mensah | 2024-03-01 | 373.33 | 373.33 | 0.00 | ✅ Paid |
| PAY-002 | Yaa Asante | Kofi Adu | 2024-03-10 | 280.00 | 280.00 | 0.00 | ✅ Paid |
| PAY-003 | Efua Mensah | Ama Boateng | 2024-04-01 | 400.00 | 466.67 | 66.67 | ⚠ Late |
| PAY-004 | Adjoa Boadi | Kofi Adu | 2024-05-01 | 0.00 | 560.00 | 560.00 | 🔴 Overdue |
Repayment Rate by CBDO
| CBDO | Expected (GHS) | Collected | Rate | Target |
|---|---|---|---|---|
| Ama Boateng | 8,400 | 8,200 | 97.6% | 🟢 Excellent |
| Abena Mensah | 11,200 | 10,640 | 95.0% | 🟢 Excellent |
| Kofi Adu | 7,000 | 6,440 | 92.0% | 🟡 Good |
| Kwame Asare | 5,400 | 4,700 | 87.0% | 🔴 Below Target |
Business Visitation Report
Formidable Form #4 — Complete after every borrower business visit.
✅ Visitation report submitted! The VISITATION_LOG has been updated.
🏢 Business Visitation Form
Formidable Form #4
Take or attach a photo of the business premises
Visitation Log
6 visits this month| Visit ID | CBDO | Borrower | Date | Status | Issues |
|---|---|---|---|---|---|
| VIS-001 | Abena Mensah | BRW-001 | 2024-03-05 | 🟢 Growing | Low stock levels |
| VIS-002 | Kofi Adu | BRW-002 | 2024-03-12 | 🟡 Stable | Seasonal slowdown |
| VIS-003 | Ama Boateng | BRW-003 | 2024-04-05 | 🔴 Struggling | Competitor pressure |
| VIS-004 | Kwame Asare | BRW-006 | 2024-04-20 | 🟡 Stable | Cash flow issues |
| VIS-005 | Efua Darko | BRW-007 | 2024-05-08 | 🟢 Growing | None |
CBDO Profile & Incentives
AB
Abena Mensah
🥈 Senior CBDO
14Borrowers
GHS 22,400Portfolio
95.0%Repayment
82Score
Monthly Income Breakdown
June 2024GHS 200
Base Commission
GHS 56.00
Portfolio Comm.
GHS 18.67
Performance Bonus
GHS 140
Onboarding Bonus
GHS 414.67
Total Income
💡 Performance Bonus unlocked — Repayment rate of 95.0% meets the ≥95% threshold.
Performance Scorecard — June 2024
| Category | Max Pts | Score | % | Assessment |
|---|---|---|---|---|
| Portfolio Size | 25 | 20 | 80% | Good |
| Repayment Rate | 25 | 24 | 96% | Excellent |
| Reporting (manual) | 25 | 20 | 80% | Good |
| Coaching (manual) | 25 | 18 | 72% | Satisfactory |
82
Total Score / 100
🥈 Senior CBDO
3 more points needed for 🥇 Gold status (85+)
12-Month Score Tracker
Jan78
Feb80
Mar79
Apr81
May80
Jun82
Jul
Aug
Sep
Oct
Nov
Dec
Loan Portfolio
Full loan lifecycle tracking across all borrowers and CBDOs.
GHS 94,200
Total Portfolio
GHS 11,304
Interest Income (12%)
GHS 105,504
Total Repayment Due
GHS 17,584
Monthly Due
Loan Register
| Borrower ID | Name | Loan (GHS) | Interest | Total Due | Monthly | End Date | Health |
|---|---|---|---|---|---|---|---|
| BRW-001 | Akosua Frimpong | 2,000 | 240 | 2,240 | 373.33 | 2024-08-01 | ✅ On Track |
| BRW-002 | Yaa Asante | 1,500 | 180 | 1,680 | 280.00 | 2024-08-10 | ✅ On Track |
| BRW-003 | Efua Mensah | 2,500 | 300 | 2,800 | 466.67 | 2024-09-01 | ⚠ Late |
| BRW-004 | Abena Owusu | 1,000 | 120 | 1,120 | 186.67 | 2024-09-15 | ✅ On Track |
| BRW-005 | Adjoa Boadi | 3,000 | 360 | 3,360 | 560.00 | 2024-10-01 | 🔴 Overdue |
CBDO Scorecard
100-point monthly evaluation · Gold / Senior / Associate / Needs Improvement
June 2024 Scorecard
| CBDO | Portfolio (25) | Repayment (25) | Reporting (25) | Coaching (25) | Total | Level |
|---|---|---|---|---|---|---|
| Ama Boateng | 22 | 24 | 22 | 20 | 88 | 🥇 Gold |
| Abena Mensah | 20 | 24 | 20 | 18 | 82 | 🥈 Senior |
| Kofi Adu | 18 | 22 | 19 | 17 | 76 | 🥈 Senior |
| Kwame Asare | 16 | 18 | 16 | 14 | 64 | 🥉 Associate |
| Efua Darko | 12 | 15 | 13 | 11 | 51 | ⚠ Needs Improvement |
Monthly Programme Report
Auto-generated · Export-ready for GTCCU submission
1. Portfolio Summary
| Total Active Borrowers | 48 |
| Total Groups | 8 |
| Total Loan Portfolio | GHS 94,200 |
| Interest Income (12%) | GHS 11,304 |
| Average Loan Size | GHS 1,962.50 |
2. Repayment Summary
| Total Expected (GHS) | 65,930 |
| Total Collected (GHS) | 61,430 |
| Repayment Rate | 93.2% |
| Overdue Accounts | 3 |
| Late Accounts | 2 |
3. CBDO Performance
| Active CBDOs | 5 |
| Top Performer | Ama Boateng |
| Highest Score | 88 / 100 |
| Avg Repayment Rate | 92.8% |
| Total CBDO Payouts | GHS 1,840 |
4. Risk Alerts
| Overdue Borrowers | 3 |
| CBDOs Below 90% | 1 |
| Missing Visit Reports | 4 |
| Groups With No Activity | 0 |
System Settings
WordPress + Formidable Forms configuration & Google Sheets integration
Integration Settings
Used to sync Formidable Forms submissions to your Google Sheets database