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Settlementsa lender's sample, drawn live
Funded
$83,279,500.00
across 640 rows
How it's worked out
Adds up every number in Funded Amount (640 rows carry one).
Over 640 rows.
Written as money because the values in the column carry cents.
Loans settled
640
rows where Loan ID is filled in
How it's worked out
Counts the rows where Loan ID is filled in.
Over 640 rows.
Average loan
$130,124.22
across 640 rows
How it's worked out
Adds up Funded Amount and divides by the number of rows carrying a number in it (640). Never an average of averages: every mean here is worked from the raw rows.
Over 640 rows.
Written as money because the values in the column carry cents.
Largest loan
$404,500.00
of 640 rows
How it's worked out
The largest number in Funded Amount, across the 640 rows that carry one.
Over 640 rows.
Written as money because the values in the column carry cents.
Funded by product
Adds to the total across every row.
Business Term Loan
$23,510,000.00Line of Credit
$21,485,000.00Invoice Finance
$19,340,000.00Equipment Finance
$18,944,500.00
Adds to
$83,279,500.00.
How it's worked out
Adds up every number in Funded Amount (640 rows carry one).
One bar per value of Product: each bar is the total of the rows carrying that value. Past the top 12 values the rest are folded into Other, which carries their own count and figure.
Over 640 rows.
Written as money because the values in the column carry cents.
Adds up every number in Funded Amount (640 rows carry one).
One bar per value of Channel: each bar is the total of the rows carrying that value. Past the top 12 values the rest are folded into Other, which carries their own count and figure.
Over 640 rows.
Written as money because the values in the column carry cents.
Funded by risk grade
Each part is its share of the whole bar. The smallest 2 are folded into Other, together $17,571,500.00.
B32.4%
$26,952,000.00
C27.4%
$22,840,000.00
D19.1%
$15,916,000.00
Other (2)21.1%
$17,571,500.00
Adds to
$83,279,500.00.
How it's worked out
Adds up every number in Funded Amount (640 rows carry one).
One segment per value of Risk Grade, each adding up its rows. A share is that segment divided by the sum of every segment, so the percentages add to 100.
Over 640 rows.
Written as money because the values in the column carry cents.
Funded, by settlement month
Every row has a date.
$931,000.00
$4,783,000.00
$2,177,000.00
Jul 24Nov 24Mar 25Jul 25Nov 25Mar 26Jul 26Sep 26
The last month is still going — 21 of 22 trading days (Mon, Tue, Wed, Thu, Fri).
Show the numbers
Period
Funded amount
Jul 24
$931,000.00
Aug 24
$4,189,500.00
Sep 24
$2,487,000.00
Oct 24
$2,479,500.00
Nov 24
$4,623,000.00
Dec 24
$2,651,500.00
Jan 25
$4,095,500.00
Feb 25
$1,175,000.00
Mar 25
$2,699,500.00
Apr 25
$4,783,000.00
May 25
$3,136,000.00
Jun 25
$4,300,500.00
Jul 25
$3,751,000.00
Aug 25
$3,814,500.00
Sep 25
$3,253,000.00
Oct 25
$4,198,500.00
Nov 25
$3,441,500.00
Dec 25
$1,272,500.00
Jan 26
$3,008,000.00
Feb 26
$3,479,000.00
Mar 26
$3,836,500.00
Apr 26
$3,518,000.00
May 26
$3,969,000.00
Jun 26
$1,920,000.00
Jul 26
$2,147,500.00
Aug 26
$1,942,500.00
Sep 26 so far
$2,177,000.00
How it's worked out
Adds up every number in Funded Amount (640 rows carry one).
Bucketed by Settlement Date, month by month: each point is the total of the rows dated inside that month. Rows with no readable date are left out and counted in the note.
Over 640 rows.
Written as money because the values in the column carry cents.
Loans settled, by month
Every row has a date.
6
34
18
Jul 24Nov 24Mar 25Jul 25Nov 25Mar 26Jul 26Sep 26
The last month is still going — 21 of 22 trading days (Mon, Tue, Wed, Thu, Fri).
Show the numbers
Period
Rows
Jul 24
6
Aug 24
32
Sep 24
20
Oct 24
24
Nov 24
29
Dec 24
21
Jan 25
31
Feb 25
11
Mar 25
21
Apr 25
34
May 25
26
Jun 25
32
Jul 25
28
Aug 25
22
Sep 25
21
Oct 25
29
Nov 25
32
Dec 25
19
Jan 26
26
Feb 26
27
Mar 26
27
Apr 26
23
May 26
28
Jun 26
19
Jul 26
18
Aug 26
16
Sep 26 so far
18
How it's worked out
Counts rows — no column is added up.
Bucketed by Settlement Date, month by month: each point is the total of the rows dated inside that month. Rows with no readable date are left out and counted in the note.
Over 640 rows.
Every row, countedThe rows read and the rows on the board are on every dashboard, so you can hold it against your file.
Every chart, checkableEach has its own table underneath, and a headline always adds up from the table under it.
Nothing guessedA column we can’t read is named, not quietly dropped. A total that means nothing isn’t shown.
What it gives you
Numbers you can stand behind in a meeting.
Most dashboard tools make a guess look authoritative. This one shows you
the arithmetic, so the confident figure on screen is also the correct
one.
It builds the first version for you.
Drop in a file and press Build it for me. It reads what your
columns actually hold — which is money, which is a date, which only
groups — and lays out the figures, breakdowns and trends a person
would have picked. Then you rearrange, rename and add until it’s
yours.
The bookbuilt by pressing one button
Current principal
$37,885,747.31
across 640 rows
How it's worked out
Adds up every number in Current Principal (640 rows carry one).
Over 640 rows.
Written as money because the values in the column carry cents.
Loans on the book
438
rows where Loan ID is filled in. Status contains Current — 438 of 640 rows.
How it's worked out
Counts the rows where Loan ID is filled in.
Over 438 rows. Status contains Current — 438 of 640 rows.
Loans in arrears
37
rows where Loan ID is filled in. Status contains In Arrears — 37 of 640 rows.
How it's worked out
Counts the rows where Loan ID is filled in.
Over 37 rows. Status contains In Arrears — 37 of 640 rows.
Principal in arrears
$3,481,260.46
across 37 rows. Status contains In Arrears — 37 of 640 rows.
How it's worked out
Adds up every number in Current Principal (37 rows carry one).
Over 37 rows. Status contains In Arrears — 37 of 640 rows.
Written as money because the values in the column carry cents.
Average rate
12.14%
across 640 rows
How it's worked out
Adds up Interest Rate and divides by the number of rows carrying a number in it (640). Never an average of averages: every mean here is worked from the raw rows.
Over 640 rows.
Written as a percentage because this chart says so. The value is never multiplied.
Principal by arrears bucket
Adds to the total across every row it kept. Status contains In Arrears — 37 of 640 rows.
Adds up every number in Current Principal (37 rows carry one).
One bar per value of Arrears Bucket: each bar is the total of the rows carrying that value. Past the top 12 values the rest are folded into Other, which carries their own count and figure.
Over 37 rows. Status contains In Arrears — 37 of 640 rows.
Written as money because the values in the column carry cents.
Principal by product
Adds to the total across every row.
Line of Credit
$10,258,555.54Business Term Loan
$10,103,655.15Invoice Finance
$9,324,786.82Equipment Finance
$8,198,749.80
Adds to
$37,885,747.31.
How it's worked out
Adds up every number in Current Principal (640 rows carry one).
One bar per value of Product: each bar is the total of the rows carrying that value. Past the top 12 values the rest are folded into Other, which carries their own count and figure.
Over 640 rows.
Written as money because the values in the column carry cents.
Principal by risk grade
Adds to the total across every row.
B
$12,183,963.01C
$11,071,076.11D
$6,833,712.92A
$5,299,794.49E
$2,497,200.78
Adds to
$37,885,747.31.
How it's worked out
Adds up every number in Current Principal (640 rows carry one).
One bar per value of Risk Grade: each bar is the total of the rows carrying that value. Past the top 12 values the rest are folded into Other, which carries their own count and figure.
Over 640 rows.
Written as money because the values in the column carry cents.
Principal by status
Each part is its share of the whole bar.
Current90.8%
$34,404,486.85
In Arrears9.2%
$3,481,260.46
Closed0.0%
$0.00
Written Off0.0%
$0.00
Adds to
$37,885,747.31.
How it's worked out
Adds up every number in Current Principal (640 rows carry one).
One segment per value of Status, each adding up its rows. A share is that segment divided by the sum of every segment, so the percentages add to 100.
Over 640 rows.
Written as money because the values in the column carry cents.
Loans maturing, by month
Every row has a date.
3
20
4
Jul 25Jun 26May 27Apr 28Mar 29Feb 30Jan 31Aug 31
Show the numbers
Period
Rows
Jul 25
3
Aug 25
5
Sep 25
4
Oct 25
6
Nov 25
6
Dec 25
4
Jan 26
6
Feb 26
5
Mar 26
9
Apr 26
7
May 26
6
Jun 26
3
Jul 26
6
Aug 26
8
Sep 26
12
Oct 26
11
Nov 26
15
Dec 26
14
Jan 27
12
Feb 27
9
Mar 27
9
Apr 27
13
May 27
10
Jun 27
14
Jul 27
20
Aug 27
18
Sep 27
11
Oct 27
13
Nov 27
15
Dec 27
10
Jan 28
9
Feb 28
9
Mar 28
10
Apr 28
11
May 28
13
Jun 28
10
Jul 28
12
Aug 28
14
Sep 28
9
Oct 28
11
Nov 28
5
Dec 28
6
Jan 29
5
Feb 29
6
Mar 29
20
Apr 29
8
May 29
12
Jun 29
7
Jul 29
11
Aug 29
7
Sep 29
12
Oct 29
8
Nov 29
13
Dec 29
9
Jan 30
4
Feb 30
9
Mar 30
8
Apr 30
8
May 30
12
Jun 30
9
Jul 30
7
Aug 30
7
Sep 30
7
Oct 30
8
Nov 30
4
Dec 30
5
Jan 31
6
Feb 31
6
Mar 31
2
Apr 31
4
May 31
5
Jun 31
2
Jul 31
2
Aug 31
4
How it's worked out
Counts rows — no column is added up.
Bucketed by Maturity Date, month by month: each point is the total of the rows dated inside that month. Rows with no readable date are left out and counted in the note.
Over 640 rows.
Ask it a question, not just for a chart.
What happened yesterday? What’s happening this month? Where are the
exceptions? A dashboard opens on a question, and every reader can
narrow it — this financial year, last quarter, Mondays only, drilled
from year to month to week — without touching what you published.
MTD · QTD · FYTD · last month · Aug 2026 · Q3 2026
Delinquencymovements, so a loan is never counted twice
Entered arrears
84
rows where Loan ID is filled in. Event contains Entered arrears — 84 of 248 rows.
How it's worked out
Counts the rows where Loan ID is filled in.
Over 84 rows. Event contains Entered arrears — 84 of 248 rows.
Cured
26
rows where Loan ID is filled in. Event contains Cured — 26 of 248 rows.
How it's worked out
Counts the rows where Loan ID is filled in.
Over 26 rows. Event contains Cured — 26 of 248 rows.
Rolled to 90
22
rows where Loan ID is filled in. Event contains Rolled to 90 — 22 of 248 rows.
How it's worked out
Counts the rows where Loan ID is filled in.
Over 22 rows. Event contains Rolled to 90 — 22 of 248 rows.
Written off
20
rows where Loan ID is filled in. Event contains Written off — 20 of 248 rows.
How it's worked out
Counts the rows where Loan ID is filled in.
Over 20 rows. Event contains Written off — 20 of 248 rows.
Movements by type
Adds to the total across every row.
Entered arrears
84Rolled to 30
62Rolled to 60
34Cured
26Rolled to 90
22Written off
20
Adds to
248.
How it's worked out
Counts rows — no column is added up.
One bar per value of Event: each bar is the total of the rows carrying that value. Past the top 12 values the rest are folded into Other, which carries their own count and figure.
Over 248 rows.
Amount in arrears by bucket
Adds to the total across every row it kept. Bucket To is not empty — 202 of 248 rows.
Adds up every number in Amount in Arrears (202 rows carry one).
One bar per value of Bucket To: each bar is the total of the rows carrying that value. Past the top 12 values the rest are folded into Other, which carries their own count and figure.
Over 202 rows. Bucket To is not empty — 202 of 248 rows.
Written as money because the values in the column carry cents.
Entered arrears, by month
Every row has a date. Event contains Entered arrears — 84 of 248 rows.
2
8
6
Oct 24Mar 25Jul 25Nov 25Mar 26Jul 26Sep 26
The last month is still going — 21 of 22 trading days (Mon, Tue, Wed, Thu, Fri).
Show the numbers
Period
Rows
Oct 24
2
Dec 24
2
Jan 25
1
Feb 25
1
Mar 25
6
Apr 25
1
May 25
1
Jun 25
3
Jul 25
7
Aug 25
4
Sep 25
1
Oct 25
6
Nov 25
5
Dec 25
4
Jan 26
3
Feb 26
4
Mar 26
2
Apr 26
1
May 26
3
Jun 26
5
Jul 26
8
Aug 26
8
Sep 26 so far
6
How it's worked out
Counts rows — no column is added up.
Bucketed by Event Date, month by month: each point is the total of the rows dated inside that month. Rows with no readable date are left out and counted in the note.
Over 84 rows. Event contains Entered arrears — 84 of 248 rows.
Cured, by month
Every row has a date. Event contains Cured — 26 of 248 rows.
1
3
2
Nov 24May 25Aug 25Oct 25Feb 26Apr 26Jun 26Sep 26
The last month is still going — 21 of 22 trading days (Mon, Tue, Wed, Thu, Fri).
Show the numbers
Period
Rows
Nov 24
1
Apr 25
2
May 25
2
Jun 25
2
Aug 25
2
Sep 25
2
Oct 25
2
Jan 26
3
Feb 26
1
Mar 26
2
Apr 26
1
May 26
2
Jun 26
2
Sep 26 so far
2
How it's worked out
Counts rows — no column is added up.
Bucketed by Event Date, month by month: each point is the total of the rows dated inside that month. Rows with no readable date are left out and counted in the note.
Over 26 rows. Event contains Cured — 26 of 248 rows.
Amount in arrears, by month
Every row has a date.
$8,184.38
$134,732.11
Oct 24Feb 25Jun 25Oct 25Feb 26Jun 26Sep 26
The last month is still going — 21 of 22 trading days (Mon, Tue, Wed, Thu, Fri).
Show the numbers
Period
Amount in arrears
Oct 24
$8,184.38
Nov 24
$7,112.51
Dec 24
$7,741.31
Jan 25
$17,922.77
Feb 25
$29,885.97
Mar 25
$56,571.89
Apr 25
$72,362.58
May 25
$57,213.90
Jun 25
$40,751.23
Jul 25
$53,370.56
Aug 25
$70,383.48
Sep 25
$98,360.01
Oct 25
$106,545.93
Nov 25
$71,361.53
Dec 25
$91,751.40
Jan 26
$81,796.22
Feb 26
$38,078.70
Mar 26
$35,848.29
Apr 26
$39,073.98
May 26
$58,016.58
Jun 26
$40,573.84
Jul 26
$66,732.43
Aug 26
$110,281.18
Sep 26 so far
$134,732.11
How it's worked out
Adds up every number in Amount in Arrears (248 rows carry one).
Bucketed by Event Date, month by month: each point is the total of the rows dated inside that month. Rows with no readable date are left out and counted in the note.
Over 248 rows.
Written as money because the values in the column carry cents.
Targets, tracking, and a forecast you can check.
Set a target on any figure and see the gap. On a month that’s still
running, the projection is a run rate on your trading days — the
working is printed under it, so anyone can redo it on a calculator.
No models, no “AI insights”, nothing you can’t argue with.
so far ÷ trading days elapsed × trading days in the month
Sales overviewwhat everybody else starts on
Total amount
$137,706.83
across 281 rows
How it's worked out
Adds up every number in Amount (281 rows carry one).
Over 281 rows.
Written as money because the values in the column carry cents.
Total quantity
525
across 281 rows
How it's worked out
Adds up every number in Quantity (281 rows carry one).
Over 281 rows.
Customer
281
rows where Customer is filled in
How it's worked out
Counts the rows where Customer is filled in.
Over 281 rows.
Total amount by customer
The smallest 5 are folded into Other, together $27,465.79.
Adds up every number in Amount (281 rows carry one).
One bar per value of Customer: each bar is the total of the rows carrying that value. Past the top 12 values the rest are folded into Other, which carries their own count and figure.
Over 281 rows.
Written as money because the values in the column carry cents.
Total amount by product
Adds to the total across every row.
Annual plan
$44,104.00Training session
$27,776.00Premium service
$24,738.00Standard service
$11,862.00Starter kit
$11,528.70Monthly plan
$5,423.60Call-out
$5,377.00Replacement part
$4,884.05Consumables pack
$2,013.48
Adds to
$137,706.83.
How it's worked out
Adds up every number in Amount (281 rows carry one).
One bar per value of Product: each bar is the total of the rows carrying that value. Past the top 12 values the rest are folded into Other, which carries their own count and figure.
Over 281 rows.
Written as money because the values in the column carry cents.
Adds up every number in Amount (281 rows carry one).
One bar per value of Category: each bar is the total of the rows carrying that value. Past the top 12 values the rest are folded into Other, which carries their own count and figure.
Over 281 rows.
Written as money because the values in the column carry cents.
Amount, month by month
Every row has a date.
$2,301.00
$19,568.39
$13,931.84
Sep 25Nov 25Jan 26Mar 26May 26Jul 26Sep 26
The last month is still going — 21 of 22 trading days (Mon, Tue, Wed, Thu, Fri).
Show the numbers
Period
Amount
Sep 25
$2,301.00
Oct 25
$11,866.72
Nov 25
$11,501.02
Dec 25
$10,518.32
Jan 26
$5,971.67
Feb 26
$12,632.47
Mar 26
$2,371.50
Apr 26
$7,873.05
May 26
$12,109.30
Jun 26
$15,917.75
Jul 26
$19,568.39
Aug 26
$11,143.80
Sep 26 so far
$13,931.84
How it's worked out
Adds up every number in Amount (281 rows carry one).
Bucketed by Invoice Date, month by month: each point is the total of the rows dated inside that month. Rows with no readable date are left out and counted in the note.
Over 281 rows.
Written as money because the values in the column carry cents.
Built for your industry
Lenders get four boards on day one.
Tell us what you do and the sample you sign in to is already shaped
like your business. Export in the format we hand you and your own
numbers land on the same boards.
Settlements What was funded, by product, channel and risk grade, month by month.
The book Current principal, what’s in arrears and by how much, what’s maturing.
Delinquency Entered, cured, rolled to 90 — as movements, so the same loan is never counted twice.
Write-offs and recoveries What was written off and what came back, by product and by method.
Write-offs and recoveriesthe fourth board, on two files
Written off
$1,387,896.75
across 20 rows. Status contains Written Off — 20 of 640 rows.
How it's worked out
Adds up every number in Amount Written Off (20 rows carry one).
Over 20 rows. Status contains Written Off — 20 of 640 rows.
Written as money because the values in the column carry cents.
Loans written off
20
rows where Loan ID is filled in. Status contains Written Off — 20 of 640 rows.
How it's worked out
Counts the rows where Loan ID is filled in.
Over 20 rows. Status contains Written Off — 20 of 640 rows.
Recovered
$31,250.00
across 28 rows
How it's worked out
Adds up every number in Amount Recovered (28 rows carry one).
Over 28 rows.
Written as money because the values in the column carry cents.
Recovery payments
28
rows where Loan ID is filled in
How it's worked out
Counts the rows where Loan ID is filled in.
Over 28 rows.
Written off by product
Adds to the total across every row it kept. Status contains Written Off — 20 of 640 rows.
Line of Credit
$588,138.78Invoice Finance
$331,680.33Business Term Loan
$314,788.29Equipment Finance
$153,289.35
Adds to
$1,387,896.75.
How it's worked out
Adds up every number in Amount Written Off (20 rows carry one).
One bar per value of Product: each bar is the total of the rows carrying that value. Past the top 12 values the rest are folded into Other, which carries their own count and figure.
Over 20 rows. Status contains Written Off — 20 of 640 rows.
Written as money because the values in the column carry cents.
Recovered by method
Adds to the total across every row.
Agency
$13,750.00Direct
$10,250.00Legal
$7,250.00
Adds to
$31,250.00.
How it's worked out
Adds up every number in Amount Recovered (28 rows carry one).
One bar per value of Recovery Method: each bar is the total of the rows carrying that value. Past the top 12 values the rest are folded into Other, which carries their own count and figure.
Over 28 rows.
Written as money because the values in the column carry cents.
Written off, by month
Every row has a date. Status contains Written Off — 20 of 640 rows.
$69,219.69
$529,428.18
Jun 25Aug 25Oct 25Jun 26Sep 26
The last month is still going — 21 of 22 trading days (Mon, Tue, Wed, Thu, Fri).
Show the numbers
Period
Amount written off
Jun 25
$69,219.69
Jul 25
$133,036.82
Aug 25
$9,000.11
Sep 25
$32,378.95
Oct 25
$187,921.78
Nov 25
$116,837.02
Jun 26
$13,032.80
Aug 26
$297,041.40
Sep 26 so far
$529,428.18
How it's worked out
Adds up every number in Amount Written Off (20 rows carry one).
Bucketed by Write-off Date, month by month: each point is the total of the rows dated inside that month. Rows with no readable date are left out and counted in the note.
Over 20 rows. Status contains Written Off — 20 of 640 rows.
Written as money because the values in the column carry cents.
Recovered, by month
Every row has a date.
$2,500.00
$6,000.00
$2,500.00
Aug 25Oct 25Dec 25Feb 26Jul 26Sep 26
The last month is still going — 21 of 22 trading days (Mon, Tue, Wed, Thu, Fri).
Show the numbers
Period
Amount recovered
Aug 25
$2,500.00
Sep 25
$3,000.00
Oct 25
$4,750.00
Nov 25
$750.00
Dec 25
$6,000.00
Jan 26
$3,750.00
Feb 26
$4,000.00
Mar 26
$500.00
Jul 26
$3,500.00
Sep 26 so far
$2,500.00
How it's worked out
Adds up every number in Amount Recovered (28 rows carry one).
Bucketed by Recovery Date, month by month: each point is the total of the rows dated inside that month. Rows with no readable date are left out and counted in the note.
Over 28 rows.
Written as money because the values in the column carry cents.
Everyone else starts on a sales board — invoices, customers, products,
month by month — and builds from there. Retail, trades, gyms, clinics and
hospitality are on the list; tell us what you do on sign-up and it counts.
Every board on this page is drawn from invented numbers, dated today.
How it works
Three things, in that order.
FileUpload the export you already run.
CSV or Excel, every tab read. Next month, upload the new one and every dashboard on it moves together.
DashboardBuild it, then make it yours.
Drag cards into place, pick one of three layouts, set your colours, add a target. Save a draft, publish when it’s right.
ShareOne link, one passphrase, the whole team.
Focus mode for the meeting, a slideshow for the TV in the office, and a filtered list emailed at 7am to whoever needs it.
Where your data lives
Kept in Sydney, and only for you.
Australian servers, Australian business.
Your file is stored in Sydney so the dashboard can be rebuilt each time it’s opened. It never leaves the country.
Not shared, not trained on.
Nobody else sees it, nothing learns from it, and it’s deleted when you delete the report.
Two secrets, not one.
An unguessable link plus a passphrase you choose, so the link is safe to email and forward.
Your columns, your words.
Charts are titled in your own headings. We never rename, recode or “clean up” what you sent.
The spreadsheet tools on this site keep nothing at all —
a file goes through and comes straight back. A dashboard you open every
morning has to be kept, and the data agreement
says exactly how.
See your own numbers on it this afternoon.
Sign up, look at the sample, then drop in your export. Nothing is charged during the trial, and if it isn’t for you, nothing is kept.