MFI Factsheet

 

The MFI Factsheet is a simple and user-friendly tool for monitoring the financial performance of a microfinance institution. Based on inputs obtained from of a financial statement, the MFI Factsheet calculates the evolution of the main financial performance indicators and also displays the results in graphical form. It can be used for reporting purposes but also functions as an MIS tool (Management Information System).

 

The indicators are grouped in 6 areas covering: aspects of growth, quality of the loan portfolio, financial structure, efficiency and productivity, and sustainability and profitability. Next to the indicators, the MFI Factsheet generates a set of 10 graphs, which are based on one or a combination of several ratios.

 

 Features

  • Easy and fast to use (in Microsoft Excel format)
  • Based on the consensus of the microfinance industry
  • Generates indicators, graphs and ratios automatically
  • Includes comprehensive built-in explanations
  • Multi-language function (English, French, Spanish, Portuguese and Russian)
  • Fast data entry (two to three hours for the first report, 15 minutes to update)
  • Free to use with online support


Designed for

  • Microfinance institutions
  • Support organisations (funders, donors, …)

 

System requirements

  • Microsoft Office 2003 (macro's must be enabled)
  • Windows XP or Vista (the MFI Factsheet is not supported by Apple computers)
  • 5 Mb of available disk space  

 

Download

To request a copy of the MFI Factsheet, go to the Download section. 

 

FAQ 

For any specific question about the MFI Factsheet, please have a look at its FAQ.

 

Support

Go to the Support section for any specific question. 

 

Workshops

Please go to the Microfinance Workshops section to find any training related to the MFI Factsheet.

 

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