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Overview

Resource ID: INDIGO-ARES-0185

Link: https://www.microfact.org/microfinance-tools/mfi-factsheet/

The MFI Factsheet is a simple and user-friendly Excel-based tool for monitoring the financial and social performance of a microfinance institution.

Based on inputs obtained from the financial statements, 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 (Management Information System) tool.

More details

Impact goal: Development poverty reduction

Internal/external: Internal

Leader: Belgian Raiffeisen Foundation (BRS), Appui au Développement Autonome (ADA)

Method: Operational data, Mission alignment, Ex ante projections

Output format: Monetary valuation

Scale: Meso

Sourcing: Self driven

Time frame: Ongoing

Type: Tool

Used in sectors: Development, Microfinance

Who: Private sector

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INDIGO data are shared for research and policy analysis purposes. INDIGO data can be used to support a range of insights, for example, to understand the social outcomes that projects aim to improve, the network of organisations across projects, trends, scales, timelines and summary information. The collaborative system by which we collect, process, and share data is designed to advance data-sharing norms, harmonise data definitions and improve data use. These data are NOT shared for auditing, investment, or legal purposes. Please independently verify any data that you might use in decision making. We provide no guarantees or assurances as to the quality of these data. Data may be inaccurate, incomplete, inconsistent, and/or not current for various reasons: INDIGO is a collaborative and iterative initiative that mostly relies on projects all over the world volunteering to share their data. We have a system for processing information and try to attribute data to named sources, but we do not audit, cross-check, or verify all information provided to us. It takes time and resources to share data, which may not have been included in a project’s budget. Many of the projects are ongoing and timely updates may not be available. Different people may have different interpretations of data items and definitions. Even when data are high quality, interpretation or generalisation to different contexts may not be possible and/or requires additional information and/or expertise. Help us improve our data quality: email us at indigo@bsg.ox.ac.uk if you have data on new projects, changes or performance updates on current projects, clarifications or corrections on our data, and/or confidentiality or sensitivity notices. Please also give input via the INDIGO Data Definitions Improvement Tool and INDIGO Feedback Questionnaire.