Portfoliooverview
The first screen your team sees. Every SME linked to your bank, summarised in one place, with the ones that need attention pulled to the top.
See how counts open listsSample Bank · Monday, 12 October 2026
Portfolio overview
Largest financing opportunities
Evaluated SMEs ranked by indicative financing range
| Company | Indicative range (MYR) | Eligibility | Top product | Case |
|---|---|---|---|---|
| Sample Packaging Sdn Bhd | 1.0M – 3.5M | EligibleScore 85/100 | Equipment financingFit 88/100 · +3 more | NewNo owner yet |
| Sample Foods Sdn Bhd | 421k – 1.4M | EligibleScore 72/100 | Working capital lineFit 82/100 · +2 more | In ReviewAisyah R. |
| Sample Logistics Sdn Bhd | 250k – 800k | ConditionalScore 64/100 | Trade financingFit 71/100 · +1 more | Awaiting InfoDaniel T. |
| Sample Print Works Sdn Bhd | 150k – 500k | ConditionalScore 58/100 | Working capital lineFit 63/100 | Not triagedNo owner yet |
Written for Decision-makers
Sample company, anonymised. Figures are illustrative; the rules are the product's.
Checked against the product source on 16 October 2026.
Why it matters
Your relationship managers start the day knowing which SMEs are ready, which are close, and which need a follow-up.
Think of it like this
Like the morning briefing a branch manager wishes they had, already prepared from each company's own documents.
Four numbers, each with its denominator
Every headline figure on the overview states how many SMEs it covers, so partial data never masquerades as the whole portfolio.
10
SMEs in portfolio
5 of 10 with SPOT generated
MYR 31.2M
Total verified revenue
Verified for 6 of 10 SMEs from audited accounts or bank statements
MYR 1.8M to 6.2M
Addressable financing need
Evaluated for 4 of 10 SMEs · sum of indicative ranges
4 SMEs matched
Bank product fit
Indicative only · 6 catalog products in play
Largest financing opportunities · Ranked by top of indicative range
4 evaluated SMEs sum to MYR 1.8M to 6.2M
Sample Packaging Sdn Bhd
MYR 1.0M to 3.5M
Sample Foods Sdn Bhd
MYR 421k to 1.4M
Sample Logistics Sdn Bhd
MYR 250k to 800k
Sample Print Works Sdn Bhd
MYR 150k to 500k
Every count opens its list
Clicking any attention item, onboarding stage, review status, or product bar opens the Companies hub pre-filtered to that exact cohort.
Four overview deep-link triggers
Companies · Filtered to No owner (2 SMEs)
From Needs attention on the overview
Filter rule applied to both views
SPOT report is ready and no relationship manager has been assigned to the case yet.
Sample Packaging Sdn Bhd
Equipment financing (88% fit)
Sample Print Works Sdn Bhd
Working capital line (63% fit)
Both the overview counter and the Companies hub table apply the exact same filter rule, so clicking a count never opens a different number of companies.
Segments and product fit, without guesswork
Industry mix maps SSM business nature to a fixed taxonomy, revenue bands separate unverified companies off the axis, and product fit ranks your own catalog first.
Industry mix · 10 SMEs
Mapped from SSM business nature
- Manufacturing3 · 30%
- Food and beverage2 · 20%
- Logistics1 · 10%
- Agriculture1 · 10%
- Retail1 · 10%
- Engineering1 · 10%
- Wholesale1 · 10%
Any SME without a mapped SSM business nature appears in a muted Unclassified row placed last, rather than forced into a category.
Revenue size · Verified annual revenue, MYR
6 verified · 4 separated
Under MYR 1M
1 SME
Sample Textiles Enterprise (MYR 0.9M)
MYR 1M to 5M
3 SMEs
Sample Foods, Sample Agro, Sample Print Works
MYR 5M to 25M
2 SMEs
Sample Packaging (MYR 14.5M), Sample Logistics (MYR 6.8M)
Unverified: 4 SMEs
SMEs without verified revenue are split off the axis into a separate column so they never read as zero-revenue businesses.
Bank product fit · Your products
Partner catalog ranked first across 4 evaluated SMEs
Working capital line
1 Eligible · 1 Potentially eligible
Sample Foods Sdn Bhd, Sample Print Works Sdn Bhd
Equipment financing
1 Eligible
Sample Packaging Sdn Bhd
Trade financing
1 Potentially eligible
Sample Logistics Sdn Bhd
Indicative eligibility generated by SPOT from document-extracted data. This is not a financing offer or approval; final eligibility is at the sole discretion of the issuing bank.
Who appears on your overview
The overview is the landing screen for institutional subscribers and shows only SMEs linked to your bank.
Sample Bank · Institutional Subscriber portal
Joined via your referral link
An SME registers through your bank’s referral link and is linked to your institution from day one.
Connected from the partner directory
An existing SME owner picks your bank in Partner Connect and confirms that your institution may view its documents and SPOT reports.
Your landing page, not an admin view.
Signing in as an institutional subscriber opens the portfolio overview with your bank’s wordmark in the top bar. Other banks never see your pipeline or your product fit counts.
Same numbers on the hub and the file.
Every stat card, queue count, and product bar reads from the same underlying company records as the Companies hub and SPOT Reports list, so numbers never drift between screens.
Indicative figures, your credit decision.
Revenue, eligibility ranges, and product matches are extracted from each SME’s documents to help your relationship managers prioritise; final underwriting stays with your bank.
Read with this
- Product matching
SPOT checks an SME against every rule of your financing products, and shows which it meets, which it nearly meets, and why.
Why SPOT exists
Reading an SME is slow because its story is scattered across documents. SPOT reads them for you, in minutes, and shows its working.
Continue to Why SPOT exists