Metrics and reports
Read your dashboard, its twelve tiles, and the reports behind your collection performance.
Read the balance and delay tiles
What the seven balance and delay tiles measure: customer balance, balance without follow-up, overdue balance, 91 days and over, stalled partial payments, average delay, and the top five overdue accounts.
Read the articleRead the receipts and forecast charts
Read the money that came in month by month, and the three-month forecast built from the collection probability of each aging range.
Read the articleRead the risk, concentration, and activity tiles
How the risk score out of ten is built, what concentration on your largest customers means, and what the collection actions tile counts over the last 30 days.
Read the articleRead your dashboard
Open the dashboard, scope it to one account owner, read the twelve tiles, and open any tile to see its breakdown, its trend chart, and the formula behind it.
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