Reporting and analytics
Read collection, cash-flow and performance indicators without unnecessary jargon.
In this section
- 01 Read the dashboard and aged balance Read outstanding amounts by currency and age bucket, then return to invoices behind each total.
- 02 Track collections Compare monthly collections in base currency without confusing a movement with its cause.
- 03 Understand the cash-flow forecast Read promises and open due dates as a dated scenario, never a guarantee of collection.
- 04 Understand DSO Interpret countback DSO over complete months and connect changes to receivables and billed revenue.
- 05 Identify active debtors Understand monthly contacted-account counts and prioritize using balance, replies, and tasks.
- 06 Measure deliverability Calculate delivery, open, and response rates using their real denominators and limitations.
- 07 Read your agent performance Read activity, replies, attributed collections, and time saved without turning correlation into causation.
- 08 Understand data update delays Separate import, projection, email feedback, and analytics calculation to know how long to wait.