Identify active debtors
Understand monthly contacted-account counts and prioritize using balance, replies, and tasks.
Updated
In short
A debtor is active for a month when at least one follow-up email reached **Sent** on its account during that month. A merely scheduled communication does not count. Use this series to measure activity reach, then return to accounts, balances, replies, and tasks to decide which ones need human attention.
Expected result
You explain active-account count and separate contacted volume, exposure, and no-response cases.
Before you start
- Keep the same timezone and monthly window.
- Do not equate active account with currently outstanding account.
Procedure
- Open performance and locate monthly active debtors.
- Confirm the period includes a partial current month.
- Filter Sent communications to recover counted accounts.
- Cross them with balance, latest reply, and open tasks.
- Prioritize high-exposure or silent accounts under your policy.
What Billabex does
The count deduplicates accounts with at least one Sent outgoing email in the month. Months without activity are returned as explicit zeroes for a continuous series.
If the result is not what you expected
- Several emails to one account in a month count one active debtor.
- Scheduled communication or incoming email alone is insufficient.
- Current month changes until close and is not comparable as a complete month.