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Finanças

Credit & Collections

delinquency under control

A receivable is not profit until it lands

Organizes the portfolio by aging bucket and tracks the effect of each step in the collections sequence. It separates the risk granted at credit analysis from the risk that showed up afterwards. Meant for operations combining ERP, credit bureau and an outsourced collections system.

Cover artwork of the Credit & Collections Template

Navigation

  • Overview
  • Delinquency
  • Collections Sequence

Typical filters

  • Year
  • Month
  • Aging Bucket
  • Portfolio

Suggested data sources

  • ERP (accounts receivable)
  • Credit bureau
  • Collections system

Decorative elements

Decorative element 1 of the Credit & Collections Template
Decorative element 2 of the Credit & Collections Template

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