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Description
Dashboard- Money in transit
Way to quickly tell how much money is in transit- CC payments processing, checks that have yet to post, etc. This is something I ask Candy for all the time.
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Dashboard- Top Debtors
Which accounts owe the most money? Which accounts have the oldest invoices? Helps finance get quick picture w/o having to run reports or think about it.
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Dashboard- Message/Sequence Effectiveness
Measure the effectiveness of certain messages or sequences based on reply rates.
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-The percentage of collected payments versus total outstanding receivables for a time period of our choosing - CEI
-The percentage of collected payments versus total outstanding receivables for a time period of our choosing - CEI
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Dashboard- -Average days an invoice is past due - days from invoice due date to invoice payment (even better is to be able to track this by customer as well as the overall Company stats)
-Average days an invoice is past due - days from invoice due date to invoice payment (even better is to be able to track this by customer as well as the overall Company stats)
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Dashboard-Cash Flow forecaster
Could get better over time using analytics around average payment time per account and per account individual client.
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-Average days it takes to collect - days from invoice issuance to invoice payment (even better is to be able to track this by customer as well as the overall Company stats) - DSO
-Average days it takes to collect - days from invoice issuance to invoice payment (even better is to be able to track this by customer as well as the overall Company stats) - DSO
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Dashboard- -Manual to-do area - “To Be Invoiced, Waiting for PO, etc”
-Manual to-do area - “To Be Invoiced, Waiting for PO, etc”- for all situations finance may need to track that do not have an issued invoice yet.
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Dashboard -Promise to pay/ broken promise
See this in the dashboard who are we chasing that is not sticking to their word? Focus list
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Dashboard- Know your clients
-Top 10/20 fastest/slowest paying clients historically
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