The payment profile report allows you to view the distribution of your customers according to their payment behavior, in number or amount.
It highlights whether the payment behavior of your customers is healthy
(a high proportion of good payers) or deteriorated
(a large proportion of bad payers). Based on this report, you will be able to adjust your collection strategy, in addition to facilitate decision-making in Credit Management.
The payment profile report
is derived from the payments profiles defined in your My DSO Manager
account → How to manage Payment profile?
is defined according to the average payment delay observed over six rolling months
It allows to visualize the distribution of your customers
according to their payment behavior, in number or amount:
It is also possible to view the evolution of the Payments profiles
, in months or weeks, in the form of lines or a histogram:
By default, it highlights the payment behavior by customer
. This list can be sorted in many ways to target the customers you want to act on.
, a descending sort on the « Average payment delay » will show the worst payers, which will help you to identify the customers presenting a high risk for the cash flow and the profitability of your business.
From the « Trend »
tab, see the improvements and / or deterioration
of your customers payment behavior, that you can analyze on multiple axes.
This table highlights the evolution of payment behavior by customers, and allows you to quickly identify any deterioration in a client's behavior
that could suggest financial difficulties, and thus act upstream. Or conversely, highlight clients whose behavior has improved
following properly carried out follow-up actions.
It is possible to « Group results »
and by any customer analytical field:
it by collector
, group of customers, salesperson, etc., and to find it by customer
in the Reports and Indicators tab of the customer file. It can also be displayed at an earlier date
As all reports, it is possible to
View of the payment profile
evolution from the customer file