What is the Performance tracking report?

Analyzing collections activities naturally involves multiple reports, multiple perspectives, and multiple indicators.

The Performance tracking report has been designed to provide a consolidated and summarized view of this information, in order to facilitate the analysis and monitoring of collections activity.
It brings together, within a single report, indicators coming from different components of My DSO Manager, offering a global, comparative, and actionable view of team performance.

It allows you to analyze:

• the effectiveness of the actions carried out
• the performance of collectors,
• the evolution of results within a given scope.

To access the report, go to the Insightstab and click on Performance trackingin the dropdown menu :




The report is displayed as a summary table, structured by collector.
Indicators are shown as columns and grouped by functional categories (overdue items, actions, cash collection, disputes, etc.), enabling a clear and comparative reading of results.



A consolidated total is fixed at the top of the table to facilitate comparison with individual data:



The report equips teams to move from simple action tracking to a culture of measurable performance, making it a lever for operational monitoring, continuous improvement, and managerial communication.

The report is visible for the following roles:

• Administrator
• Credit Manager
• Collector

Pre-filtering the analysis

A panel of filters is available to adapt the report display to the analyzed scope.



The available filters are aligned with the standard platform filters, ensuring consistent use with other My DSO Manager reports.

They allow you to :

• restrict the analysis to a specific scope,
• compare homogeneous populations,
• quickly orient the reading of indicators.

Indicators

By default, the Performance tracking report displays 10 key indicators, selected to provide a synthetic view of collections performance.
These indicators are based on metrics coming from other existing reports (cash-in forecasts, overdue evolution, etc.), in order to deliver a consolidated summary within a single report.



The report is calculated asynchronously; indicators are based on D-1 data.
For more information about available reports, click here

Graphs

For each indicator, a chart icon is available within the table.



Clicking on this icon opens a detailed chart allowing you to analyze the evolution of the selected indicator according to the applied filters.

Display customization

The Performance tracking report also allows you to adapt the indicator display by showing or hiding selected indicators, in order to focus the analysis on specific performance aspects.
You can create your own view to build a table tailored to your analytical needs.To do so, go to Change view and click on + Create a new view :



In the view creation screen, you can select the indicators to display and build a customized table with up to 20 columns :



Enter the view name, then choose its visibility: visible to other users or only within your account.
Once the indicators are selected, click Save to store your custom view:



Once your customised view has been saved, it will be displayed in your customised table:

View management

Public views are accessible to other users with the appropriate rights.
The Administrator and Credit Manager roles are authorized to create public views.
To switch from one view to another, click on the Change View tab and select the desired view from the list of saved views. The new view you select is applied to the table immediately.



Only the creator of a custom view can edit or delete it.
To do so, click Change View ,select the view you created, and make the desired changes before saving or clicking the delete button: