The report Overdue trend allows to visualize the evolution over time of the performance in debt collection.
It is particularly relevant because beyond the gross evolution of overdue amount per week or per month
, it allows to filter
them by customer groups, analytical fields, by type of status
This approach highlights the causes
of the improvement or deterioration of performance (more or less disputes
, typology of customers in financial difficulties, etc.) and thus to treat
The overdue rate
is displayed, as well as the total receivable
that is displayed if the corresponding check box is selected. Both indicators can be adjusted according to the bracket you want to focus on: Total, +30d, +60d or +90d.
Like all other reports, it is also filterable
, by sales manager (or other actor associated with the customers) and by the client customized fields set as analytical.
shows the overdue
trend by customers
per week or month depending on the selected option. It can be sorted
in many ways to target clients on which you want to act.
It is possible to « Group results »
and by any customer analytical field:
on a given date by clicking on « Situation on ... » (top right of the screen).