Reports/dashboard changes

Reports and dashboards are useful tools for measuring the success of the collections management feature. Some examples of new reports or dashboards that can be created are:

• A list of all customers who owe money, ordered by size of debt

• A list of all customers who have had invoices outstanding for more than 30 days

• Outstanding invoices by size of amount due, or opened date, or by aged status (see Advanced workshop)

• Customers who have recently paid an invoice

In the workshop section, you will have the opportunity to design your own reports and dashboards to suit your particular business needs for collections management.

Note

Tip

Workshop

Gather together all the design work that you have completed for this chapter so far and use the information to compile a list of UI changes that will need to be made.

Define which reports and/or dashboards should be updated or created to make use of the new invoice data which is available in CRM.