Collector Dashboard

The Collector Dashboard shows a comprehensive view of an individual collector's targets, progress, and actionable items so that they can effectively manage collections activities and drive results. From this dashboard, collectors can:

• Track targets vs. current progress
• View assigned activities
• Understand the financial status of each customer
• Access customer replies to previous communications 
• Follow-up on outstanding invoices
• Identify receivables related to their customers that require immediate action
• View account-level information about disputed, escalated, flagged, critical invoices, invoices with open promises to pay (PTP), and overdue invoice splits
• Prioritize collection efforts, meet organizational objectives, and contribute to company's overall financial health