Goal Management

Track and manage individual collectors at scale, allowing AR and collections supervisors to have direct visibility into the effectiveness of their team's efforts.

Proactive and Automated Workflows Managing a high-performance collections team starts with knowing exactly how your collectors are performing, and where they need support.

• **Simplify Outreach with Intelligent Automation: **Deliver branded dunning letters, statements, and scheduled automation based on account risk and score, enabling collectors to focus on high-priority tasks.
• **What Gets Measured, Gets Improved: **Live dashboards centralize your team’s key metrics, making it easy to spot what’s working, where support is needed, and how to keep collections efforts aligned with business goals.
• **Set the Targets, Track in Real-Time: ** - Set custom goals for each collector - Monitor key performance indicators: - Cash collected vs. total past due - DSO by customer Avg. days to payment (ADTP) - Receive alerts when a goal is at risk or performance drops

Features

• Custom Goal Setting: Define targets for each collector based on portfolio size, risk level, or business unit.
• Live Performance Dashboards: Monitor metrics like cash collected, DSO, and average days to payment in real time.
• Automated Outreach Tools: Deliver branded dunning letters and statements based on account risk and score.
• Risk-Based Alerts: Receive notifications when performance drops or goals are at risk, enabling proactive coaching.
• Team Comparison Tools: Benchmark collectors across similar portfolios to identify trends, outliers, and training needs.