Are you providing the right level of credit to the right customers? Is your organization collecting efficiently and effectively? Credit and collections insights provides proactive guidance about questions such as these and more. It provides key credit and collections metrics, such as days sales outstanding, balance overdue, credit exposure, and customers who are over their credit limit. It uses transactional data and provides aggregate views of credit and collections across all designated companies. It also provides a breakdown per company, customer group, and customer.
In addition to historical trends and analysis, you can leverage predictive analysis and built-in visuals to proactively show and identify trends. By experimenting with the visuals, you can see emerging trends and key groups of customers and credit.
The Credit and collections insights capabilities are available as part of a workspace within Dynamics 365 for Finance and Operations, and also in a stand-alone app, which is available at https://appsource.microsoft.com.
Main features and enhancements in Finance Insights: Credit and collections for Dynamics 365 Spring 18 Release:
Credit and collections insights provides analytics that help organizations effectively manage their credit and collections processes. It provides:
- Aggregate views of credit and collections across all designated companies.
- Data broken down by company, customer group, and customer.
- Credit overview report.
- Collections report.
- Credit and collections details for a variety of dimensions.
- Predictive analytics to help identify trends.