Tracking past due performance protects your bottom line, helps manage risk, and ensures operational efficiency. It's not just about recovering money, it's about sustaining a healthy, proactive, financial environment. The Past Due Performance report will plan and identify (potential) issues in billing, customer segments, or internal processes.
Before you continue reading...
- Permission access needed: Past Due Performance Chart.
- Past Due Performance is located under the Revenue tab, on the Sales Revenue page.
Filter Description
Past Due: The opportunity to choose between the following two types.
- PDC: The invoice/client client is in Past Due Communication (PDC).
- Non-PDC: The invoice/client is not in Past Due Communication (PDC).
Date Range: Select from preset date ranges.
Date: Specify date range start and end date.
Scorecard Description
Amount Due: Total amount of revenue owed from customers that have missed a scheduled payment date.
Amount Paid: Total amount received from past due customers.
Average Amount Due: Average amount owed by all customers who have a current past due payment.
Average Amount Paid: Average amount paid by all customers who had a payment past due.
Pie Chart Description
Percentage of Amount Paid: Easily gauge between customers who owe and customer who have paid.
Days Past Due: The proportion of customers who have exceeded the due date within the specified date ranges.
Table Description
#: Total number of rows; not driven by data available.
Customer Name: Customer first and last name.
Client ID: Customer's ClubReady ID.
Failed Attempts: Total number of failed attempts to bring the customer's payment current.
Payment Due: The date the customer was scheduled to pay.
Days Past Due: Total number of days that the customer is late on payment.
Amount Due: Total amount of revenue owed by customer; contributes to the Amount Due revenue.
Amount Paid: Total amount of revenue paid by customer; contributes to the Amount Paid.