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[FREE] 5 in 1 - Credit and Collections Efficiency Calculator (Excel Tool)
KPIs and Reporting
Download this excel tool to calculate your department or organization’s efficiency
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  • Lesson Overview

According to 87% of SMEs, measuring department efficiency effectively is a major concern

Measuring your company's or department's efficiency allows you to make operational changes, such as adding employees or equipment to meet deadlines. Continuously measuring effectiveness helps the company to compare the efficiency of its operations over time and make appropriate adjustments.

So how do you measure and continue to improve? Use this 5 in 1 - Credit and Collections Efficiency Calculator to determine the efficiency and effectiveness of your organization or department.

The Tool Includes -

1. Department Efficiency Calculator

2. Collector Efficiency Calculator

3. Dispute Management Analyst Efficiency Calculator

4. Cash Application Efficiency Calculator

Instructor
Robert S. Shultz · Founder, Quote to Cash Solution
This template has been created by Robert Shultz. With an immense experience of over 30 years as a global credit and financial executive for large multi-national companies. Robert also provides consulting services in all aspects of the credit and collections process for companies of all sizes in a variety of industries. He is one of the founding partners of Quote to Cash Solutions.
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[FREE] 5 in 1 - Credit and Collections Efficiency Calculator (Excel Tool)

Download this excel tool to calculate your department or organization’s efficiency

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About this course

promoImage
description
lessonOverview

According to 87% of SMEs, measuring department efficiency effectively is a major concern

Measuring your company's or department's efficiency allows you to make operational changes, such as adding employees or equipment to meet deadlines. Continuously measuring effectiveness helps the company to compare the efficiency of its operations over time and make appropriate adjustments.

So how do you measure and continue to improve? Use this 5 in 1 - Credit and Collections Efficiency Calculator to determine the efficiency and effectiveness of your organization or department.

The Tool Includes -

1. Department Efficiency Calculator

2. Collector Efficiency Calculator

3. Dispute Management Analyst Efficiency Calculator

4. Cash Application Efficiency Calculator
instructor
name title image description
Robert S. Shultz Founder, Quote to Cash Solution This template has been created by Robert Shultz. With an immense experience of over 30 years as a global credit and financial executive for large multi-national companies. Robert also provides consulting services in all aspects of the credit and collections process for companies of all sizes in a variety of industries. He is one of the founding partners of Quote to Cash Solutions.
recommendation
image tag title description link duration
A/R Manager Basics of Financial Statements Analysis for Credit Analysts Free online course on analyzing the creditworthiness and understanding the basics of financial statements of a company with different methods and techniques. https://academy.highako.com/basics-of-financial-statements-analysis-for-trade-credit-analysts 30 Mins
A/R Manager Decoding Trade Credit Balance Sheet and P&L Statements Intepretation of balance sheet and P&L is easy. Get this Free Online course on how to read and interpret balance sheet and P&L statement for a credit analyst https://academy.highako.com/decoding-trade-credit-balance-sheet-and-pl-statements 30 Min
Bankruptcy Understanding the Credit and Collections KPIs Improve your team's productivity and process efficiency by understanding and tracking company metrics like DSO and CEI. https://academy.highako.com/understanding-the-credit-and-collections-kpis-course 120 Min

About this course

promoImage
description
lessonOverview

According to 87% of SMEs, measuring department efficiency effectively is a major concern

Measuring your company's or department's efficiency allows you to make operational changes, such as adding employees or equipment to meet deadlines. Continuously measuring effectiveness helps the company to compare the efficiency of its operations over time and make appropriate adjustments.

So how do you measure and continue to improve? Use this 5 in 1 - Credit and Collections Efficiency Calculator to determine the efficiency and effectiveness of your organization or department.

The Tool Includes -

1. Department Efficiency Calculator

2. Collector Efficiency Calculator

3. Dispute Management Analyst Efficiency Calculator

4. Cash Application Efficiency Calculator
instructor
name title image description
Robert S. Shultz Founder, Quote to Cash Solution This template has been created by Robert Shultz. With an immense experience of over 30 years as a global credit and financial executive for large multi-national companies. Robert also provides consulting services in all aspects of the credit and collections process for companies of all sizes in a variety of industries. He is one of the founding partners of Quote to Cash Solutions.
recommendation
image tag title description link duration
A/R Manager Basics of Financial Statements Analysis for Credit Analysts Free online course on analyzing the creditworthiness and understanding the basics of financial statements of a company with different methods and techniques. https://academy.highako.com/basics-of-financial-statements-analysis-for-trade-credit-analysts 30 Mins
A/R Manager Decoding Trade Credit Balance Sheet and P&L Statements Intepretation of balance sheet and P&L is easy. Get this Free Online course on how to read and interpret balance sheet and P&L statement for a credit analyst https://academy.highako.com/decoding-trade-credit-balance-sheet-and-pl-statements 30 Min
Bankruptcy Understanding the Credit and Collections KPIs Improve your team's productivity and process efficiency by understanding and tracking company metrics like DSO and CEI. https://academy.highako.com/understanding-the-credit-and-collections-kpis-course 120 Min