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[FREE] Credit & Collections Statistical Accomplishments Worksheet for 2022

Download this free template that will help you outline the income generated and the costs saved over the fiscal year to form a robust plan for 2022!

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About this course

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lessonOverview

Over the years, I have found it helpful to have an annual plan for the credit operation." - Rod Wheeland, President, Wheeland Consulting

Credit often is called on to troubleshoot in all kinds of areas and this document template helps you brainstorm beyond the traditional things you might measure. It includes transactional volume in relation to previous periods (this is very important for staffing and workload issues).

With this free template, you can plan in terms of goals, objectives, strategies, and initiatives that will help you communicate to the senior management. Download now!

Key Takeaways:

  • 7 Major Steps for Planning Collection Service Statistical Accomplishments
  • 8 Crucial Metrics of Credit, Collections and A/R Teams 
  • 9 Key Steps for Planning Credit Service Statistical Accomplishments
instructor
name title image description
Jay Clark Ex VP - Credit Controller and Treasurer, Hughes Supply, Inc

With over 40+ years of experience, Jay Clark is an ex Treasury VP of Hughes Supply and was fully accountable for a $2.7 million operating budget and execution of all corporate treasury and high-level finance functions, including cash, debt, and risk management.

She is now an assistant professor at Lake Sumter State College. Florida is a strategic, conceptual decision-maker accustomed to executing tactical initiatives while maintaining the vision of the bigger picture. 
recommendation
image tag title description link duration

 

 Cost vs Value: Credit Department in the Eyes of CFO Watch this credit management training on how the credit teams could maximize the AR turnover and bring the best value proposition to the senior management. https://academy.highako.com/b2b-credit-department-value-proposition 40 Mins

About this course

promoImage
description
lessonOverview

Over the years, I have found it helpful to have an annual plan for the credit operation." - Rod Wheeland, President, Wheeland Consulting

Credit often is called on to troubleshoot in all kinds of areas and this document template helps you brainstorm beyond the traditional things you might measure. It includes transactional volume in relation to previous periods (this is very important for staffing and workload issues).

With this free template, you can plan in terms of goals, objectives, strategies, and initiatives that will help you communicate to the senior management. Download now!

Key Takeaways:

  • 7 Major Steps for Planning Collection Service Statistical Accomplishments
  • 8 Crucial Metrics of Credit, Collections and A/R Teams 
  • 9 Key Steps for Planning Credit Service Statistical Accomplishments
instructor
name title image description
Jay Clark Ex VP - Credit Controller and Treasurer, Hughes Supply, Inc

With over 40+ years of experience, Jay Clark is an ex Treasury VP of Hughes Supply and was fully accountable for a $2.7 million operating budget and execution of all corporate treasury and high-level finance functions, including cash, debt, and risk management.

She is now an assistant professor at Lake Sumter State College. Florida is a strategic, conceptual decision-maker accustomed to executing tactical initiatives while maintaining the vision of the bigger picture. 
recommendation
image tag title description link duration

 

 Cost vs Value: Credit Department in the Eyes of CFO Watch this credit management training on how the credit teams could maximize the AR turnover and bring the best value proposition to the senior management. https://academy.highako.com/b2b-credit-department-value-proposition 40 Mins