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This is a detailed credit review template that allows you to plug financial statement details and many other metrics to help you analyze the health of a customer.
There are many tabs on this spreadsheet to help guide you in the process of analyzing your customer, among them:
- Customer Limit Review (CLR) Summary
- Desirability profile
- Key financial info
- Rolling trades
- Bank analysis
- Peer analysis
- Credit opinion
- Monthly sales
- Exposure
- Open order lines
- Projected receipts
- Average Days Late history
- High account balance
As with all such templates, you should use this as a starting point. You might be able to plug this right into your own operations. But chances are, the best thing to do is to use this as an idea-generator to help you get started with what works best for you.
You will want to download this, start putting data in, think about what you're seeing, and kick the tires. From there, you'll be off and running!
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