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Credit Review Template to Analyse Customer's Financial Health

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.

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Editor · Highako Academy

Highako.com is a video-first micro-learning platform trusted by over 10,000+ Credit and Collections professionals. Leverage Highako to drive skill growth with role-specific expert video lessons, and hands-on assessments. Connect and collaborate with the largest credit community and get access to ready-to-use templates.

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:

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!

Credit Review Template to Analyse Customer's Financial Health

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.

Limited availability | See below

About this course

description

lessonOverview

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!

instructor

name	title	image	description	Ins
Editor	Highako Academy		Highako.com is a video-first micro-learning platform trusted by over 10,000+ Credit and Collections professionals. Leverage Highako to drive skill growth with role-specific expert video lessons, and hands-on assessments. Connect and collaborate with the largest credit community and get access to ready-to-use templates.

related

image	tag	title	description	link	contentType
	KPIs and Reporting	A Complete Credit Scoring Sheet For Faster Credit Review	Refer to this credit scoring model example, to know the basic format of a credit scoring sheet of a credit department.Follow this for creating your credit scoring sheet easily	https://academy.highako.com/credit-scoring-sheet-for-faster-credit-review
	Deductions Resolution	Oracle R12 EBS Credit Assessment and Approval	This course will help you create credit scoring model based on essential factors unique to your business and configure credit reviews.	https://academy.highako.com/oracle-credit-assessment

About this course

description

lessonOverview

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!

instructor

name	title	image	description	Ins
Editor	Highako Academy		Highako.com is a video-first micro-learning platform trusted by over 10,000+ Credit and Collections professionals. Leverage Highako to drive skill growth with role-specific expert video lessons, and hands-on assessments. Connect and collaborate with the largest credit community and get access to ready-to-use templates.

related

image	tag	title	description	link	contentType
	KPIs and Reporting	A Complete Credit Scoring Sheet For Faster Credit Review	Refer to this credit scoring model example, to know the basic format of a credit scoring sheet of a credit department.Follow this for creating your credit scoring sheet easily	https://academy.highako.com/credit-scoring-sheet-for-faster-credit-review
	Deductions Resolution	Oracle R12 EBS Credit Assessment and Approval	This course will help you create credit scoring model based on essential factors unique to your business and configure credit reviews.	https://academy.highako.com/oracle-credit-assessment