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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.
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!
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| instructor |
| name |
title |
image |
description |
Ins |
| Editor |
Highako Academy |
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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. |
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| related |
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title |
description |
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contentType |
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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 |
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 |
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 |
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