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[Free] Checklist ­: Evaluating Credit and Collections Efficiency
KPIs and Reporting
Download this checklist to measure your credit and collection department efficiency
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  • Lesson Overview

“Efficiency is doing things right. Effectiveness is doing the right thing” 

Is your credit and collections department efficient? There are other ways to look at this, such as whether the department is maximizing its potential to meet the company's objectives in terms of cash flow and liquidity revenue generation. The credit and collections department plays a key role in both of these things in terms of cash flow and liquidity, as well as an effective collection of accounts receivable.

Looking at your department, is it effective in these areas? In order to really measure these things, use this checklist now

 

Instructor
Robert S. Shultz · Founder, Quote to Cash Solution
This checklist 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] Checklist ­: Evaluating Credit and Collections Efficiency

Download this checklist to measure your credit and collection department efficiency

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About this course

promoImage
description
lessonOverview

“Efficiency is doing things right. Effectiveness is doing the right thing” 

Is your credit and collections department efficient? There are other ways to look at this, such as whether the department is maximizing its potential to meet the company's objectives in terms of cash flow and liquidity revenue generation. The credit and collections department plays a key role in both of these things in terms of cash flow and liquidity, as well as an effective collection of accounts receivable.

Looking at your department, is it effective in these areas? In order to really measure these things, use this checklist now

 
instructor
name title image description
Robert S. Shultz Founder, Quote to Cash Solution This checklist 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 PL 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

“Efficiency is doing things right. Effectiveness is doing the right thing” 

Is your credit and collections department efficient? There are other ways to look at this, such as whether the department is maximizing its potential to meet the company's objectives in terms of cash flow and liquidity revenue generation. The credit and collections department plays a key role in both of these things in terms of cash flow and liquidity, as well as an effective collection of accounts receivable.

Looking at your department, is it effective in these areas? In order to really measure these things, use this checklist now

 
instructor
name title image description
Robert S. Shultz Founder, Quote to Cash Solution This checklist 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 PL 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