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NetSuite DSO Reports and Tracking Collector’s Productivity
KPIs and Reporting
This course helps collection analysts build, analyze and track DSO reports and team's productivity in Oracle NetSuite
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  • Lesson Overview
  • Transcript
  • Resources
  • Discuss

As work from home has become a new norm, credit managers want to track their team's productivity on a daily basis.

Hence, you as a collector might be getting a lot of requests from your manager for creating these reports. Now, this might take a lot of effort from your end. Moreover, you need to borrow your valuable time that you could have utilized for dunning customers.

Oracle NetSuite makes this easier for you by providing the option of building DSO reports and tracking the team's productivity in a few clicks.

With this tutorial, learn how you could leverage NetSuite to produce DSO reports based on customer risk categories.

Understand how you could track a collector's productivity by analyzing the number of activities, the amount collected, and the number of invoices paid in full.

BONUS: Build a DSO Dashboard, add a trend graph and send it to your senior management today!

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Instructor
Amanda Soto · Customer Success Manager - NetSuite Certified, 79 Consulting, Tvarana
Amanda Soto is one of the biggest leading consultants, who has over five years of experience in Oracle NetSuite. She has achieved excellence on full life cycle implementation, testing, customizations, product training, and support after implementation. With tremendous knowledge of ERP modules, she is fully capable of handling multiple client accounts with an emphasis on customer satisfaction.
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NetSuite DSO Reports and Tracking Collector’s Productivity

This course helps collection analysts build, analyze and track DSO reports and team's productivity in Oracle NetSuite

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About this Course

promoImage
description
lessonOverview

As work from home has become a new norm, credit managers want to track their team's productivity on a daily basis.

Hence, you as a collector might be getting a lot of requests from your manager for creating these reports. Now, this might take a lot of effort from your end. Moreover, you need to borrow your valuable time that you could have utilized for dunning customers.

Oracle NetSuite makes this easier for you by providing the option of building DSO reports and tracking the team's productivity in a few clicks.

With this tutorial, learn how you could leverage NetSuite to produce DSO reports based on customer risk categories.

Understand how you could track a collector's productivity by analyzing the number of activities, the amount collected, and the number of invoices paid in full.

BONUS: Build a DSO Dashboard, add a trend graph and send it to your senior management today!
transcript

Coming Soon
resources Coming Soon
discuss Coming Soon
instructor
name title image description
Amanda Soto Customer Success Manager - NetSuite Certified, 79 Consulting, Tvarana Amanda Soto is one of the biggest leading consultants, who has over five years of experience in Oracle NetSuite. She has achieved excellence on full life cycle implementation, testing, customizations, product training, and support after implementation. With tremendous knowledge of ERP modules, she is fully capable of handling multiple client accounts with an emphasis on customer satisfaction.
recommendation
image tag title description link duration
Collections Prioritization NetSuite Collections Worklist Segmentation and Prioritization Learn how to segment customers for collections into buckets of strategic accounts in NetSuite. https://academy.highako.com/customer-segmentation-prioritization-netsuite-course 30 Mins
Collection Emails and Letters NetSuite Collections Follow-Ups and Dispute Resolution Methods Tutorial to recover past dues and invalid deductions. https://academy.highako.com/follow-ups-dispute-resolution-methods-netsuite-course 30 Mins
Collection Call Negotiations NetSuite Collection Calls 101: How to Set-up Customer Calls and Follow Up Course on collecting effectively on customer calls. Learn how Oracle Netsuite can reduce your efforts by automating your collection call processes. https://academy.highako.com/netsuite-collection-calls-101-how-to-set-up-customer-calls-and-follow-up 30 Mins
tribe
widgetType Id components
topic kpis-and-reporting header, input

Curriculum20 Mins

  • Creating DSO Reports and Dashboards in NetSuite (~5 Mins)
  • Building DSO reports in Netsuite
  • Adding Customized DSO reports to the NetSuite dashboard
  • Creating Risk-Based DSO Reports in NetSuite (~5 Mins)
  • Creating Customer Catergory for Risk-Based DSO in NetSuite
  • Building DSO Report Based on Customer Risk Category in NetSuite
  • Tracking and Analyzing Collector's Productivity in NetSuite (~5 Mins)
  • Collector’s Productivity: Identifying Number of Activities Handled by a Collector in NetSuite
  • Collector’s Productivity: Analyzing the Amount Collected by a Collector in NetSuite
  • Collector’s Productivity: Identifying the Number of Invoices Paid in Full in NetSuite
  • Tracking and Analyzing DSO per Collector in NetSuite (~ 5 Mins)
  • Tracking DSO Per Collector in NetSuite

About this Course

promoImage
description
lessonOverview

As work from home has become a new norm, credit managers want to track their team's productivity on a daily basis.

Hence, you as a collector might be getting a lot of requests from your manager for creating these reports. Now, this might take a lot of effort from your end. Moreover, you need to borrow your valuable time that you could have utilized for dunning customers.

Oracle NetSuite makes this easier for you by providing the option of building DSO reports and tracking the team's productivity in a few clicks.

With this tutorial, learn how you could leverage NetSuite to produce DSO reports based on customer risk categories.

Understand how you could track a collector's productivity by analyzing the number of activities, the amount collected, and the number of invoices paid in full.

BONUS: Build a DSO Dashboard, add a trend graph and send it to your senior management today!
transcript

Coming Soon
resources Coming Soon
discuss Coming Soon
instructor
name title image description
Amanda Soto Customer Success Manager - NetSuite Certified, 79 Consulting, Tvarana Amanda Soto is one of the biggest leading consultants, who has over five years of experience in Oracle NetSuite. She has achieved excellence on full life cycle implementation, testing, customizations, product training, and support after implementation. With tremendous knowledge of ERP modules, she is fully capable of handling multiple client accounts with an emphasis on customer satisfaction.
recommendation
image tag title description link duration
Collections Prioritization NetSuite Collections Worklist Segmentation and Prioritization Learn how to segment customers for collections into buckets of strategic accounts in NetSuite. https://academy.highako.com/customer-segmentation-prioritization-netsuite-course 30 Mins
Collection Emails and Letters NetSuite Collections Follow-Ups and Dispute Resolution Methods Tutorial to recover past dues and invalid deductions. https://academy.highako.com/follow-ups-dispute-resolution-methods-netsuite-course 30 Mins
Collection Call Negotiations NetSuite Collection Calls 101: How to Set-up Customer Calls and Follow Up Course on collecting effectively on customer calls. Learn how Oracle Netsuite can reduce your efforts by automating your collection call processes. https://academy.highako.com/netsuite-collection-calls-101-how-to-set-up-customer-calls-and-follow-up 30 Mins
tribe
widgetType Id components
topic kpis-and-reporting header, input

Curriculum20 Mins

  • Creating DSO Reports and Dashboards in NetSuite (~5 Mins)
  • Building DSO reports in Netsuite
  • Adding Customized DSO reports to the NetSuite dashboard
  • Creating Risk-Based DSO Reports in NetSuite (~5 Mins)
  • Creating Customer Catergory for Risk-Based DSO in NetSuite
  • Building DSO Report Based on Customer Risk Category in NetSuite
  • Tracking and Analyzing Collector's Productivity in NetSuite (~5 Mins)
  • Collector’s Productivity: Identifying Number of Activities Handled by a Collector in NetSuite
  • Collector’s Productivity: Analyzing the Amount Collected by a Collector in NetSuite
  • Collector’s Productivity: Identifying the Number of Invoices Paid in Full in NetSuite
  • Tracking and Analyzing DSO per Collector in NetSuite (~ 5 Mins)
  • Tracking DSO Per Collector in NetSuite