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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

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