94% of potential customers don’t have liquid funds to build and run a business. Many trade creditors provide goods and services to them with the option of paying later, but the process of recovering owed amounts from them is not an easy one. 

In this scenario, it is important to establish proper credit and collection management protocol to collect receivables right on time. But the question is how to ensure that there is no lack of liquid cash or poor cash flow? How 

To deal with such discrepancies Microsoft offers Power BI reports integrated with the credit and collections module. It provides key credit and collections metrics, such as days sales outstanding, balance overdue, credit exposure, and customers that are over their credit limit. These key metrics might signal a lack of liquid cash or poor cash flow.

What will you learn? In this course, we have covered a step-by-step tour to navigate and create Power BI reports in the Credit and Collections workspace of Microsoft D365. Watch this tutorial to effectively manage your customer collections and ultimately improve your cashflows! 

Check out the workspace and related analytics and personalize it to analyze and review your customer account balances.