Collections Intelligence
Filters:
₹146.0L
Total Outstanding
↑ 4.5%
₹56.6L
Total Overdue
↓ 2.1%
₹54.5L
Collected MTD
↑ 8.2%
₹12.0L
Projected (7d)
₹38.0L
Projected (30d)
81%
On-Time %
₹8.5L
Client Risk
₹4.2L
Missed Follow-ups
₹3.8L
Legal Escalation
85%
Follow-up %
42 days
Avg DSO
82%
Collector Util
1. Collection Summary & Trend Analytics
Ageing Analysis Heatmap
| BU | 0-30 | 31-60 | 61-90 | 90+ |
|---|---|---|---|---|
| Finance | ₹4.5L | ₹2.8L | ₹1.5L | ₹0.9L |
| Healthcare | ₹5.2L | ₹3.5L | ₹2.8L | ₹2.0L |
| Retail | ₹4.8L | ₹4.2L | ₹3.1L | ₹1.9L |
| Manufacturing | ₹3.8L | ₹2.9L | ₹1.8L | ₹1.2L |
| Technology | ₹5.2L | ₹3.1L | ₹1.4L | ₹0.8L |
DSO: 42 days
CEI: 82%
PTD: 78%
Escalated: 8%
On Promise: 65%
2. User (Collector) Performance Analytics
| Rank | Name | Assigned | Collected | Followups | On-Time % | Missed | Avg Delay | Conv % | Sat |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Rajesh Kumar | ₹12.0L | ₹8.5L | 45 | 82% | 8 | 3.2d | 78% | 8.5 |
| 2 | Priya Singh | ₹9.5L | ₹7.2L | 52 | 88% | 4 | 2.1d | 85% | 9.2 |
| 3 | Vikram Patel | ₹11.0L | ₹6.5L | 38 | 75% | 12 | 4.8d | 72% | 7.8 |
| 4 | Neha Sharma | ₹8.5L | ₹5.2L | 28 | 68% | 18 | 6.5d | 65% | 6.9 |
| 5 | Arun Verma | ₹9.2L | ₹6.8L | 48 | 80% | 10 | 3.8d | 76% | 8.3 |
Efficiency Radar
Team Comparison
Capacity Analytics
3. Client Performance & Risk Intelligence
| Client | Outstanding | Overdue | Delay | Score | Risk | Promises | Compliance | Stage |
|---|---|---|---|---|---|---|---|---|
| Infosys Ltd | ₹4.5L | ₹1.8L | 5d | 85 | Low | 0 | 95% | None |
| Apollo Hospitals | ₹3.5L | ₹1.2L | 8d | 72 | Medium | 1 | 80% | None |
| Reliance Ind | ₹2.8L | ₹0.9L | 12d | 68 | Medium | 2 | 70% | L1 |
| Walmart India | ₹5.2L | ₹2.5L | 18d | 55 | High | 3 | 50% | L1 |
| HDFC Bank | ₹3.8L | ₹0.9L | 3d | 92 | Low | 0 | 98% | None |
| Taj Group | ₹2.9L | ₹1.8L | 22d | 42 | Critical | 5 | 35% | L2 |
Top 5 Outstanding
Top 5 Overdue
4. Efficiency Metrics
SLA Compliance
Workload
Channels
5. Predictive & Optimization
7-Day Forecast
₹12.0L
Confidence: 78%
30-Day Forecast
₹38.0L
Confidence: 72%
Payment Probability
| Client | 7 Days | 15 Days | 30 Days |
|---|---|---|---|
| Infosys Ltd | 95% | 98% | 100% |
| Apollo Hospitals | 68% | 82% | 90% |
| Walmart India | 35% | 55% | 70% |
| Taj Group Hotels | 15% | 28% | 45% |
Recommended Actions
1. Reassign 15 invoices from Collector #4 to #5Impact: ₹2.1L (+18%)
2. Escalate 7 invoices to L1 recoveryImpact: ₹1.8L (+15%)
3. Force call for 12 high-value invoicesImpact: ₹0.9L (+8%)
4. Add extra followup to 5 key clientsImpact: ₹0.7L (+5%)
5. Move 3 chronic defaulters to RecoveryImpact: ₹0.5L (+4%)
6. Insights & Alerts
🚨
₹3.2L overdue for 20+ days with no followup
Count: 5
🚨
Clients in Critical Risk with >₹5L exposure
Count: 2
⚠️
Missed Followups spike (30% increase)
Count: 12
⚠️
Collector #4 performance drop (-15%)
Count: 1
ℹ️
Legal pending items ready for filing
Count: 5
ℹ️
Major promised payment not received
Count: 2
MD Action Console
Collector Delays (8)
Client Non-Response (5)
System Errors (2)
Audit Log
| Time | Action | By | Status |
|---|---|---|---|
| 10:30 AM | Escalated INV-001 | Admin | Done |
| 09:45 AM | Reassigned C003 | Manager | Done |
| Yesterday | Bulk Email (50) | System | Sent |
| Yesterday | Risk Score Update | System | Completed |
| 2 Days Ago | Policy Change | Admin | Logged |