Part 4 / 5Necense
Real-time outstanding balance reporting: management and sales reps on the same data
What was done
Dashboards are recalculated at each synchronization:
- total outstanding balance, number of clients involved, number of clients to follow up with,
- aging balance (to fall due, 1–30 days, 31–60 days, +60 days) visualized graphically,
- outstanding balance by sales rep with their volume of reminders and critical files,
- "My outstanding balance" view restricted to each sales rep's own scope.
Access rights are compartmentalized: a sales rep sees their portfolio, management sees the whole picture.
Client benefit
The weekly meeting no longer starts with a debate over numbers. Everyone reads the same screen, with a level of detail adapted to their role, and the discussion finally focuses on the actions to be taken.
Results achieved
- Aging balance available at all times, without reprocessing
- Outstanding balance by sales rep tracked continuously
- Visibility scopes compartmentalized by role
Written by
Jean-Baptiste Duquesne
Partner — SEO, GEO & CRM
A web pioneer since 1995 and founder of 750g.com (sold to Webedia). At Good Morning AI he leads SEO, visibility inside generative engines (GEO) and customer lifecycle work.