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
- Balance âgée disponible en permanence, sans retraitement
- Encours par commercial suivi en continu
- Périmètres de visibilité cloisonnés par rôle