Results, Analytics and Automation
Use Results to check cash received in a period. Analytics compares invoices from their first actionable assessment.
What you need: Credit Control access and the relevant record permissions. Cash figures require invoice and payment list access.
Choose which customers, currency and period to include before comparing figures. Period choices include Last 30 days, 90 days, six months, twelve months and all history.
Results
Section titled “Results”Results shows debt first assessed in the period and cash received in that time as separate figures.
| Measure | What it means |
|---|---|
| New value chased | Value recorded at the first actionable assessment during the period |
| Net collected | Allocated cash by payment date, including refunds and collections against older measured debt |
| Opening baseline assessed | Existing debt first measured during the period, shown separately from newly started chasing |
| Invoices with net receipts | Invoices with positive net receipts during the period, including those only partly recovered |
| Fully cash-recovered | Invoices reaching full cash recovery during the period |
| Collected before / without contact | Cash allocated after assessment but before, or without, recorded outreach |
| Collected after contact | Cash allocated after recorded outreach |
Cash received before the first assessment is shown separately. It is outside chased recovery.
Example: an assessed £100 invoice receives £40. Net collected increases by £40 even though £60 remains outstanding. A later £10 refund reduces net collected by £10.
Credits can settle an invoice without recovering the whole amount in cash. Promised payments are not cash collected.
Check the live workload
Section titled “Check the live workload”Overdue exposure now, Not yet measured, Scheduled work due and Contact held describe the current workload.
These figures show live work, regardless of the period or debt group selected. The starting-owner filter applies only to measured results.
Live pipeline and safeguard filters use the current case. Measured results use the pipeline and safeguard class saved at the first assessment.
Invoice ageing uses the invoice due date. Grace periods affect action eligibility, not ageing.
Credit Control Analytics
Section titled “Credit Control Analytics”Analytics groups invoices by when they were first assessed. This group is a cohort.
Compare the starting debt, net cash, balance left and non-cash changes. Part payments count towards cash recovery straight away. If credit clears part of a bill, it is not fully recovered in cash.
The opening baseline shows existing debt whose original chase start is unknown. Select the debt group before comparing results.
Payment-time figures exclude the opening baseline. The 7, 14 and 30-day views include only invoices old enough to reach each point.
Break results down by pipeline, starting owner or safeguard class. Use Export CSV for the management breakdown.
Later changes can take net cash above the debt first assessed. The recovery rate has no cap.
Collections by stage and operational controls
Section titled “Collections by stage and operational controls”Collections by stage puts cash against the last stage recorded on the payment date. A linked refund reduces that stage’s total.
An invoice can appear at several stages. Do not add the invoice counts together.
Operational controls shows holds, payment plans, reviews and service states. Open queues show live work. Closed work uses its outcome date.
These controls use the current case scope. The measured debt group and starting owner do not filter them.
Late-payment assessments shows fees and interest by the date they were assessed. These amounts are not cash received.
Invoice Results
Section titled “Invoice Results”Open Invoice Results, or follow a Results card, to inspect the invoices behind a figure.
Period activity uses payment dates. The cohort view uses assessment dates. Check which view you chose before comparing an export with the dashboard.
Use the filters to select new assessments, the opening baseline, receipts or full cash recovery. Open an invoice to investigate its payments and adjustments, or export the filtered detail.
Communications
Section titled “Communications”Open Communications to check contact attempts by channel and outcome.
The period uses the outcome date. Pending attempts use the date they were created or queued. Each attempt counts once. Cancelled and suppressed attempts are shown separately from failures.
A queued or approved message is not proof of delivery. Check its recorded outcome before deciding whether another contact is needed.
Legacy results
Section titled “Legacy results”Legacy results keeps the settlement outcomes saved on chase items. They describe how debt cleared at that point. They do not measure net cash in the same way as Results.
Keep legacy totals separate from measured cash. They use different starting points and rules.
Automation
Section titled “Automation”Automation records what each daily Credit Control run did. Select a run and filter its processed, blocked, skipped or error entries.
The run shows its release, start and completion state. Held by Finance identifies a business day intentionally left unreleased under Hold.
Check new cases, messages, tasks, closed items and errors. Each channel shows work waiting, needing approval, complete or failed.
Staff request invoice SMS through the invoice send actions. Creating or recreating a bill does not queue an SMS.
Run-level records require Credit Control team scope. Case-linked records follow account access. The page is read-only.
See Finance release for releasing or holding a run, and Sales Analytics for sales automation.