Analytics — Collection Performance & Metrics
Overview
The Analytics page gives you a detailed view of your collection performance over time. Access it from the sidebar by clicking Analytics.
All charts and metrics are filterable by date range and schedule.
Date Range & Schedule Filters
At the top of the page, you can adjust the time period and scope:
| Filter | Options |
|---|---|
| Date range | Last 7 days, Last 30 days, Last 90 days, Year to date, Custom range |
| Schedule | All schedules, or filter by one or more specific schedules |
Hero Cards
Three summary cards at the top show your headline numbers for the selected period:
| Card | What it shows |
|---|---|
| Collection Rate | Amount collected vs. total portfolio (percentage) |
| Total Collected | Dollar amount of payments received in the period |
| Outstanding Balance | Total amount still owed across all customers |
KPI Comparison Strip
Below the hero cards, three key performance indicators are displayed with comparison to the previous period:
| KPI | Meaning |
|---|---|
| Days Sales Outstanding (DSO) | Average number of days it takes to collect payment. Lower is better. |
| Collection Efficiency (CEI) | How effectively you're collecting what's owed (percentage). Higher is better. |
| Chase Success Rate | Percentage of chased customers who paid. Higher is better. |
Each KPI shows a green or red arrow indicating whether performance improved or declined vs. the previous period.
Payment Trends
A line chart comparing daily payments received between the current period and the previous period. Helps you spot trends — are collections improving or declining?
- Blue line: Current period
- Gray line: Previous period
Click the chart to open a drill-down with individual payment details.
Customer Health
Two views of your customer portfolio:
Status Distribution (Donut / Bar)
Shows how many customers are in each status: On Track, Inactive, Paid, Overdue, Stopped, In Settlement, Lost, Legal.
Toggle between Donut and Bar views using the buttons.
Aging Buckets
Groups overdue customers by how long they've been past due:
| Bucket | Meaning |
|---|---|
| Current | Not yet past due |
| 1 -- 30 days | Slightly overdue |
| 31 -- 60 days | Moderately overdue |
| 61 -- 90 days | Seriously overdue |
| 90+ days | Severely overdue — consider escalation |
Settlement Effectiveness
If you use settlement offers, this section shows:
| Metric | Meaning |
|---|---|
| Acceptance Rate | Percentage of settlement offers accepted |
| Total Recovered | Dollar amount recovered from accepted settlements |
| Total Offers | Number of settlement offers sent in the period |
Communication Analytics
Volume and quality metrics for your email and SMS channels:
| Metric | Description |
|---|---|
| Channel Volume | Side-by-side comparison of emails and SMS sent and delivered |
| Delivery Rate | Percentage of messages that reached the recipient |
| Open Rate | Percentage of emails opened (requires open tracking — see Settings > Email Health) |
| Bounce Rate | Percentage of emails that bounced |
| SMS Opt-Out Rate | Percentage of SMS recipients who opted out |
DSO Trend (6 months)
A 6-month line chart showing how your Days Sales Outstanding has evolved. A downward trend means you're collecting faster.
- Current DSO is shown as a label
- A target line helps you benchmark against your goal
Chasing Insights
Activity breakdown for your email and SMS chasing:
| Metric | Description |
|---|---|
| Customers chased | Number of unique customers who received at least one reminder |
| Paid after chase | Number who paid after receiving a reminder |
| Success rate | Percentage of chased customers who paid |
| Delivery rate | Percentage of reminders successfully delivered |
| Sent / Delivered / Bounced / Opt-outs | Raw counts for each channel |
Drill-Down Modals
Most sections support a drill-down view. Click a chart or card to open a detailed modal with individual records — payments, customers, settlement offers, or communication logs for the selected period.
Tips
- Check analytics at least weekly to spot trends early
- Use the schedule filter to compare performance across different chasing strategies
- A rising DSO or declining chase success rate may signal that your reminder templates need refreshing
- If your bounce rate climbs above 5%, review your domain configuration in Settings > Email Health