If you've been invited to Upflow, you probably won't be sending chasing emails every day. However, we believe there's plenty of value for you, and here's why.
Level 1 / Basics: Check the high-level analytics
Level 2 / Drilling into the detail: Get a comprehensive understanding of your cash collection process and performance
Level 3 / Get involved: Participate in the cash collection effort when the time is right.
Level 1 / Basics
Even if you're short on time, you'll have the ability to check the most vital KPIs, in particular:
Your outstanding amount and main debtors > Make sure they are all under control.
Level 2 / Drilling into the detail
Get clear and real-time data on your accounts receivable to improve your cash collection: Track your DSO and the “Percentage Write-Off”
Level 3 / Get involved
- Monitor your team's cash collection actions and outcomes
- Ask to be cc'ed at an advanced stage of the collection process. This is a good way to add influence and drive customer action in the escalated reminder stages.
Email notifications
You can manage email notifications from your profile:
- Actions to do
- Last week's summary
