TaskCollect includes the following out of the box Key Performance Indicators (KPI).
Quantity-based KPIs
These KPIs are designed for:
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Dashboard Reminder Portlet
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Key Performance Indicator Portlet
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KPI Score Card Portlet
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KPI Meter Portlet
|
KPI |
Description |
|---|---|
|
Customers Pending Onboarding |
Dashboard reminder & KPI showing the number of Customer records with a Debtor Status of Onboarding. |
|
Customers Pending Approval |
Dashboard reminder & KPI showing the number of Customer records with a Debtor Status of Pending Approval. |
|
Customer Risk Notifications to Acknowledge |
Dashboard reminder & KPI showing the number of Credit Risk Notifications that are yet to be acknowledged. |
|
My Collection Actions To Complete |
Dashboard reminder & KPI showing the number of Manual Collection Actions that are due to be completed by the logged in user. |
|
Collection Actions To Complete |
Dashboard reminder & KPI showing the number of Manual Collection Actions that are due to be completed globally. |
|
My Overdue Collection Actions To Complete |
Dashboard reminder & KPI showing the number of Manual Collection Actions that should have completed in the past by the logged in user. |
|
Overdue Collection Actions To Complete |
Dashboard reminder & KPI showing the number of Manual Collection Actions that should have completed in the past globally. |
|
Disputes Pending Resolution |
Dashboard reminder & KPI showing the number of Invoice Disputes that remain unresolved. |
|
My Disputes Pending Resolution |
Dashboard reminder & KPI showing the number of Invoice Disputes that remain unresolved for the logged in user’s customers. |
|
Disputes Pending My Resolution |
Dashboard reminder & KPI showing the number of Invoice Disputes that remain unresolved where the logged in user is assigned to resolve. |
Currency-based KPIs
These KPIs are designed for:
-
Key Performance Indicator Portlet
-
KPI Score Card Portlet
-
KPI Meter Portlet
|
KPI |
Description |
|---|---|
|
Disputed Invoice Amount |
KPI showing the value of Invoice Disputes that remain unresolved. |
|
My Disputed Invoice Amount |
KPI showing the value of Invoice Disputes that remain unresolved for the logged in user’s customers. |
|
Disputed Invoice Pending My Resolution Amount |
KPI showing the value of Invoice Disputes that remain unresolved where the logged in user is assigned to resolve. |