The Collections Board gives you ability to track all things collections related in your practice.
Watch this video for an overview of the metrics that are on the Collections Board and how you can use them to improve your practice.
This is part of the Analytics Module. If you are interested in learning more, CLICK HERE to request a demo!
Access the Collections Board from the left side menu in Analytics:
From the Collections Board dashboard, use the helpful icons located on each metric graph to get better insight to each metric and displayed data:
Click into the bar icon to view trend details by year, month, or week (depending on the date range you have selected)
Click on the magnifying glass icon to view the details of the source data included in that metric
Click on the information icon for detailed definitions and written explanation about each metric
Review Trends
Review trends in the Collections Board by clicking on the green or red arrow on each metric. A green arrow indicates that the metric is trending positively, while red indicates that the metric is trending negatively.
Depending on the metric, you can view the past 90 days or year over year data by clicking between tabs.
The following resources will give you a more in-depth explanation on metrics found on the Collections Board: