How to Build DSO Reports and Track Collectors’ Productivity In NetSuite

Building DSO reports in Netsuite

Building DSO reports in Netsuite

Key Takeaways

  • Become competent in building DSO reports in NetSuite
  • Master the skills required to create a DSO Dashboard
  • Explore ways to track your collectors’ productivity in the NS ERP
  • Gain the right tools to analyze collection patterns to decide on the next steps
  • Identify the number of invoices paid in full and improve overall planning

Course Description

As a finance manager, do you spend too much time tracking your team’s productivity? Often this could be the case, and you may be looking for ways to solve this issue. If that is the case, your search ends here!

Powered by Highako University (the world’s first and only free online training platform for order-to-cash professionals), this Oracle NetSuite training video will help you to build DSO reports and track the team’s productivity with a few clicks. Go through this 8-part tutorial series to learn best-in-class ways to produce DSO reports based on customer risk categories. You can also track your collection team’s productivity with an analysis of activities, amount collected, and track fully paid invoices.

And it is absolutely FREE!

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Frequently Asked Questions

Why this series?

With the changes in the way the world functions, companies have to resolve challenges around cost savings, operational efficiency, and intense competition with limited resources. This complimentary training series has a compilation of courses specially designed for mid-sized businesses to deal with these challenges.

This training series helps CFOs, order-to-cash leaders, and professionals to streamline pivotal business operations, activities, and reporting across finance processes. It covers accounts receivables, accounts payables, cash forecasting, and budgeting.

Why should you take this course?

  • Mitigate risk and propel revenue growth
  • Reduce manual effort and improve team productivity
  • Improve process efficiency with real-time visibility into key business metrics

What skills will you learn?

Effective collections
Promise-to-pay resolutions
Dunning letters techniques
Vigilant collection follow-ups
Managing escalations
Resolving disputes
Building DSO reports
Risk-based DSO reports
Collector’s productivity in NetSuite
Dashboard for senior management
Customer segmentation
Worklist prioritization
Past-due analysis
Planning dunning strategy
Customer relationship
Performance management
Time management
Effective collections
Preparing call scripts
Scheduling customer calls
Note-taking
Follow up with customers
Customer aging analysis
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© 2024 HighRadius • All rights reserved
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