Analytics
Executive dashboard
Four headline revenue-cycle figures, an aging breakdown, a six-month collections trend and operational figures, calculated from your records when the page loads.
Written for: Executives · Finance · Revenue cycle managers
What it shows
Sidebar → Leadership Analytics → Executive
| Field or control | What it means |
|---|---|
| Total A/R | Open balance on accounts not closed or paid, with the change against the A/R snapshot recorded last month. With no snapshot from last month, no change is shown and the card says why. |
| Liquidation rate | Collected this month ÷ (open A/R + collected this month). The change, in percentage points, uses last month's A/R snapshot; without one it is not shown. |
| Days in A/R | The balance-weighted age of open accounts, counted from each account's creation date. This is not the days-sales-outstanding formula used on the KPI page, so the two will differ. |
| Bad-debt rate | Total amount of written-off accounts ÷ total charges on accounts. |
| A/R Aging Distribution | Open balances in seven buckets (0-30, 31-60, 61-90, 91-120, 121-150, 151-180, 181+), aged from each account's creation date, with the share that is current (0-60), at risk (61-120) and critical (over 120). |
| Collection Trends (Last 6 Months) | Payments received each month, with a rate: that month's collections ÷ (today's open balance on accounts opened before the month + that month's collections). The rate is an approximation because past balances are not stored. |
| Key Operational Metrics | Active Agent users; average calls per day over the last 7 days; and, over the same 7 days, contact rate (calls whose outcome was a conversation, a promise to pay, a payment, a payment plan or a left message ÷ all calls) and resolution rate (promises to pay, payments and payment plans ÷ contacts). Left messages count as contacts. |
Not available
The dashboard holds no targets, has no drill-down to the accounts behind a figure, no export, and no board-report pack. Targets quoted in earlier versions of this page were industry rules of thumb, not settings in the product.