Essential Metrics to Measure Accounts Receivable Health

18 May 2022
10:00 AM PST | 01:00 PM EST
60 Minutes

DAYS

HRS

MIN

SECS

Every ERP system has its "canned" reports for AR status and results, as well as fairly sophisticated query capabilities to enable analyses of operational throughput and results. However, do these formats and analyses serve your informational needs given that your customer base/segments, products/services, market posture, policy, process, and IT capability are unique? Probably not. 
However, you can specify the metrics you need and prioritize them for activation. This webinar will equip you with the knowledge to properly prioritize which metrics you need to best serve your individual organization’s needs. With the proper metrics, you will be better informed to monitor the management of this large asset. With the right analytics, you will be able to pinpoint opportunities to improve the customer experience, improve margins, and cash flow, and reduce cost.

WHY SHOULD YOU ATTEND?

Do you currently understand the nature, risk profile, collectability, and other key characteristics of your Accounts Receivable (AR) asset? How about the cost to manage it and the interest cost of excess, past due to AR?

There are dozens of metrics applicable to the AR asset, but which are the essential ones? By establishing measurement of the essential metrics, you will have visibility to the key metrics which reflect and drive income statement and balance sheet results. Afterward, measurement of supporting metrics can be implemented subject to budget and IT constraints. Finally, the “right” analytics will provide insight into key upstream (order fulfillment) and downstream (AR management)  processes to identify opportunities for improvement.

Don’t settle for what your ERP provider thinks are the key metrics.  Identify the ones that you need to manage your AR asset and related processes in your organization.

AREA COVERED

  • Introduction
  • The Essential KPIs
  • Efficiency KPI’s
  • Operational KPI’s
  • Analytics
  • Conclusion and Questions

LEARNING OBJECTIVES

To enable the attendee to understand the range of metrics to measure Accounts Receivable (AR) Health and to equip them to decide which are right for their organization. This will be determined by the degree to which managing AR is a challenge and the cost/time/feasibility of producing the metrics. It will also enable attendees to understand the relative importance of each metric.

WHO WILL BENEFIT?

Members of the Finance community are responsible at some level, for managing a firm’s AR asset

  • CFO’s
  • Controller
  • Treasurers
  • Customer Financial Services Managers
  • Credit Managers
  • Sales
  • Customer Service Managers

Do you currently understand the nature, risk profile, collectability, and other key characteristics of your Accounts Receivable (AR) asset? How about the cost to manage it and the interest cost of excess, past due to AR?

There are dozens of metrics applicable to the AR asset, but which are the essential ones? By establishing measurement of the essential metrics, you will have visibility to the key metrics which reflect and drive income statement and balance sheet results. Afterward, measurement of supporting metrics can be implemented subject to budget and IT constraints. Finally, the “right” analytics will provide insight into key upstream (order fulfillment) and downstream (AR management)  processes to identify opportunities for improvement.

Don’t settle for what your ERP provider thinks are the key metrics.  Identify the ones that you need to manage your AR asset and related processes in your organization.

  • Introduction
  • The Essential KPIs
  • Efficiency KPI’s
  • Operational KPI’s
  • Analytics
  • Conclusion and Questions

To enable the attendee to understand the range of metrics to measure Accounts Receivable (AR) Health and to equip them to decide which are right for their organization. This will be determined by the degree to which managing AR is a challenge and the cost/time/feasibility of producing the metrics. It will also enable attendees to understand the relative importance of each metric.

Members of the Finance community are responsible at some level, for managing a firm’s AR asset

  • CFO’s
  • Controller
  • Treasurers
  • Customer Financial Services Managers
  • Credit Managers
  • Sales
  • Customer Service Managers
Webinar Option
Live + Recorded Session
Live + Transcript
Live + Training CD
Transcript (PDF Transcript of the Training)
Downloadable Recorded Session
Training CD
Group Session Participants + Recorded

Live Session for 10 Participants (For adding extra attendees please contact our Customer Support Team)

Speaker Profile

ins_img John G Salek

John Salek is President of Revenue Management Associates, an Accounts Receivable & Order to Cash consulting company.  He is a highly experienced financial professional with proven performance in the Order to Cash process including order and contract processing, billing, dispute management, credit control, collections, and cash application.  John has worked in a broad range of industries with over 250 clients.John’s consulting experience includes a variety of engagements that have generated over $800 million of increased cash flow, improved productivity, and enhanced customer service for over 250 companies. Improvements in process, metrics, staff skills and technology tools have been implemented to …

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