NetSuite DSO Reports and Tracking Collector’s Productivity

Lessons

1. Building DSO reports in NetSuite

2. Adding Customized DSO Reports to NetSuite Dashboard

3. Creating Customer Category for Risk-Based DSO Reports in NetSuite

4. Building DSO Report Based on Customer Risk Category in NetSuite

5. Collector’s Productivity: Identifying Number of Activities Handled by a Collector in NetSuite

6. Collector’s Productivity: Analyzing the Amount Collected by Collector in NetSuite

7. Collector’s Productivity: Identifying the Number of Invoices Paid in Full in NetSuite

8. Tracking DSO Per Collector in NetSuite

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Duration 20 Min
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Lessons 8 Lessons
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Language English
  • About
  • Course Content
  • Resources
  • Instructors

Course Overview

As work from home has become new norm, credit managers want to track their team's productivity on a daily basis. Hence, you as a collector might be getting a lot of requests from your manager for creating these reports. Now this might take a lot of effort from your end. Moreover, you need to borrow your valuable time that you could have ultilized for dunning customers. Oracle NetSuite makes this easier for you by providing the option of building DSO reports and tracking team's productivity in few clicks. With this tutorial, learn how you could leverage Netsuite to produce DSO reports based on customer risk categories. Understand how you could track a collector's productivity by analyzing number of activities, amount collected, and number of invoices paid in full. BONUS: Build a DSO Dashboard, add a trend graph and send it to your senior management today!

What you will learn

  • How to Build DSO Reports in NetSuite
  • How to do Build a DSO Dashboard
  • How to Track Collector's Productivity in NetSuite
  • Identifying Number of Activities Handled by a Collector in Netsuite
  • Analyzing the Amount Collected by a Collector in NetSuite
  • Identifying the Number of Invoices Paid in Full in NetSuite

Skills you will gain

Building DSO Reports
Risk-Based DSO Reports
Collector's Productivity in NetSuite
Dashboard for Senior Management
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Role: Collections Analyst
Designed for Collections Analyst and Credit Managers
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Level : Foundation Course
Designed to educate collectors
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Topic: NetSuite
NetSuite Domain Specific Training Course
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Type: Practical Course
Practical lectures by AR practitioners
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Completion Time: 30 mins
Suggested reading for 20 mins per day

1. Building DSO reports in NetSuite

Watch this tutorial to learn all the steps involved in building a DSO report in Oracle NetSuite. As a collection analyst, understand how you could analyze and track the DSO reports produced by the system.

2. Adding Customized DSO Reports to NetSuite Dashboard

Learn how you could build a DSO dashboard for your senior management in Oracle NetSuite. Understand how you could personalize, add a trend graph, and make your report more descriptive!

3. Creating Customer Category for Risk-Based DSO Reports in NetSuite

Collection analyst training on identifying customers based on their risk levels in Oracle NetSuite. Learn how you could create a customized customer category to build a risk-based DSO report in the system.

4. Building DSO Report Based on Customer Risk Category in NetSuite

Collection analyst guide on how to build a risk-based DSO report for your senior management in Oracle NetSuite. Understand how to analyze the open balances and the average number of days open for a high-risk customer.

5. Collector’s Productivity: Identifying Number of Activities Handled by a Collector in NetSuite

Tracking collector's productivity is one of the most crucial tasks for a credit manager. In this tutorial, learn how to identify and analyze the number of activities handled by a collector within a timeframe in Oracle NetSuite. In the subsequent videos, find how to track other productivity metrics in NetSuite.

6. Collector’s Productivity: Analyzing the Amount Collected by Collector in NetSuite

Collection analyst guide to track and analyze the dollar amount collected by a collector within a certain period of time. Watch this tutorial, identify the pitfalls and improve your collector's productivity today!

7. Collector’s Productivity: Identifying the Number of Invoices Paid in Full in NetSuite

Collection analyst training to identify the number of invoices paid in full by a customer for a specific period of time. Learn how you could filter the report based on various factors in Oracle NetSuite.

8. Tracking DSO Per Collector in NetSuite

This tutorial will walk you through all the steps involved in creating a consolidated DSO plus productivity report in NetSuite. Learn how you could easily track and identify the DSO per collector in Oracle NetSuite.

Lesson Resources

Girija Sahu

Girija Sahu

Senior Consultant, Netsuite SuiteFoundation Certified
Girija Sahu is one of the biggest leading consultant, who has over five years of experience in Oracle NetSuite. She has achieved excellence on full life cycle implementation, testing, customizations, product training, and support after implementation. With tremendous knowledge on ERP modules, she is fully capable of handling multiple client accounts with an emphasis on customer satisfaction.

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