This dashboard honors User restrictions based on Customer Location.
Purpose
The Credit Analysis dashboard provides a clear view of Customer credit exposure, helping to quickly identify high-risk accounts and prioritize collection or credit decisions.
Detail
The dashboard contains one row per Customer and reflects current balances and credit metrics.
- Utilization – This indicates what percent of the Customer's credit limit is being used.
Current Balance / Credit Limit * 100 - Average Days to Pay – This is the number of average days between the due date (or Invoice date) and Payment date. If there are multiple Payments made on an Invoice, the latest Payment date will be used.
On the Risk Segmentation visualization, the On Time/Slow Pay metrics is based on the average number of days to pay for each Customer but accounts for the Slow to Pay threshold. For example, if a Customer's average days to pay is 15 but the Slow to Pay threshold is set to 30, the Customer will not be considered Slow to Pay.
