AUTOMATED COLLECTIONS DASHBOARD.

Get more out of your Automated Collections process, with meaningful, actionable insights into your collections data. Included for all customers using Automated Collections, the AC Dashboard offers real-time snapshots of your performance and powerful analytics tools that let you drill down into your collections process for optimal results.

Automated Collections

Instant Insights Into Collection Management

In just a few clicks, answer important questions about your Automated Collections process like:

  • How much revenue is our Automated Collections process recovering for our business?
  • How much have we collected this week or month?
  • Which of my customers are currently in our collections pipeline?

Chargent’s AC Dashboard offers a big-picture view of payment recovery, with standardized reporting tools that answer critical questions about your revenue stream.

Chargent’s Automated Collections Dashboard

Performance

A broad view of the Cash Collection performance of Automated Collections.

Automated Collections performance dashboard

Stage Success Rates

These tables illustrate which stages typically result in payment collection for each process

List of collections stages that result in payment collection

Customers in Collections

This table lists all customers with Chargent Order records currently in Automated Collections status

Table of customers in the collections stages

Collections Strategies – Refined

Automated Collections Dashboard makes it simple to refine your collections strategies by drilling down into your data to measure the performance of each stage of your collections process.

Detailed information on every stage of the process helps you to identify the most successful elements such as:

  • Email messaging
  • Automatic payment retry
  • Timing
Laptop screen showing the AC dashboard
Automated Collections Dashboard

Learn more about A/B testing and other strategies for refining your collections strategies.

Standardized for Salesforce

If you’re already using Automated Collections, you can get started right away by updating to the newest version of Chargent.

You can also add powerful reporting capabilities, anywhere in your Salesforce process. AC Dashboard is available as a lightning component and can be instantly dropped onto any lightning page – or find it in your standard Salesforce dashboards.

Recover Failed Payments

Don’t lose customers or revenue to easily solved failed payment reasons. Tackle failed payments automatically, allowing your team to focus on AR issues requiring a human touch.

Discover how

First Party Collections

With Chargent, organizations bringing their collections processes in-house keep more outstanding revenue and build a better brand experience.

First Party Collections

Download our checklist to learn 10 strategies to automate and improve payment collections.