Essential Metrics to Measure Accounts Receivable Health

Schedule Thursday, June 8, 2023 || 10:00 AM PDT | 01:00 PM EDT
Duration 60 Mins
Level Basic & Intermediate
Webinar ID IQW23F0646

  • Introduction
  • The Essential KPIs
  • Efficiency KPIs
  • Operational KPIs
  • Analytics
  • Conclusion and Questions

Overview of the webinar

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.

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 costs.

Who should attend?

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

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 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. 

Faculty - Mr.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 drive measurable improvements in cash flow, cost, bad debt exposure, and customer satisfaction.

John has led numerous High Impact Receivables Recovery projects that have enabled clients to recover from deterioration in their receivables asset. Such deteriorations are often caused by the integration of acquisitions, implementation of new ERP applications, and migration to Shared Service Centers. These “one-time”  Recovery projects have delivered substantial benefits in cash flow, cost, bad debt exposure, and customer satisfaction.


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