Collections

Modified on Mon, 24 Jun, 2024 at 4:03 PM

Overview

"Collections" is a key metric representing the total amount of money collected during a selected period. This metric helps businesses understand their cash flow and the effectiveness of their collection processes. By monitoring total collections, organizations can assess their financial stability, ensure that they are receiving payments in a timely manner, and identify areas where they might improve their collection strategies. 


How is it Calculated?

This metric is calculated using the following formula:

Where to Find This Metric?

  1. Go to the Global-View in Socienta (eg. https://dune.socienta.io/).
  2. Click on the Dashboard icon (Socienta).
  3. Navigate to the PM Financial Dashboard (Socienta)
  4. Collections Overview tab.
  5. Filter the data by date to view specific metrics for that date.


How to Use Filters in Our Dashboard?




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