Cash Target Dashboard by Sidetrade

Cash Target Dashboard

Do you set your collection team targets and need to follow their progress over the month?

Allocate cash collection targets at both Cash Collector and Team levels. Measure against KPIs, such as; target – total amount to be collected; manually inputted by the ‘Team Leader’.

Introducing Cash Target, the newest module of our Augmented Cash solution. Cash Target enables you to track, allocate and manage your collection targets at both collector and individual team level, with detailed dashboards set up to help you work towards your collections KPIs.

You can add targets, users are notified if the total team target has not been met upon saving. KPIs are computed on a daily basis and displayed within the Ageing Amounts graph. A 12-month history of the target vs the cash-in and collectable amounts is displayed on the dashboard.

Cash Target includes:

  1. Multi-level target setting: the Accounts Receivable manager can allocate a target to their team leaders, who can then allocate targets to individual collectors
  2. Role-specific dashboard view: depending on role and permissions, users can view performance towards target at whole organization level, team level, or individual level
  3. Multiple KPIs to help you monitor performance, including targets, total collectable amount, total cleared amount, and total cash in

At Sidetrade, we’ve developed the Cash Target dashboard, a new module in the Augmented Cash solution, to help cash collection teams keep their eyes on the prize. Cash Target enables you to track, allocate and manage collection targets at both individual collector and team level. The detailed dashboard view gives users a window into performance towards the collection target, to ensure every single person in your collection team is working towards a shared goal and helping you to hit the mark.