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Collections Effectiveness Index Calculation Template
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Use our Spreadsheet template to assess your cash collection efficiency.
Start improving your cash collection now.
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Use our Spreadsheet template to assess your cash collection efficiency.
Start improving your cash collection now.
DSO - for Days Sales Outstanding - is an important KPI to keep an eye on especially in fast-growing SaaS companies. It represents the number of days it takes your invoices to be paid by your clients. It, therefore, has an influence on your company’s cash flow. It also signals the efficiency of your cash management process.
There are 2 ways to calculate Days Sales Outstanding:
Need help calculating your DSO? Check out our free spreadsheet that helps you calculate, interpret and reduce it!
All B2B businesses have one common challenge: getting paid. Even with the best clients, there can be times when invoices are paid late or ignored.
The right Collection emails is the first step towards tackling this challenge and improving your A/R health. Good payment reminders also help you maintain a positive customer relationship in awkward (but necessary) situations.
Keep reading to find out what makes a collection email efficient. You’ll also discover ready-to-use collection templates and tips on how to make payment reminders more efficient for your B2B business.
Not getting paid means you’re not receiving cash. Cash you need to invest, produce more, hire, and overall just grow. Cash flow issues are serious and can mean big trouble for your business.
Fortunately, we’re here to help! In this guide, you’ll learn about:
And much more!
On this spreadsheet, you'll find pre-filled formulas as well as explanations and examples to calculate the top 5 A/R metrics.
B2B payments are currently undergoing a revolution. Finance leaders should pay close attention to this shift and take an early adopter approach to stay ahead of the curve.
In Upflow's latest piece, Alex Louisy, the CEO and co-founder, presents “The 5 Maturity Stages of Cash Collection”. Use this framework to identify which stage you are at, and learn how to take your accounts receivable strategy to the next level.