Complimentary Webinar

Financial Close and A/R

Understanding C-Suite’s Requirements of Reports and Dashboards

Key Takeaways Include

  • The purpose of financial close and the roles/responsibilities of the order-to-cash team
  • The most important metrics to deliver executive visibility on including trends in DSO, bad-debt, cost of processing receivables
  • Root-cause analysis at the process level or with individual customers and team resources by drilling down into reports for O2C processes
  • Identifying strategic, long-term areas for improvement to enable proactive decision making


Judy Bicking
Judy Bicking, Senior Trainer
Kiran Rana
Kiran Rana, AVP, Solution Engineering

About The Webinar

Financial close is one of the most stressful periods in the order-to-cash department as teams have to work on day-to-day credit and collections activities provide executive leadership with reports on performance.
The disconnect between c-suite’s goals for the organization and the performance metrics provided leads to a lot of wasted time and effort during month/quarter/year end closes.
Research on 650 successful A/R transformation projects revealed that senior execs and process owners rely on an A/R Dashboard comprising of 20 must-have KPIs that not only deliver executive visibility but also enable process owners to drill-down and identify root-causes and improvement opportunities.