Much like the Call Stats in the Collection Calls Listing, the Collection Calls board in the Performance Dashboard measures the number of required calls Completed On-Time & Completed Late against the number of calls that were required for the given time period. This dashboard also calculates other KPI reports.
Collection Calls Completed Metrics
It is important to note that in the situation where a customer appears on the Collection Calls Needed list, but then drops off the list within three days because the invoice was closed, this collection call is not calculated into the Collection Calls Completed percentage.
1. Total Completed
Completed On-Time + Completed Late + Completed (Not Required) <yellow highlighted fields> = Total Completed <blue highlighted field>
Completed On-Time (+) Completed Late (+) Deferred (+) No Longer Needed (+) Still Needed <yellow highlighted fields> = Required <blue highlighted field>
*This calculation includes everything except calls that were completed, but not required.*
3. Collection Calls Completed Percentage
(Completed On-Time + Completed Late) / Collection Calls Required for three or more days = Collection Calls Completed [79.8%]
Please Note: The Filter option in the top-right allows you to isolate specific date ranges and other variables for review of performance.