Analytics & Insights

🟡Intermediate
9 articles

Advanced AI-powered analytics with ROI tracking, client risk scoring, and payment velocity predictions.

All Articles

🟢Beginner
10 min

Getting Started with Analytics

Navigate the basic and advanced analytics features based on your subscription plan.

Dashboard
Overview
Plans
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🟢Beginner
12 min

Basic Analytics (Starter Plan)

Understanding payment tracking and simple client metrics available in the Starter plan.

Basic
Starter
Metrics
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🟡Intermediate
15 min

ROI & Efficiency Analytics

Track return on investment, time saved, and revenue efficiency metrics (Professional+).

ROI
Efficiency
Professional
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🟡Intermediate
18 min

AI-Powered Client Behavior Analysis

Understand AI risk scoring, payment patterns, and relationship quality analysis (Professional+).

AI
Risk Scoring
Behavior
Professional
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🟡Intermediate
16 min

Payment Velocity Predictions

Analyze payment trends, predict future velocity, and compare against industry benchmarks (Professional+).

Velocity
Predictions
Benchmarks
Professional
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🟡Intermediate
14 min

Industry Performance Benchmarking

Compare your collection performance against industry standards with detailed scorecards (Professional+).

Benchmarking
Industry
Performance
Professional
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🔴Advanced
20 min

Advanced Analytics Dashboard

Navigate the comprehensive analytics dashboard with tabbed views and interactive visualizations.

Dashboard
Advanced
Visualizations
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🔴Advanced
22 min

Custom Reports & Data Export

Create custom reports, filter data, and export analytics for external analysis.

Reports
Export
Custom
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🔴Advanced
25 min

Using Analytics to Optimize Collections

Apply insights from analytics to improve your collection strategies and payment rates.

Optimization
Strategy
Insights
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