BlackLine Home page BlackLine home page
Solutions
Solutions
Financial Close Management
Financial Close Management
Overview
Overview
Account Reconciliations
Account Reconciliations
Task Management
Task Management
Transaction Matching
Transaction Matching
Journal Entry
Journal Entry
Financial Reporting Analytics
Financial Reporting Analytics
Variance Analysis
Variance Analysis
Smart Close for SAP
Smart Close for SAP
Accounts Receivable Automation
Accounts Receivable Automation
Overview
Overview
Cash Application
Cash Application
Credit & Risk Management
Credit & Risk Management
Collections Management
Collections Management
Disputes & Deductions
Disputes & Deductions
Team & Task Management
Team & Task Management
AR Intelligence
AR Intelligence
Invoicing & Compliance
Invoicing & Compliance
Intercompany Financial Management
Intercompany Financial Management
Overview
Overview
Intercompany Non-Trade
Intercompany Non-Trade
Intercompany Balance & Resolve
Intercompany Balance & Resolve
Intercompany Net & Settle
Intercompany Net & Settle
By Organization Size
By Organization Size
Midsize Organizations
Midsize Organizations
Large Enterprises
Large Enterprises
By Industry
By Industry
Banking & Financial Services
Banking & Financial Services
Consumer Products & Services
Consumer Products & Services
Energy & Raw Materials
Energy & Raw Materials
Healthcare & Life Sciences
Healthcare & Life Sciences
Manufacturing
Manufacturing
Retail
Retail
Technology, Media & Communications
Technology, Media & Communications
See All Industries
By ERP
By ERP
SAP
SAP
Oracle
Oracle
Oracle NetSuite
Oracle NetSuite
Microsoft Dynamics
Microsoft Dynamics
See All ERPs
By Topic
By Topic
Environmental, Social, and Governance
Environmental, Social, and Governance
Recruiting & Retaining Top Talent
Recruiting & Retaining Top Talent
Enabling an ERP Transformation
Enabling an ERP Transformation
CFO & CIO Collaboration
CFO & CIO Collaboration
F&A Transformation
F&A Transformation
IPO Readiness
IPO Readiness
Mergers & Acquisitions
Mergers & Acquisitions
Revenue Cycle Optimization
Revenue Cycle Optimization
Regulatory Compliance
Regulatory Compliance
Customers
Customers
Customer Success
Success Stories
Success Stories
Community
Community
Services
Services
Overview
Overview
Professional Services
Professional Services
Training & Education
Training & Education
Customer Success
Customer Success
Transformation Services
Transformation Services
Global Support
Global Support
Resources
Resources
Events
Events
Upcoming Webinars
Upcoming Webinars
On-Demand Webinars
On-Demand Webinars
White Papers
White Papers
Blog
Blog
Accounting Glossary
Accounting Glossary
Developer Portal
Developer Portal
About
About
Company
Company
About BlackLine
About BlackLine
Leadership
Leadership
Diversity, Equity & Inclusion
Diversity, Equity & Inclusion
Environmental, Social & Governance
Environmental, Social & Governance
In the News
In the News
Press Releases
Press Releases
Investors
Investors
Awards & Recognition
Awards & Recognition
Careers
Careers
Partners
Partners
Consulting Alliances
Consulting Alliances
Solution Provider Partners
Solution Provider Partners
Software & Cloud Partners
Software & Cloud Partners
Business Process Outsourcers
Business Process Outsourcers

AR Intelligence—Sales Ledger Analysis

image

3-minute read

Welcome to this series of instructional articles on BlackLine’s AR Intelligence platform. In this installment, we’ll show you how to raise the bar and empower AR finance teams to unlock their own decision intelligence on a global scale with sales ledger analysis.

Purpose of the Sales Ledger Analysis Dashboard

This dashboard analyzes the relationship between your volume of customers and the value of debt outstanding, depicting items such as debt by value, count of invoices by value, and count of customers by value. Analysis shows total debt split by overdue and not yet due.

image

Why Is Sales Ledger Analysis Important?

Due to the lack of functionality in ERP solutions, many collections teams have difficulty prioritizing the work of team members and determining which customers should be priority.

Rather than splitting the number of accounts by the number of credit controllers, you can now take a different view of the sales ledger. By looking at the total ledger split by the value bandings, we can see how the team could be better distributed:

  • Consider moving more team members to the higher bandings to focus on collecting more of the higher value accounts.

  • Make a shift from the traditional distribution of work to focusing on high value accounts.

  • Understand the relationship of the smaller value accounts to the total collection total. Consider where the focus for automation should be, so only the exceptions are being handled by members of the team.

What Does the Sales Ledger Dashboard Do?

The report focuses on where the high proportion or percentage of debt is outstanding and provides the following analysis:

  • Overview of debt versus number of customers or invoices by bandings

  • View count of invoices and customers within the value bandings

  • Ability to split by division and/or business unit

  • View by ‘working month’

  • In the intel section, you can see the analysis of customers who are yet to make a payment, split by not yet due and overdue

  • View analysis by whether the customer has paid previously (through the Cash Application module), has never paid, or a combination of both

One important aspect of this dashboard, like all the other dashboards and reports in the AR Intelligence solution, is the ability to form the high-level analysis into one of the bandings and see a list of the customers.

image

This could be downloaded and used for a specific collection campaign or sent to a team leader or specific controller for review, consideration, and action.

Who Will Find the Sales Ledger Analysis Dashboard Valuable?

This report provides AR and credit managers with a new analysis of the outstanding debtor ledger. This will help them understand the relationship between value of debt and number of customers, which then allows a more informed decision about where to focus effort.

Instead of trying to cover every account, as many do, it is easily demonstrated where focus and effort should be applied to achieve the optimum results based on the resources available.

Get your copy of the exclusive white paper New Questions to Gain New Intelligence in Accounts Receivable to discover the questions that can challenge your assumptions and help improve your outcomes, objectives, and critical results.