No imports yet
Total overdue (SEK)
—
Import a report to begin
Stage 3–5 customers
—
Require urgent action
Open tasks
0
0 overdue
Last import
—
No data yet
Stage distribution
Aging buckets (SEK)
No data yet
Highest-risk customers
| Customer | Outstanding (SEK) | Months overdue | Stage | Action needed |
|---|---|---|---|---|
| Import a BC report to populate the dashboard | ||||
Overdue tasks
No overdue tasks
Due this week
No tasks this week
Completed
No completed tasks yet
| Customer | No. | Contact | Outstanding (SEK) | Currency | Max months | Stage | Next action |
|---|---|---|---|---|---|---|---|
| No customers — import a BC report first | |||||||
| Invoice no. | Customer | Due date | Months overdue | Amount | Currency | Type | Stage |
|---|---|---|---|---|---|---|---|
| No invoices — import a BC report first | |||||||
1. Upload file
2. Preview & validate
3. Complete
Drop BC aging report here
Accepts .xlsx exports from Business Central — Customer Detailed Aging report
Import history
Outstanding by currency
Customers by collection stage
Top customers by outstanding balance (SEK)
Collection stage thresholds
| Stage | Trigger (days overdue) | Auto-action |
|---|---|---|
| Stage 1 | 1–7 days | Generate Reminder 1, create task |
| Stage 2 | 14 days | Generate Reminder 2, escalate priority |
| Stage 3 | 21 days | Generate Reminder 3, notify salesperson |
| Stage 4 | 31–60 days | Intensive follow-up tasks, call reminders |
| Stage 5 | 60+ days | Collections referral recommendation |
Collection agencies
Sweden (SE)Svea Inkasso
United Kingdom (UK)Thomas Higgins
Other marketsManual escalation
Data management
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