The Workflows Performance section provides key insight into how effective your Dunning Workflows are in collecting overdue balances. It separates customers into two groups:
In Dunning Workflows – Customers actively being chased.
Not in Workflows – Customers with balances not currently assigned to any workflow.
All Customers in Dunning Workflows
This section displays:
Collected Amount – Total successfully recovered through workflows.
Goal (Open Balance) – Total balance originally assigned to workflows.
Progress Bar – Percentage of collections vs total goal.
Click on “Collected” to view a full list of payments that have been successfully applied.
Customers’ Balance Not in Workflows
This highlights open balances not assigned to any workflow, meaning these invoices are not currently being chased.
Displayed values:
Not in Workflows – Total outstanding amount from customers outside workflows.
Open Balance – Total remaining open balance across all customers.
Percentage Badge – Percentage of your open balance that is currently not being chased.
Click “View Invoices” to see every invoice not included in any workflow.
