The Customer Dashboard in Kolleno provides an overview of your customer accounts, outstanding balances, overdue amounts, and activity. By understanding the metrics and columns, you can quickly identify risks, prioritise actions, and manage collections effectively.
Customer Table Columns
Each row represents a customer account. The following columns are available (you can customise which are shown):
Column | Description |
Customer | The customer’s name. |
Reference | Internal identifier. |
Currency | The account currency. |
Net Balance | The total outstanding balance (due + overdue). |
Due | Amount that is still within terms, not yet overdue. |
Overdue | Amount that is past the invoice due date. |
Open Invoices | Number of open/unpaid invoices. |
Avg. Days Late | Average number of days invoices are overdue. This can also be calculated in a weighted form (larger invoices carry more weight). |
Rating | A customer’s performance/engagement grade (e.g. A, B, C). |
Date Last Action | Last recorded activity on the customer account. |
Tags | Labels used for categorisation and segmentation. |
Chasing | Indicates if automated chasing is enabled for this customer (green tick = active). |
Customising Your View
Filters: Apply conditions (e.g. “Open invoices greater than 2”) to focus on specific accounts.
Columns: Show or hide columns with the eye icon, or reorder them with arrows.
Saved Views: Save your preferred filters and columns as a named “view” to quickly access it later.