Customer Collection Tracking
This project aimed to create a dashboard that helps track and analyze collections data in real time, improving decision-making and reporting efficiency. The dashboard provides insights into daily and monthly collections, as well as customer payments.
Client Overview
The client is a major company in the Oil, Gas, and Energy sector in the Middle East. They operate through multiple entities and faced challenges in tracking collections across these different units. They needed a solution to improve data management and decision-making.
Technical Stack
Industry
Oil, Gas, and Energy Sector
Region
Middle-East
Project-size
Non-Disclosable
Implementation Highlights
Created a Power BI dashboard to track and analyze collection data in real time.
Provided clear visuals (charts, graphs) for tracking collections and identifying trends.
Set up dynamic filters for custom views (e.g., by customer, by date).
Automated reporting to save time on manual tasks and improve reporting accuracy.
Challenges & Solutions
Hard to Track Collections Across Different Units.
Solution: Combined all data into one dashboard for easy, real-time collection tracking across all units.
No Clear View of Customer Payment Behaviour.
Solution: Added customer-specific tracking to spot trends and take action on late payments.
Slow and Error-Prone Manual Reporting.
Solution: Automated the reporting process to save time and reduce mistakes.
1000+ Projects Experienced
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8+
Years of Business
Experience
100+
Happy
Customers
15+
Countries with
Happy Customers
100+
Agile enabled
employees
Results & Impact
- Real-time tracking led to quicker and better decision-making.
- Automated reports saved over 50% of the time previously spent on manual work.
- Improved visibility into payment habits helped address overdue payments faster.
- Automation and real-time data minimised human errors in tracking and reporting collections.
Key Learnings & Next Steps
- Real-time data integration is crucial for improving decision-making processes in financial tracking.
