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Collector Reports - canned

Started this discussion. Last reply by Shawn Clark Jun 21, 2011. 1 Reply

Is anyone using the canned Summerized Collector Performance report as a staff management tool?We created an adhoc to look at phone payments, promise to pays and payment plans.Interested to see what…Continue

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Chris McGivaren replied to George R. Rumph's discussion Mailing services
"Letter Logic - call Mike Dills @ (615) 429-1022 or email mike.dills@letterlogic.com  "
Oct 6, 2011
Shawn Clark replied to Chris McGivaren's discussion Collector Reports - canned
"Chris   We have to use a few different reports in that the "summarized collector performance" report doesn't cut it for us.    We have noticed that only "Promises To Pay" log the promise amount when a…"
Jun 21, 2011
Chris McGivaren posted a discussion

Collector Reports - canned

Is anyone using the canned Summerized Collector Performance report as a staff management tool?We created an adhoc to look at phone payments, promise to pays and payment plans.Interested to see what others may be doing to track productivity through CSS.See More
Jun 21, 2011
Chad Jansen liked Chris McGivaren's blog post KPI's - What's are you watching?
Jun 2, 2011
Will Turner commented on Chris McGivaren's blog post KPI's - What's are you watching?
"Chris, Thank you for opening up this interesting topic!   We find collection organizations of all sizes track KPI’s but don’t always associate KPI’s to their vendors, strategies or specific segmentation of their…"
May 31, 2011
Jeremy Mapes commented on Chris McGivaren's blog post KPI's - What's are you watching?
"People are usually only limited by their collection software and the direct integration it has with the associated dialer/phone platform.   Attempts -> Calls -> Connects -> Contacts -> Promises ($ and %)  ---> The simple Add…"
May 25, 2011
Jim Barnhart and Chris McGivaren are now friends
May 24, 2011
Glenn Regan commented on Chris McGivaren's blog post KPI's - What's are you watching?
"We track KPI's accross the country according to geo-economic trends.  We show areas that have different propensities to pay depending on the vertical and or KPI.  Some include orig balance, current balance, dollars collected per time…"
May 24, 2011
Glenn Regan liked Chris McGivaren's blog post KPI's - What's are you watching?
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Glenn Regan left a comment for Chris McGivaren
"We track KPI's accross the country according to geo-economic trends.  We show areas that have different propensities to pay depending on the vertical and or KPI.  Some include orig balance, current balance, dollars collected per time…"
May 24, 2011
Jim Barnhart commented on Chris McGivaren's blog post KPI's - What's are you watching?
"Contacts per hour, Promise to pays per hour, Dollars collected per hour, Percentage of time logged on the system, Wrap time, Percentage of Promise to pays kept.  "
May 24, 2011
Chris McGivaren and Glenn Regan are now friends
May 24, 2011
Matthew Schneider commented on Chris McGivaren's blog post KPI's - What's are you watching?
"One of the things that I think is good to look at is $ collected per collector per hour."
May 24, 2011
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May 24, 2011
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KPI's - What's are you watching?

What key performance indicators, as related to collector producivity, are you tracking? We track the basics, but would like to look at things with a different view.  Any suggestions or templates would be greatly appreciated.See More
May 24, 2011
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KPI's - What's are you watching?

What key performance indicators, as related to collector producivity, are you tracking? We track the basics, but would like to look at things with a different view.  Any suggestions or templates would be greatly appreciated.See More
May 24, 2011

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Pres/CEO
Company
HealthCare Revenue Recovery, LLC
Company Type
Third-Party Agency
City, ST
Gonzales, LA

Chris McGivaren's Blog

KPI's - What's are you watching?

Posted on May 24, 2011 at 2:37pm 5 Comments

What key performance indicators, as related to collector producivity, are you tracking? We track the basics, but would like to look at things with a different view.  Any suggestions or templates would be greatly appreciated.

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At 3:27pm on May 24, 2011, Glenn Regan said…

We track KPI's accross the country according to geo-economic trends.  We show areas that have different propensities to pay depending on the vertical and or KPI.  Some include orig balance, current balance, dollars collected per time frames...etc.  We can even tie it into the skillset of your employee's.  If you have a KPI you want to track i have included our sample file requirements.  I can do an analysis for you of upto 50,000 records.

hope this helps
Glenn Regan
Impact Data
glenn.regan@impactdata.com
480-295-9199

feel free to contact me


PREPARE your SAMPLE DATA FILE with the following FIVE (5) REQUIRED FIELDS of INFORMATION:
1.  Unique Identifier (Account #)
2.  Total Spend, Original Balance, or other cumulative Key Performance Indicator
3.  Zip Code (zip only not +4)
4.  Number of Transactions (i.e. Total # of Payments with minimum of 90 days history)
5.  Cumulative Dollar Amounts (reflecting a minimum of 90 days history)

Optional Fields may be added in regard to specific type of business or accounts by location. Please clearly identify and define these fields.
Files can be submitted in any of the following formats: CSV, TXT, XLS, DBF
STEP 1. SUBMIT the FOLLOWING INITIAL DATA ONLY:
A.  Unique Identifier (Account #)
B.  Total Spend, Original Balance, or other cumulative Key Performance Indicator
C.  Zip Code (zip only not +4)
Once we receive this data we will run it through the IMPACT model and send back a high level 9-Segment Summary. We then request the “cumulative” history file of the same accounts be submitted within 24 hours:
STEP 2. SUBMIT HISTORY:
A.  Unique Identifier (Account #)
B.  Number of Transactions
C.  Cumulative Dollar Amounts

 

At 3:00pm on May 24, 2011, Glenn Regan said…

I just tried to email you some

 

 
 
 
 

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