How much money is tied up in dunning processes, how are the cases developing – and what is coming your way next? The analysis of dunning takes place directly in the dunning dashboard: via the four metric cards, the filterable case list and the forecast. There is no separate report page for this – this article shows how to answer the most important questions with the built-in tools.
Reading the metrics correctly
"Active dunning notices": your current case volume. If the number rises over weeks, it is worth looking at payment terms and customer structure.
"Open amounts": the money tied up in dunning processes (per currency) – the most important figure for your liquidity risk.
"Dunning hold active": cases waiting for your decision – should stay close to zero permanently.
"Uncollectible": failed processes – the candidate pile for debt collection or write-off.
Analyzing with the list filters
With its filters, the "Active dunning notices" tab answers typical analysis questions:
Filtering by "Dunning level": How many cases are stuck at late levels? Many cases at levels 3 and 4 point to structural payment problems rather than isolated cases.
Searching by "Customer": spotting repeat offenders – for notorious late payers, a shorter payment term or advance payment is worthwhile.
Narrowing by "Period": comparing the development of individual months.
The forecast: looking ahead
The "Forecast" tab lists all invoices whose next dunning level is imminent – with the current and next level, the date of the next dunning notice and a day countdown. This lets you plan proactively:
Contact customers with high amounts personally before the escalation.
Prepare the support team for upcoming waves of dunning.
Identify cases where a dunning hold makes more sense than the next level.
The forecast: which dunning notice is due when – with a countdown per invoice
Context from other areas
The main dashboard shows the open invoice amounts within the overall picture of your metrics (MRR, revenue development).
The payment reports complement the income side – see "Payment reports and dashboards".
For your own analyses, export the invoice list as a CSV ("Exports" area) and analyze it by status.
Recommended rhythm
Weekly: check the forecast, tackle large cases proactively.
Monthly: note the metrics and compare them with the previous month – this way you spot trends despite the lack of a historical chart.
Quarterly: decide on uncollectibles, adjust conditions for repeat offenders.
Next steps
All elements of the dashboard in detail – see "Open receivables at a glance"
Analyze the payment side – see "Payment reports and dashboards"
