Overview

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.

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

1. Weekly: check the forecast, tackle large cases proactively.
2. Monthly: note the metrics and compare them with the previous month – this way you spot trends despite the lack of a historical chart.
3. 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"