Credit KPIs Across the Credit Cycle - Know which numbers to watch and when. Not all KPIs are created equal. The metrics that matter at onboarding look very different from the ones you need to watch in collections. In this session we map th

Created by Amy Sara Price, Modified on Fri, 3 Jul at 10:52 AM by Amy Sara Price

Trade Shield | Knowledge Centre TRAINING & WEBINARS

Credit KPIs Across the Credit Cycle

Approx. 60 min webinar · Credit Thursdays · Watch on YouTube

Not all KPIs are created equal. This webinar maps the right metrics to the right stage of the credit cycle so your team stops measuring everything and starts tracking what actually drives decisions. Credit KPIs Across the Credit Cycle walks through DSO, ageing analysis, CEI, overdue percentage, and best-possible DSO — and shows you exactly when and why each one matters.

Whether you are onboarding a new customer, managing an active account, or chasing a long-overdue balance, the numbers you lean on should reflect where you are in the cycle. This session unpacks which KPIs give you the clearest picture at each stage, how to use movement in those numbers as an early warning system, and when a shift in a metric should trigger escalation — not just concern.

What You Will Learn

✓ DSO and ageing analysis mapped to each stage of the credit cycle — from onboarding through to collections	✓ The Collection Effectiveness Index (CEI) and what it actually tells you about your team’s performance
✓ Overdue % as an early warning signal — how to read trend movement, not just the number	✓ Best-possible DSO and how to use it to benchmark your actual performance
✓ KPI-triggered escalation: setting Green / Amber / Red thresholds that tell you when to act — not just when to worry	✓ How DSO and CEI answer completely different questions — and why you need both

Watch the Webinar — Credit KPIs Across the Credit Cycle

WEBINAR RECORDING

https://youtu.be/_5qIpaKRsd4

Credit KPIs Across the Credit Cycle

Credit Thursdays · 2 July 2026 · Approx. 60 min

► Watch on YouTube

Who This Webinar Is For

Credit Controllers & Managers

Tracking team performance, reading portfolio health, and knowing which KPIs to escalate when accounts start moving in the wrong direction.

Financial Managers & CFOs

Understanding the rand value of the BPDSO gap, working capital tied up in overdue debtors, and the financial story behind each credit metric.

Collections Teams

Measuring effectiveness with CEI, benchmarking against world-class standards, and identifying where coaching and process improvements will have the most impact.

Anyone Extending Trade Credit

Suppliers, sales teams, and onboarding staff who need a shared language for credit performance across the full debtor lifecycle.

Topics Covered in This Session

The Credit Cycle: A KPI Framework

The three broad stages — onboarding, active account management, and collections — and why the right metric depends entirely on where you are in the cycle. Includes KPI ownership by role: Credit Controller, Credit Manager, and CFO.

DSO & Ageing Analysis

The DSO formula, how to read it as a credit manager versus a CFO, and how its meaning changes at each stage of the cycle. Plus: how to read your ageing report as a daily diagnostic tool — what each bucket tells you and the response it demands.

Best-Possible DSO (BPDSO)

What BPDSO measures, how the gap between actual and best-possible DSO reveals the true cost of overdue accounts, and how to frame the gap in rand values to turn it into a board-level conversation.

The Collection Effectiveness Index (CEI)

The CEI formula in plain language, the four performance bands (world-class to act-now), and how to use CEI for team benchmarking, monthly trend tracking, and measuring the impact of process changes or training.

Overdue % as an Early Warning Signal

Why overdue percentage is one of the most misread metrics in credit — and why the trend matters far more than the number. The two-consecutive-increase amber rule, the three-increase red flag, and how to segment the movement to find the source.

KPI-Triggered Escalation

A practical Green / Amber / Red threshold framework for all five KPIs covered in the session, plus a complete KPI map showing the right metric, what it tells you, and who acts — at every stage of the credit cycle.

ⓘ Tip: DSO tells you how fast you are collecting. CEI tells you how well. They answer different questions — and you need both. Set your Green / Amber / Red thresholds when things are calm. When a metric hits red, the trigger should be automatic, not a debate.

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Download the Presentation Slides

PDF

Credit KPIs Across the Credit Cycle — Webinar Slide Deck

Credit_KPIs_Across_the_Credit_Cycle_2July2026.pdf · 23 slides

↓ Download Slides

The slide deck includes all frameworks and reference tables from the session — a practical tool to keep alongside the recording.

✓ The three-stage credit cycle KPI framework	✓ KPI ownership by role: Controller, Manager & CFO
✓ DSO & BPDSO formulas with worked examples	✓ CEI formula, performance bands, and benchmarks
✓ Green / Amber / Red escalation threshold table	✓ Complete KPI map: right metric, right stage, who acts

Related Resources

› Watch on YouTube — Full Webinar	› Training Videos & Webinars — All Sessions
› Trade Shield Knowledge Centre — Home	› Contact Support — support@tradeshield.ai

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