Total Aging by Sales Rep
Outstanding AR balance and share of total portfolio, per salesperson, as of the selected date.
| Rep | Balance | % of Total | Aging Mix |
|---|
Aging Structure by Bucket & Rep
Current, 31–60, 61–90 and 91+ day balances stacked per sales rep — where each rep's exposure sits on the risk curve.
Total Aging by State
Geographic concentration of outstanding balance.
Portfolio Aging Mix
Current vs. past-due share of total balance, as of the selected date.
Monthly Aging Trend
Month-end (last available day in each calendar month) balances, sliceable by rep / state above and by metric below.
Customer Detail & Movers
Balance as of the selected date vs. the comparison snapshot, per customer. Click a customer name to open their full detail view.
| Customer | Rep | State | Balance | Prior | Δ Change | Current | 31–60 | 61–90 | 91+ |
|---|
Portfolio Signals
Automatically generated from the current filter selection.
Managing Aging & Ordering — Guidance for Sales Reps
General collections discipline to pair with this report. Ranked roughly by the point in the aging curve it addresses.
Review before you release the next order
Before releasing a new order, check the customer's Current + 31–60 balance against terms. A clean 0–30 balance is healthy; treat any 31–60 balance as an early warning to confirm payment before shipping more.
Call at 31–60, don't wait for 61–90
The moment an invoice crosses into 31–60, place a call or send a statement — don't wait for it to age further. Early contact recovers cash faster and preserves the relationship better than a collections call at 90+.
Hold orders at 61–90 without a payment commitment
For accounts carrying a 61–90 balance, get a specific payment date in writing before releasing further product. Reps should loop in a manager if a customer won't commit to a date.
Escalate 91+ to credit hold
Balances in 91+ represent real credit risk. These accounts should move to credit hold pending a payment plan, and reps should not treat continued ordering as a way to "trade through" old debt — new sales don't fix old aging.
Watch credit limit vs. balance together
A customer near or above their credit limit with meaningful 31+ aging is the highest-priority call of the week — the combination signals both a payment problem and an order-approval decision.
Use the trend, not just the snapshot
A rep whose total aging is flat but whose 91+ share is climbing month over month has a mix problem, not just a balance problem — flag it even if the total dollar exposure looks stable.