Collection Target Tracking

A monthly target says little on the 20th unless you know what is still left to collect. PursuerAI shows the Target Gap next to the target, so the shortfall is visible every day of the month.

Target Gap on the dashboard

The Target Gap is the amount still to collect against target. The dashboard shows it alongside total collection, the target and the Projection, which counts open PTPs and pending settlements. Together they show what is already collected, what is promised and what is still missing.

MIS results by team and executive

The MIS report breaks the same numbers down by team and by executive: allocation count and value, paid amount, PDC, part payment, settlement, total collection, Projection, target and Target Gap. A team leader can see which team or executive is furthest from target without consolidating spreadsheets.

Related guides

Promises feed the Projection; see PTP tracking. For which activity numbers to watch alongside collections, see how to measure collection agency productivity.

Tracking targets in a spreadsheet today? Read collection agency software vs Excel.

See how PursuerAI tracks collections against target.

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