Total credit limit
$1.659M8 accounts under active credit review
8 accounts under active credit review
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Interactive demo· Try the search, filters, record selection, and primary action
Sales · Orders
Customer credit limits
Each customer carries a credit limit next to its open balance, and the agent holds any order that would push past it.
Book a demoCredit operations
Sales · Orders
Customer credit limits
Credit exposure by account
Credit utilized
$1.137M68.4% of total limit
68.4% of total limit
Accounts over limit
1 account$9K over limit
$9K over limit
Average collection days
34.6 days2.1 days faster
2.1 days faster
Credit exposure by account
Managed accounts 8/8| Account | Credit limit | Open balance | Available credit | Utilization |
|---|---|---|---|---|
| $240K | $218K | $22K | 90.8% | |
| $195K | $89K | $106K | 45.6% | |
| $140K | $149K | -$9K | 106.4% | |
| $325K | $179K | $146K | 55.1% | |
| $93K | $76K | $17K | 81.7% | |
| $279K | $161K | $118K | 57.7% | |
| $170K | $159K | $11K | 93.5% | |
| $217K | $106K | $111K | 48.8% |
Workflow
What this app handles
Review the current state of credit exposure by account and complete “Review order holds” from the same workspace.
Account / Credit limit
Connect the two source records needed for credit exposure by account and keep them current.
Total credit limit
$1.659M is calculated from the current worklist. 8 accounts under active credit review.
Open balance / Available credit
Review evidence and status on each item, with exceptions brought to the front.
Review order holds
Write the approved result back and retain who changed what and when.
Recommended connections
Recommended systems for this app
Connect the systems and data you already use in the way your workflow needs.
- Oracle
Operations and finance data
- Salesforce
Customer, deal, and service data
- QuickBooks
Ledger and payment data
- Slack
Notifications and actions
- Order management system (OMS)
Order value and shipment-hold status
- Business credit data
External credit ratings and default risk
Related apps
Apps used with this workflow
- Sales · Orders
Collections follow-up
Past-due receivables are grouped by customer and aging bucket, and the agent sends each reminder email and text on schedule.
- Sales · Orders
Deal pipeline board
Prospects sit in stages, and the agent moves them along from what it reads in email and quote history.
- Sales · Orders
Sample request tracker
Samples sent to prospects sit in one table with their replies, and the agent follows up after two weeks of silence.
TAILORED IMPLEMENTATION
Bring Customer credit limits into the way your team already works
Connect the systems and documents you already use, then tailor permissions, exception handling, and approvals to your operation.