You compare your salesmen on payment collection by reading each person's card for Recovered, Outstanding, Speed as median days to collect, dealers worked, promises kept missed and open, and a rank, plus a company roll-up and a line naming overdue parties nobody has chased. A collection team leaderboard in this shop is that set of cards with sort chips, inside the Recovery view in Collect, available on request. At Monday 9 AM the Guwahati owner puts Ramesh's card next to Suresh's: both Recovered ₹6 lakh in August, Ramesh's Speed is 22 days, Suresh's is 71. The recovered figure finally has a denominator, and the unchased line still names three overdue parties. Tally still holds every receipt. The board is how those receipts get a person and a pace on a phone at 9 AM, before the first retailer call.
Key Highlights
- Each member's card carries Recovered, Outstanding, Speed as median days to collect, dealers worked, promises kept missed and open, and a rank
- There is a company roll-up and a line that names overdue parties nobody has chased
- Speed is median days to collect, so two people who recovered the same rupees can still read as different jobs
In This Article
- How do I compare my salesmen on payment collection?
- Recovered, Outstanding, Speed on a collection team leaderboard
- Cards with sort chips
- Speed as median days to collect
- Rank, dealers worked, promises
- The company roll-up and the unchased line
- Frequently Asked Questions
How do I compare my salesmen on payment collection?
How do I compare my salesmen on payment collection is the Monday question that impression used to answer. Ramesh is good at vasuli. Suresh is soft. That sentence is often directionally right and never specific enough to act on. The comparison that works is six numbers on each person, read together: Recovered in the period, Outstanding on his parties today, Speed as median days to collect, how many dealers he worked, promises kept missed and open, and a rank. Then the same six rolled up for the company, and the names of overdue parties nobody has chased.
Those cards live on Team, one tab of the payment recovery dashboard. They read from the recovery owner on each party, the same collection owner per customer you assign from the app. A receipt still does not carry a salesman's name on its own. The party does. The salesman wise collection report problem is this board's problem: attribution has to be designed, because the UPI at 11 PM has no route attached.
Do not compare on Recovered alone. ₹6 lakh from 20-day money and ₹6 lakh from 90-day money are different jobs. Speed is sitting on the card so that argument ends.
Recovered, Outstanding, Speed on a collection team leaderboard
Recovered is the flow. Money that came in from parties that carry this person's name during the period. It is the figure everyone already quotes in the corridor. On the card it is only the first of three.
Outstanding is the stock. What his parties owe today. Without it, Recovered has no denominator. Two people can recover ₹6 lakh, one off a ₹8 lakh book and one off a ₹40 lakh book. The second man moved less of what he carries. Outstanding is how you see that without exporting two ageing reports and joining them in Excel.
Speed is median days to collect. Not an average that a single 180-day receipt can wreck, and not a feeling. The middle collection, in days, for the money he actually brought in. Ramesh at 22 days collected this month's rupees quickly. Suresh at 71 collected this month's rupees slowly, even if the rupee total matches.
A collection team leaderboard that prints only Recovered is a scoreboard. Recovered plus Outstanding plus Speed is a review. Dealers worked, promises, and rank fill in the labour and the chase quality. The Monday conversation needs all of them on the same card, or it slides back to "collection thoda tight karo."
Cards with sort chips
Team is a set of cards with sort chips. Each salesman is a card. The chips change the order you see those cards. You are still looking at people, not at a grid of every party in the book.
Open Collect, open Recovery, open Team. Ramesh's card, Suresh's card, the proprietor's card if he owns accounts, the company roll-up. Flip a chip when you want Recovered at the top, or Speed, or Outstanding. The chip is a reading order for the meeting, not a new export.
That shape matters on a phone. A book of 180 parties and five salesmen is five cards and a roll-up. The owner can hold the comparison in one hand in the parking lot. He cannot do that if the Monday view is the full party list dressed as a team view.
Sort chips do not replace the follow-up log. They do not edit a phone number. They do not assign an owner. They only change which card you read first. Assignment still happens on the party. The log still happens on the party. Team is the score of that work.
Speed as median days to collect
Median days to collect is the number owners underrate and then, once they have it, will not give up.
Take Ramesh and Suresh in August. Both Recovered ₹6 lakh. Ramesh's collections clustered around 18, 22, 24 days. Median 22. Suresh's collections clustered around 64, 71, 88. Median 71. Same Recovered. Different Speed. Ramesh is collecting current billing. Suresh is collecting last quarter's overdue, or he is billing parties who have always paid slow and calling that recovery.
Neither man is automatically wrong. A 71-day median can be the right work if his book was the 90-day book and he is dragging it down. It is the wrong work if his book was 30-day terms and he is letting it rot. Outstanding on the same card tells you which. A small Outstanding and a slow Speed means he collected old money and has little left. A large Outstanding and a slow Speed means the pile is still there.
Habits on the party, in Reports+, is the customer-level twin: days to pay and median days per retailer. Team Speed is the salesman-level twin. Read them together when a party looks slow. The customer payment speed report is that Habits view. Team Speed is whether the person working those parties is himself slow.
Do not mix Speed with a target percentage. It is a median of days, on collections that already happened. It moves when the mix of receipts moves. A week of old-money recoveries will worsen Speed even as Recovered looks heroic. Say that out loud on Monday so nobody hunts the median as if it were a KPI they can game by skipping hard parties.
Rank, dealers worked, promises
Rank is the card's order under the chip you have selected. It is a reading aid. It is not a salary input unless you have decided, in writing, that it is. Owners who attach rank to incentive in the first week will watch salesmen dump hard parties onto the proprietor to protect Speed. Keep rank visible. Decide later whether money follows it.
Dealers worked is how many parties this person actually carried. A man with 12 dealers and ₹6 lakh Recovered is a different job from a man with 90 dealers and ₹6 lakh Recovered. The second man may be skimming easy receipts. The first may be deep on a short route. Ask, using the number. Do not guess.
Promises kept, missed and open come from the follow-up log on his parties. Kept means the promised date arrived and a receipt landed. Missed means the date passed, no receipt in Tally, lag allowed. Open means the date is still ahead. Three counts, on the card, so "Ramesh talks a good game" becomes "Ramesh has four open promises and two misses this week." That is a coaching sentence. The log's outcomes stay paid, promised, no answer, disputed. The card rolls promised dates into kept, missed, open.
If promises are all open and Recovered is high, he is collecting without dating, or he is collecting from parties he never promised on. If promises are all missed and Recovered is high, he is dating aggressively and the money is still arriving late. Both patterns are visible once the three counts sit next to Recovered.
The company roll-up and the unchased line
The roll-up line is the firm as one card: Recovered, Outstanding, Speed, dealers, promises, for everyone together. Monday starts there if the owner wants the company temperature, then drops into people. A roll-up Speed of 48 days with Ramesh at 22 and Suresh at 71 is a mix problem, not a "the market is slow" problem.
The line that names overdue parties nobody has chased is the one owners skip and then regret. A book of 180 parties always has a total overdue figure. The figure does not tell you which of those parties has had zero follow-up. The nobody-has-chased line does. On Tuesday it might be Nagaon at 94 days, Goalpara at 71, Tinsukia at 88, none with a recovery owner, none with a log entry this month.
That line is how the meeting becomes an assignment. These three have not been touched. Ramesh takes Nagaon and Goalpara. The proprietor takes Tinsukia. Reassign the recovery owner in the app before anyone leaves. Next Monday the same cards show whether Recovered moved, whether promises were kept, and whether the nobody-has-chased line shrank.
Tally keeps the bills through all of this. The collection team leaderboard does not post a receipt. It shows who recovered, who is slow, and who has not been asked. On a phone, that is the whole Monday.
Frequently Asked Questions
Q: How do I compare my salesmen on payment collection?
A: Read each person's card for Recovered, Outstanding, Speed as median days to collect, dealers worked, promises kept missed and open, and rank. Use the company roll-up for the firm, and the line that names overdue parties nobody has chased for the names that have had no follow-up. Do not compare on Recovered alone.
Q: What is a collection team leaderboard in this view?
A: It is the Team tab inside Recovery in Collect: one card per member, with sort chips to change reading order, plus a company roll-up. Each card carries Recovered, Outstanding, Speed, dealers worked, promises, and rank.
Q: What does Speed mean on the card?
A: Speed is median days to collect, for the money that person actually brought in. Two salesmen can recover the same rupees and have very different Speed if one collected 20-day money and the other collected 90-day money. Outstanding on the same card is the denominator.
Q: How are Recovered and Outstanding attributed?
A: They follow the recovery owner on the party. A receipt does not carry a salesman's name unless the party does. Reassign the owner from the app when a route changes, or the card will keep scoring a person who has already left.
Q: Where do the unchased overdue names come from?
A: From the Team line that names overdue parties nobody has chased. Those are overdue customers with no recovery owner and no follow-up on the log. Assign an owner from the app before the meeting ends.
Q: Does the board replace Tally reports?
A: No. Tally remains the book of record for bills and receipts. The board is how those receipts and that outstanding get a person, a pace, and a list of parties nobody has asked.
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