As a credit manager you need to have a clear view of your current credit risks in order to secure your company's liquidity targets. Only with knowledge of the existing risks is it possible to check them and control them according to the aims of your company. A portfolio analysis in credit management gives you the possibility to consider your inventory of credit as a whole.

With the right software support a wide range of data and information can be brought together, evaluated according to diverse criteria and then presented visually. Depending on their design and intended aims, portfolio analyses give you information on very specific questions that help you with your planning.

With the credit management software CAM Industry & Trade it is possible to consider both individual risks and the overall risk of all your credit. All aspects of the data can be combined, allowing numerous portfolio analyses to be carried out, e.g. turnover, structure, customers or trends. From any report, you can open the customer file and view the individual risk. An authorization concept enables you to define for every individual user which evaluations may or may not be accessed.

Practice-orientated, adaptable standard reports are available to provide you with a solid foundation. But you also have the possibility to create your own reports and schedule them to be run. Reports can be run once at a specific time or on a regular basis (e.g. on the 15th of each month).

Get answers to important questions immediately and at any time:

  • Which customers have exceeded limits by the most?
  • How are your customers distributed across the rating classes?
  • Which customers have the highest limits, exposure, open positions and/or outstanding orders?
  • By how much has your average DSO (average time taken to pay) improved?
  • How are open positions and credit defaults distributed across your branches?
  • For how many and which customers are trade credit insurance lines available, and in what amount?
  • Which totals do I need to report to the credit insurance company?

Profit from a detailed, current overview of your credit management and your receivables structure through professional portfolio analysis.

Portfolio analysis and reporting with CAM Industry & Trade

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