You update the tool with information from your customer accounts whenever and how often you want. The information is matched with data from Dun & Bradstreet's global corporate database.
The D&B Portfolio Manager dashboard gives you the status of outstanding amounts aggregated for the entire customer base. You get a clear overview of the overall risk spread and the opportunity to look in-depth at individual accounts.
Risk analysis on customer segments
Assess risk and penetration of your customer base through different segmentation criteria: sector, legal structure, geographical location, size, and number of years in business. A risk analysis gives you a clear picture of how different markets relate to each other and where you may need extra focus on risk management.
Portfolio development and analysis
Review the results of your strategies for credit offering, reservations and requirements based on your own accounts receivables and custom fields. Combined with trend analysis, you can also anticipate developments ahead of time and predict credit losses and bankruptcy risks in the coming year.
You also get an overview of your total exposure and potential customer losses within a corporate group across one or more accounts receivables, departments or countries.
You get a clear overview of the overall risk spread and the ability to look closely at individual accounts.
You can create two dashboards with your own data fields combined with risk data from D&B to provide insight into, for example, customers exceeding the credit default insurance amount. This allows you to create custom reports for your specific needs.