Selecting Metrics for Your Home Page

Procedure

To select metrics for your Home Page Watch List:

  1. Access the Home Page by selecting the Home link from the Main menu.
    The Home Page screen appears.

  2. From the Home Page, in the My Watch List section, select the Edit icon.
    The Metrics screen appears.

  3. Select up to three metrics that you want to track for the customer and click Save.
    You can select from the following metrics:

Total A/R

Approved Credit Line

Aging Buckets 1 - 10

Score

Aging Current