# Upflow - Analytics > Get the visibility and insights you need on your Accounts Receivable to grow your business. Upflow’s Analytics feature helps you measure performance, mitigate risk, and forecast your cash flow with precision. Upflow’s analytics tools enable finance teams to go beyond spreadsheets by offering real-time KPIs, advanced filtering, and actionable dashboards — all tailored for efficient AR management and smarter cash collection strategies. --- ## Key Features - Measure your efficiency Understand your cash collection performance through DSO and CEI reports tracked in real time. - Customer credit scoring Segment your customers to adapt and build personalized collection strategies. - Automate forecasting Say goodbye to pesky spreadsheets and hello to centralized analysis of your collections. - Mitigate risk Use advanced reports to find out who’s at risk and act on it. - AR overview Keep track of your aging balance to improve your collection efforts against your targeted forecast. - Advanced drill downs Filter on different teams to identify potential issues. - Automate cash forecasting Measure your collection rate and quickly determine the status of your cash flow. - Cash flow forecast Use comments to keep others up to date on the account. - Know when you’ll get paid Enable your customers to notify you when they plan to make a payment. --- ### FAQs Question: What KPIs and metrics can I track with Upflow’s Analytics? Answer: Upflow gives you real-time visibility on key accounts receivable metrics, including DSO (Days Sales Outstanding), Best Possible DSO, Collection Effectiveness Index (CEI), At-Risk Rate, and Aging Balance. - DSO is calculated using the Countback method to accurately reflect your average collection time and highlight the gap from your Best Possible DSO, helping you identify improvement opportunities. - CEI measures the percentage of collectible receivables you’ve actually collected, offering a stable efficiency indicator even when sales volumes fluctuate. - At-Risk Rate shows the share of invoices more than 90 days overdue - a critical threshold where the likelihood of collection drops significantly. - Aging Balance visually breaks down your due and overdue amounts across multiple time buckets, so you can track collection trends and take action on older debts. All widgets can be filtered, resized, and exported, letting you drill down into performance by workflow, account manager, region, or custom fields. Question: How does Upflow help me forecast my cash flow? Answer: Upflow’s Cash Forecast tool uses historical collection patterns from your Billing Cohorts to estimate incoming cash from accounts receivable over the coming months. Unlike a simple DSO-based estimate, this method looks at actual invoice payment behavior to project cash inflows more accurately. - Cohorts group invoices issued in the same month, then track how quickly they’re paid over time. - The model assumes invoices are issued at the start of each month and uses your historical “month 1, month 2…” collection rates to project future receipts. - You can also add known upcoming sales figures to refine the projection. This forecast helps finance teams anticipate cash gaps, plan investments, and avoid surprises in working capital. Question: Can I identify and act on high-risk customers? Answer: Yes, Upflow’s At-Risk Rate metric and Customer Credit Scoring highlight accounts most likely to default. Invoices more than 90 days overdue are flagged as “at risk” because recovery rates drop sharply past this point. You can: - Filter analytics to focus on specific risk groups. - Combine risk data with Aging Balance and Billing Cohorts to see if slow payment patterns are recurring. - Build targeted workflows to escalate communication or offer tailored payment options. By acting early on these signals, you can reduce potential write-offs and improve overall cash recovery. Question: How does Upflow handle unapplied amounts in analytics? Answer: Unapplied amounts are payments, refunds, or credit notes issued but not yet matched to invoices. They can skew your cash flow analysis if not accounted for correctly. Upflow’s analytics now consistently follow the formula: Outstanding = Due + Overdue – Unapplied. This ensures: - DSO and CEI reflect only net collectible amounts. - Aging Balance shows unapplied amounts as negative, striped bars, making them easy to spot. - Payment Mix and cash collection metrics include unapplied amounts in totals. Reducing unapplied amounts improves reporting accuracy, cash forecasting, and customer communication. Question: Can I analyze my payment methods and customer behavior? Answer: Yes. The Payment Mix widget tracks the share of each payment method (e.g., bank transfer, card, check) over time. This helps you: - Identify trends, such as a shift toward faster or more cost-effective payment methods. - Plan migration strategies if you want to reduce high-cost or slow-payment options. - Combine with cohort and risk analysis to see if certain methods correlate with delayed payments. You can filter by date, customer group, or geography, and export the data for further analysis. Question: How can I share and customize analytics reports? Answer: From the Analytics tab, you can: - Filter data by date range, workflow, country, account manager, custom fields, and more — with all filters applying to exports. - Export widgets as CSV or Excel for detailed offline analysis. - Schedule dashboards by email on a daily, weekly, or monthly basis to keep your team informed. - Create custom dashboards to focus on the metrics most relevant to your role or objectives. This flexibility means you can provide the right stakeholders with timely, actionable insights. --- ## Related Resources - [Analytics Feature Page](https://upflow.io/features/analytics) - [Help Center](https://support.upflow.io/hc/en-us)