Priority Call List
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Performance Dashboard
Call metrics and collection stats
Outbound Calls
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Total outbound
Total Calls
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Answer Rate
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Avg Duration
--min
Completed calls
Vendors Contacted
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out of total
Collected
$--
deposits
Total Outstanding
$--
Across all vendors
Call Breakdown
By Outcome
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By Direction
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Deposit Tracker
No deposits in this period.
Daily Activity
| Date | Outbound | Answered | Missed | VM Left | Duration |
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No call data for this period.
This Week vs Last Week
ACH Steering Report
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Priority Breakdown
Uncontacted Vendors (7+ days)
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How Priority Scoring Works
Each vendor receives a score from 0–100 based on five weighted factors:
Balance Owed 0–30 pts
Higher balance = higher priority. $5,000+ earns the maximum 30 points.
Aging Bucket 0–25 pts
Older debt = more urgent. 120+ days past due earns max 25 points.
Days Since Contact 0–20 pts
Longer silence = needs attention. No contact in 14+ days earns max 20 points.
Payment Behavior 0–15 pts
Broken promises, multiple calls with no payment, hard to reach = higher score.
Open Invoices 0–10 pts
5+ invoices earns max 10 points. More invoices = more disorganized payer.
Critical (70–100): Call today, no excuses
High (50–69): Should call today
Medium (30–49): Call this week
Low (<30): Can wait
Deposits
Payment history
Total Deposited (30d)
$--
Payments
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ACH Payments
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Check Payments
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Log New Deposit
Recent Deposits
No deposits recorded yet. Use the form above or run "Check Deposits" from the Reports page.
Activity Notes
All call actions and notes logged by agents, sorted by day
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Vendor Directory
Manage contacts, invoices & balances
Exclusions
Vendors removed from active call list
No excluded vendors. Use "In Legal" or "Skip Week" on vendor cards to add exclusions.
Upload Spreadsheet
Import an aging report to update the database
Upload Aging Report (.xlsx)
Standard QBO A/R Aging Detail or Summary export. Auto-detects columns.
Drop your .xlsx file here
or click to browse
Client Settings
Manage clients and their configurations
Current Clients
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QuickBooks Online
Add New Client
Reports
Aging trends and digest history
Aging Summary
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Run Operations
Admin Portal
Manage users, roles, and system settings
All Users
Client Access Matrix
Assign roles per client. Changes save automatically.
| User |
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Database Stats
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Active Sessions
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