Portfolio Manager RiskClear overview of your entire customer portfolio
Know who you are doing business with. D&B's Portfolio Manager provides you with a direct insight into your most risky customers and your best customers!
Portfolio Manager is an online analysis program that enables you to use your time as efficiently as possible. It combines data from your customers with records in D&B's databank to provide an insight into your customer portfolio. This means you can accurately determine where the major risks lie. The result is a clear, well-founded overview of your portfolio. Receive notifications of important changes within your portfolio and take necessary measures.
Portfolio Manager provides answers to some critical questions:
- How is the risk spread across the entire portfolio?
- Which of your suppliers involve the greatest risk and which are your best?
- What is the payment behaviour of your customers?
- What are the total risks in a business structure?
- How high will the commercial risk be in the coming 12 months?
- Is it advisable to change the credit limit in case of increased risk?
Dashboard for a clear overview
The dashboard function provides an immediate overview of the risks in your customer portfolio. By clicking, you can drill down to all the details. You can also modify the dashboard with the analyses that are most relevant to you.
Provides further analysis based on your own ledger data and customised fields which, combined with trended analysis, can help you to review the performance of your reserving and collections strategies. Two histograms (risk profile vs amount reserved and aged debt vs DSO) help you to understand trend performance within your portfolio.
|Download the Portfolio Manager leaflet (in Dutch)|
|Download the What's new presentation|
More information about this product?
If you would like further details, or wish to arrange an appointment to discuss which options might be interesting for you, please send a message or call us:02 481 82 00
Possible situations in which you can use this product
Thanks to Portfolio Manager we have hardly any bad debts!Credit Risk Manager EMEA Belden Europe
We were looking for an efficient instrument to support the day-to-day operations of the credit control team, and that is exactly what the Portfolio Manager offers us.Elke Segers, Commercial Accounting & Controlling Manager at Alpro