Archive for January, 2014

Jan 26 2014

CollectorView version 1.1.3

The latest version of CollectorView just came out this weekend.  We’re excited about the additions and the new versatility it will offer our clients. With this version we’ve added not only a new slide type, but also a whole new kind of measurement – future money.

 

Thank you

We know it’s a little unorthodox. A ‘Thank You’ usually comes at the end. But we wanted to let you know how much we appreciate your suggestions and input. All of the additions to this latest version have come from you, our clients.  Thank you for helping us make CollectorView the product you want and need. And please, keep the ideas coming!

 

Now, on to the details.

 

Future money charts

You, our CollectorView clients, already have a wide variety of ways to track collector performance. Future Money Charts expand this even further with the ability to track future payments such as post-dates and promises. Three new charts will allow collectors to estimate the amount of money that should come in during the coming term.  Here’s a sneak peak:

In the first of the three charts, both collected dollars and expected future money are stacked on top of one another.  This allows collectors to see at-a-glance the overall projected amount for the term.

stacked_column

The amount collected is in orange, and the remaining amount due for the term is in blue. Together you can see what the expected outcome is over the term.

We’ve provided additional ways to display the information. A zero line allows the collected payments to be displayed above the zero line while the future payments are found below. Over the course of the term, the number below the line will shrink as the number above climbs. The third display option shows collected payments and future payments in a traditional side-by side pattern. Additionally, the future payment amount will now appear in the spreadsheet when downloading the transaction history. Our clients should be receiving an email shortly with more detail explaining how to access these new slides.

pivoted_column

Collected dollars show above the zero line in orange, expected future money shows in blue below the zero line.

adjacent_column

Payments in orange, expected future payments in blue shown side by side.

 

Scale and page calculation

Two additional settings have been added on the main chart set up page:

First, you can now choose whether the system should scale a chart to a goal amount or if the slide should automatically scale based on the largest value (the default behavior is to continue to scale to the goal).  To explain how useful this is, let’s imagine for a moment that you’ve chosen a slide to track payments over an entire month. Early in the month the values compared to goal are so small they hardly register on the graph at all. Collectors aren’t able to easily see where they’re at in comparison to each other, and to them, it sure looks like an awfully long way before they reach their goal.  But you’ve got a new tool to help them out. You simply change the scale to ‘automatic’ for the first few days of the month. Instantly the chart data scales only to the largest amount collected so far. The display of payments is larger. It’s easy for collectors to see where they are in relation to each other. The goal somehow doesn’t seem so insurmountable anymore.

The second addition that’s been added to the system is the pages setting.  In the past we’ve tried to accommodate large groups of collectors by having two slides for each chart type — one for the first 10 or 12 collectors, and another for the remaining collectors, whether it was just one more collector or 12 additional.  We’ve readjusted the page setting so the slides are now automatically divided and populated evenly. In order to use this new feature, a manager would create a slide and leave the setting at 1 page.  If, after a preview, it seems too crowded or difficult to read, the manager would simply change the pages to 2 (or 3 or more) and restart the show. The program will now automatically spread the contents of the slide evenly over 2 (or more) different slides.  No more showing a second slide with just one collector on it.

Thank you

We said it before, and we’ll say it again. We appreciate you. We hope these new features will be ones that will increase you collectors’ productivity, raise awareness of performance and make life a little easier for supervisors and managers. Please contact us with any ideas or ways that we might improve your CollectorView experience. Thank you!