Tracking AR KPIs is powerful, but only if they drive action. Numbers alone don’t improve collections….Weekly decisions do.
Strong AR teams review KPIs and immediately connect them to next steps to make improvements on the cash side.
If DSO increases
Review largest past-due balances
Increase follow-up cadence on high-dollar accounts
Check if new customers are paying slower than expected
If Past Due % increases
Focus follow-ups on aging buckets with the biggest growth
Review billing timing and invoice accuracy
Identify customers slipping into late patterns
If CEI drops
Reassess follow-up consistency
Check if disputes are delaying payments
Confirm team accountability for key accounts
If Promise-to-Pay success drops
Tighten follow-up timing after commitments
Escalate sooner when dates are missed
Confirm payment method and approval process
Why weekly action matters
Cash flow doesn’t change monthly. It changes daily and weekly. Small adjustments now prevent large AR problems later for you and your team.
If KPIs exist but action doesn’t follow, reply to this email, message me in the community, or email [email protected]. Execution is where results happen.
AI-native CRM
“When I first opened Attio, I instantly got the feeling this was the next generation of CRM.”
— Margaret Shen, Head of GTM at Modal
Attio is the AI-native CRM for modern teams. With automatic enrichment, call intelligence, AI agents, flexible workflows and more, Attio works for any business and only takes minutes to set up.
Join industry leaders like Granola, Taskrabbit, Flatfile and more.
Sponsoring the Cash Flow Chronicles today is HUBSPOT!
Thank you for supporting our newsletter. Each time a reader engages with our sponsor’s ad, this directly supports CFC’s mission to be the TOP FINANCIAL newsletter Beehiiv has to offer.
Even if you do not buy a product, subscribe, etc. this greatly supports our mission. Take 5 seconds today and check them out!
Want to get the most out of ChatGPT?
ChatGPT is a superpower if you know how to use it correctly.
Discover how HubSpot's guide to AI can elevate both your productivity and creativity to get more things done.
Learn to automate tasks, enhance decision-making, and foster innovation with the power of AI.
Veteran business owner? Take command of your cash flow and tighten your financial systems. Join The Profit Platoon — a community built for Veterans.




