Customer Risk & Credit View

Credit exposure, risk tiers, and collection priority

Critical Risk

2

customers

$440.8K exposed

High Risk

3

customers

Requires monitoring

Avg Credit Util.

81.1%

across all customers

3 customers >90% utilized

Credit Holds

1

accounts on hold

No new orders accepted

Risk Tier Distribution

12 total customers

Low3
Medium4
High3
Critical2

Credit Utilization — Top 10 Customers

% of credit limit currently drawn

Customer Credit & Risk Register

12 customers · sorted by riskScore

Customer
Industry
Total AR
Overdue
Days Late
Credit Limit
Util %
Risk Score
Pay Score
Status
Actions

Thornfield Retail Partners

9 invoices

Retail$156.3K$156.3K112d$200.0K
78.2%
9128Credit Hold

Meridian Logistics Group

14 invoices

Logistics$284.5K$198.2K97d$300.0K
94.8%
824190+ Days

Harmon Financial Services

6 invoices

Finance$98.4K$98.4K88d$150.0K
65.6%
743861–90 Days

Bridgeport Construction Co.

11 invoices

Construction$194.7K$68.9K71d$250.0K
77.9%
675531–60 Days

Apex Manufacturing Inc.

22 invoices

Manufacturing$412.8K$87.4K54d$500.0K
82.6%
616331–60 Days

Greenfield Agri Corp

8 invoices

Agriculture$134.9K$52.3K63d$175.0K
77.1%
586131–60 Days

Vantage Healthcare Systems

18 invoices

Healthcare$328.1K$42.6K38d$400.0K
82%
44741–30 Days

Castlerock Media Group

7 invoices

Media$89.7K$26.1K45d$120.0K
74.8%
41701–30 Days

Showing 18 of 12 customers

Action Log & Comments

4 entries

Log an Action

MR
Maya ReyesAR ManagerNexus CorpCredit Hold AppliedToday, 09:14 AM

Applied credit hold on Nexus Corp due to 90+ days overdue balance of $142,500. Notified sales team and account manager.

JO
James OkaforCollections AnalystPinnacle SystemsCollection Call MadeToday, 08:30 AM

Spoke with CFO at Pinnacle Systems. They confirmed payment of $85,000 will be processed by end of week. Promise to pay logged.

SL
Sara LimCredit AnalystApex IndustriesCredit Limit ReviewedYesterday, 04:45 PM

Reviewed credit limit for Apex Industries. Recommending increase from $200K to $250K based on 12-month payment history. Pending approval.

MR
Maya ReyesAR ManagerMeridian GroupEscalation RaisedYesterday, 02:10 PM

Escalated Meridian Group account to legal team. Balance of $210,000 is 120+ days overdue with no response to 3 collection attempts.