BOT Command Center v7 Executive Review

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Portfolio Pulse

BOT portfolio + NEXT FU collection activity preview

All managers / all specialists

Total AR

—

Across loaded BOT accounts

91+ AR

—

Aged 91+ receivables

BOT Accounts

—

Click to view BOT account list

New BOT Sprint 15

Click to view Sprint accounts

Child Cases

—

Click to view linked child cases

New BOT Sprint 15 (35)New BOT nominations • cases not created yet

BOT AccountsCurrent manager / collector filter

Linked Child CasesBOT-linked Billing Ops cases

Manager

Collection Specialist

Account

Aging Distribution — Current Filter

Current

—

1–30

—

31–60

—

61–90

—

91–180

—

181–360

—

361–720

—

720+

—

— • Ticket —

—

0 Open Partner Cases

Total AR

—

91+ AR

—

Manager

—

Collector

—

BOT Age

Start date needed

Follow-Up Status

—

Leadership Decision / Help Needed

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Next Follow-Up

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Next Action

—

Date Last Contact—

Last Payment Date—

Dispute Details

Disputed Amount—

Dispute Reason Category—

Dispute Reason—

Problem Status—

Current Summary

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Previous Summaries (0)

Salesforce Partner Cases Hide cases ▲

Team Note

Shared update for account history

Saved to shared account history

Team note saved ✓

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