Reporting & Analytics

Catchpole provides comprehensive reporting to track performance, identify trends, and make data-driven decisions.

Dashboard Analytics

The main Dashboard includes:

• Collection Trend — 30-day line chart of daily collections
• Top Collectors — bar chart ranking collectors by total recovered
• Key metrics — collection rate, active claims, total recovered

Reports Page

Navigate to Reporting for detailed reports:

Collection Performance

• Total collected by period (daily, weekly, monthly)
• Collection rate trends
• Average payment amounts
• Payment method breakdown

Collector Performance

• Individual collector metrics
• Accounts worked per collector
• Collection rate by collector
• Contact attempts and success rates

Campaign Performance

• Campaign completion rates
• Channel effectiveness (mail vs. email vs. SMS vs. phone)
• Response rates by step
• Cost per dollar collected

Portfolio Health

• Aging reports by bucket
• Score distribution across portfolio
• Dispute and legal hold rates
• Promise-to-pay completion rates

Exporting Data

Reports can be exported in multiple formats:

• CSV — for spreadsheet analysis
• PDF — for client reporting and presentations

Access Control

• Owners/Admins — full reporting access
• Managers — team and portfolio reports
• Collectors — personal performance metrics
• Clients — read-only access to relevant reports