Sales Department
Order Release Request
Sales Order Lookup
Create Credit Request
Sales Dashboard
2,450,000 SAR
Total Sales
+12.5%156
Total Orders
+8.3%485,000 SAR
Overdue Amount
+15.2%1,965,000 SAR
Balance Amount
-5.8%1,235,000 SAR
Exposure Amount
+3.2%Order Status Distribution
Approved: 136 orders
Rejected: 12 orders
On Hold: 8 orders
Summary: Most orders (87%) are approved, indicating a healthy approval rate. Only 8% are rejected and 5% are on hold, suggesting efficient processing.
Approval Exceeding Days
Exceeding 90 Days: 23 customers
Not Exceeding 90 Days: 66 customers
Summary: 74% of customers are within the 90-day approval window, while 26% exceed this timeframe and may require immediate attention or escalation.
Monthly Overdue Comparison (Sep 2024 - Current)
Summary: Overdue amounts peaked in March 2025 and have been declining since. Balance amounts show a steady downward trend, indicating improved collection efforts.
Enhanced Approval Status Dashboard
10
Total Customers
4
Exceeding 90 Days
6
Not Exceeding 90 Days
7
Pending Approvals
Critical Customers - Exceeding 90 Days Overdue
4 customers
| Order Number | Customer | Order Amount | Risk Status | Payment Plan | Current Status | Actions |
|---|---|---|---|---|---|---|
| 255034218 |
Customer X
#1172
|
SAR 200,000 | Exceed CL & Overdue | Yes | Credit FP: Under Review | |
| 255034219 |
Mapa Construction
|
SAR 200,000 | Within CL & Overdue | No | GM: Pending Approval | |
| 255034212 |
Customer W
#01296
|
SAR 3,000 | Within CL & No Overdue | Yes | Fully Approved | |
| 255034213 |
Customer F
#07016
|
SAR 400,000 | Exceed CL & No Overdue | No | ASM: Rejected |
Standard Customers - Not Exceeding 90 Days
6 customers
| Order Number | Customer | Order Amount | Risk Status | Payment Plan | Current Status | Actions |
|---|---|---|---|---|---|---|
| 255034220 |
Al-Rashid Trading Co.
|
SAR 150,000 | Within CL & No Overdue | Yes | Fully Approved | |
| 255034221 |
Gulf Petroleum Services
|
SAR 300,000 | Exceed CL & Overdue | No | RM: Rejected |
Customers List & Payment Plan
0
Total Customers
SAR 0
Total Overdue Amount
0
Customers with Overdue
SAR 0
Total Collection Plan
| Class of Business | Region | ASM | Customer Number | Customer Name | Overdue Sep-24 | Overdue Oct-24 | Overdue Nov-24 | Overdue Dec-24 | Overdue Jan-25 | Overdue Feb-25 | Overdue Mar-25 | Overdue Apr-25 | Overdue May-25 | Overdue Jun-25 | Overdue Jul-25 | Overdue Aug-25 | Overdue Sep-25 | Overdue Oct-25 | Overdue Nov-25 | Due in July-25 | Due in Aug-25 | Due in Sep-25 | Due in Oct-25 | Due in Nov-25 | Due in Dec-25 | July Collection Plan | Aug Collection Plan | Sep Collection Plan | Oct Collection Plan | Nov Collection Plan | Actual Collection | Overdue End of Nov | Sep-24 vs Nov-25 | Status | Comment |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TOTAL: | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | ||||||||||||
Request to Increasing Credit Limit
RM Department
Dashboard
0
Total Requests Reviewed
0
Approved
0
Rejected
0 RS
Avg. Request Amount
Pending Requests
| Request ID | Customer | Type | Amount | Status | Actions |
|---|
All Requests
| Request ID | Customer | Amount | Status | Approver Chain |
|---|
GM Department
Dashboard
0
Total Requests Reviewed
0
Approved
0
Rejected
0 RS
Avg. Request Amount
Pending Requests
| Request ID | Customer | Type | Amount | Status | Actions |
|---|
All Requests
| Request ID | Customer | Amount | Status | Approver Chain |
|---|
Credit Department
Credit Department KPI Dashboard
Business Unit Summary
| Business Unit | Pending Approval | Approved Orders |
|---|---|---|
| Petromin Industrial | 26 | 101 |
| Commercial | 26 | 101 |
| Gulf Industrial | 26 | 101 |
| Government | 26 | 101 |
| Export | 26 | 101 |
| Intercompany | 26 | 101 |
| RSU | 26 | 101 |
Monthly Overdue Comparison (Sep 2024 - Current)
Summary: Same notes as the original chart, replicated for this view.
Recent Credit Activities
| Activity | Customer | Amount | Date | Status |
|---|---|---|---|---|
| Request Rejected | DEF Enterprises - $75,000 (REQ003) | $75,000 | 2024-01-13 | Rejected |
| Payment Received | ABC Corporation | $25,000 | 2024-01-12 | Completed |
| Credit Approved | XYZ Industries - $25,000 (REQ002) | $25,000 | 2024-01-11 | Approved |
Approval Status Dashboard Credit
10
Total Customers
4
Exceeding 90 Days
6
Not Exceeding 90 Days
0
Pending Approvals
Critical Customers - Exceeding 90 Days Overdue
4 customers
| Order Number | Customer | Order Amount | Risk Status | Payment Plan | Current Status | Actions |
|---|---|---|---|---|---|---|
| 255034218 |
Customer X
#1172
|
SAR200,000 | Exceed CL & Overdue | Yes | GM: Approved | |
| 255034219 |
Mapa Construction
|
SAR200,000 | Within CL & Overdue | No | GM: Approved | |
| 255034221 |
Gulf Petroleum Services
|
SAR300,000 | Exceed CL & Overdue | No | GM: Approved |
Standard Customers - Not Exceeding 90 Days
6 customers
| Order Number | Customer | Order Amount | Risk Status | Payment Plan | Current Status | Actions |
|---|---|---|---|---|---|---|
| 255034220 |
Al-Rashid Trading Co.
|
SAR150,000 | Within CL & No Overdue | Yes | GM: Approved | |
| 255034212 |
Customer W
#01296
|
SAR3,000 | Within CL & No Overdue | Yes | GM: Approved |
Increase CL Requests
| Request # | Customer No. | Customer Name | Sector | Current CL | Requested CL | Status | Actions |
|---|
Increase CL Requests
| Request # | Customer No. | Customer Name | Sector | Current CL | Requested CL | Status | Actions |
|---|
Customers List & Payment Plan
0
Total Customers
SAR 0
Total Overdue Amount
0
Customers with Overdue
SAR 0
Total Collection Plan
| Class of Business | Region | ASM | Customer Number | Customer Name | Overdue Sep-24 | Overdue Oct-24 | Overdue Nov-24 | Overdue Dec-24 | Overdue Jan-25 | Overdue Feb-25 | Overdue Mar-25 | Overdue Apr-25 | Overdue May-25 | Overdue Jun-25 | Overdue Jul-25 | Overdue Aug-25 | Overdue Sep-25 | Overdue Oct-25 | Overdue Nov-25 | Due in July-25 | Due in Aug-25 | Due in Sep-25 | Due in Oct-25 | Due in Nov-25 | Due in Dec-25 | July Collection Plan | Aug Collection Plan | Sep Collection Plan | Oct Collection Plan | Nov Collection Plan | Actual Collection | Overdue End of Nov | Sep-24 vs Nov-25 | Status | Comment |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TOTAL: | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | ||||||||||||
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Customer Information
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Payment Plan Requests
0
Pending Requests
0
Approved Requests
0
Rejected Requests
| Request ID | Customer | Requested By | Date | Status | Actions |
|---|
Customer Financial Summary
Customer Situation Analysis
| Customer Situation | Receivable | Overdue | Planned Amount | Plan Status |
|---|---|---|---|---|
| Receivable / Overdue | 685,024.23 | 210,967.5 | ||
| Collection | 0 | 0 | ||
| Sales / Due in Sep | 162,691.65 | 22,543.67 | ||
| Balance end of Sep | 847,715.88 | 233,511.18 | 0% | |
| Collection | -210,967.5 | -210,967.5 | 0 210,967.5 | Achieved |
| Sales / Due in Oct | 115,379.5 | 396,939.1 | ||
| Balance end of Oct | 752,127.88 | 419,483.48 | 80% | |
| Collection Plan | -368,967.2 | -368,967.2 | 0 368,967.2 | Achieved |
| Sales Plan / Due in Nov | 150,590.2 | 54,573.25 | ||
| Balance end of Nov | 533,750.88 | 105,089.53 | -55% | |
| Collection Plan | -198,616.5 | -198,616.5 | 0 198,616.5 | Achieved |
| Sales Plan / Due in Dec | 37,202.5 | 162,691.65 | ||
| Balance end of Dec | 372,336.88 | 69,164.68 | -70% | |
| Collection Plan | 0 | 0 | 0 0 | Achieved |
| Sales Plan / Due in Jan | 257,506.85 | 115,379.5 | ||
| Balance end of Jan | 629,843.73 | 184,544.18 | -21% | |
| Collection Plan | -126,265.4 | -126,265.4 | 0 126,265.4 | Achieved |
| Sales Plan / Due in Feb | 361,487.55 | 150,590.2 | ||
| Balance end of Feb | 865,065.88 | 208,868.98 | -11% | |
| Collection Plan | -215,765.3 | -215,765.3 | 215,765.3 0 | Achieved |
| Sales Plan / Due in Mar | 217,417.85 | 37,202.5 | ||
| Balance end of Mar | 866,718.43 | 30,306.18 | -87% | |
| Collection Plan | -158,066.35 | -158,066.35 | 24,268.68 133,797.67 | Achieved |
| Sales Plan / Due in Apr | 251,189.9 | 257,506.85 | ||
| Balance end of Apr | 959,841.98 | 129,746.68 | -44% | |
| Collection Plan | 0 | 0 | 200,000 -200,000 | Short |
| Sales Plan / Due in May | 124,883.1 | 361,487.55 | ||
| Balance end of May | 1,084,725.08 | 491,234.23 | 110% | |
| Collection Plan | -247,637.4 | -247,637.4 | 400,000 -152,362.6 | Short |
| Sales Plan / Due in Jun | 129,207.1 | 217,417.85 | ||
| Balance end of Jun | 966,294.78 | 461,014.68 | 97% | |
| Collection Plan | 0 | 0 | ||
| Sales Plan / Due in Jul | 0 | 251,189.9 | ||
| Balance end of Jul | 966,294.78 | 712,204.58 | 92% | |
| Collection Plan | 0 | 0 | ||
| Sales Plan / Due in Aug | 0 | 124,883.1 | ||
| Balance end of Aug | 966,294.78 | 837,087.68 | 17% | |
| Collection Plan | 0 | 0 | ||
| Sales Plan / Due in Sep | 0 | 129,207.1 | ||
| Balance end of Sep | 966,294.78 | 966,294.78 | -56% | |
| Collection Plan | 0 | 0 | ||
| Sales Plan / Due in Oct | 0 | 0 | ||
| Balance end of Oct | 335,100.28 | 103,294.78 | -56% | |
| Collection Plan | 0 | 0 | ||
| Sales Plan / Due in Nov | 0 | 0 | ||
| Balance end of Nov | 335,100.28 | 103,294.78 | -56% | |
| Collection Plan | 0 | 0 | ||
| Sales Plan / Due in Dec | 0 | 0 | ||
| Balance end of Dec | 335,100.28 | 103,294.78 | -56% |