Collections & NPS

Customer Collections Reports

Portfolio health analysis, payment trends, and corrective action plans for each EPC partner.

Report Contents

Executive Summary

High-level portfolio overview, collection rates, and NPS performance with peer benchmarking against anonymized EPC comparisons.

Portfolio & Root Cause Analysis

Deep dive into payment delinquency drivers, system-level issues, and geographic patterns affecting collection performance.

Sales Rep Performance

Individual rep collection rates and NPS scores to identify training opportunities and top performers.

NPS Breakdown

Net Promoter Score analysis by install cohort, region, and product type with trend analysis over time.

Corrective Action Plan

Prioritized recommendations with owner assignments, timelines, and measurable targets for improvement.

Financial Impact Model

Projected holdback recovery, revenue impact, and channel tier implications based on corrective action execution.


EPC Collections Reports

Reports are delivered as PDF + Excel workbook. Contact your Regional Manager for access.

30
EPC Reports Generated

Comprehensive Collections & NPS Corrective Action Plans covering portfolio health, rep performance, and peer benchmarking.

11
Report Sections

Exec Summary, Portfolio Analysis, Collections, Sales Rep, NPS, Critical Flags, Solar 3.0, Corrective Action, Priority Matrix, Financial Impact, Contact.

2
Deliverables Per EPC

PDF report with full narrative analysis + Excel workbook with 7 data sheets for your team to work from.

Request Your Collections
& NPS Report

Reach out to your LightReach Regional Manager to request your EPC-specific Collections & NPS Corrective Action Plan.