Blog | CFO Dynamics

Beyond Debtor Days: Rethinking Your Approach to Debt Management KPIs

Written by Team CFO Dynamics | Apr 9, 2024

Rethinking Debtor Days for Debtor Management

Debtor days is one of those financial metrics that has long been considered a sacred cow. But if you're relying on this traditional KPI alone, you're not going to have the most accurate understanding of how your debtors are performing.

Of course, there is utility in knowing how long it takes for your customers to pay you. But there's a better way to evaluate your finance team than debtor days alone. There's a different metric we recommend to evaluate debtor management instead, and we're going to share it with you here.

In this article:

What is Debtor Days?
How to Calculate Debtor Days
Limitations of Debtor Days
The Better Approach to Debtor Management
Introducing the Overdue Debtors Ratio
How to Calculate Your Overdue Debtors Ratio
→ The Best Way to Benchmark Overdue Debtors
4 Simple Steps to Better Debtor Management
How to Implement the Overdue Debtor Ratio
From the Founder: Why Days Debtors is Dead
Key Takeaways of Debtor Days

Plus, get answers to these questions:

Is it better to have a shorter or longer debtor days number?
→ Why is the days debtors calculation a dead number?
→ Which debt management KPI is best to use?

Understanding Debtor Days

What is debtor days?

Debtor days (or days debtors), a staple metric in debtor management, calculates the average time it takes for customers to pay their invoices. It's a pretty straightforward concept: the longer it takes for customers to pay, the higher your debtor days.

How to Calculate Debtor Days

To work out your debtor days, simply calculate the average number of days between the date an invoice is raised to the date the invoice is paid. 

(Your ERP software can do this for you; for example, in Xero run an Executive Summary or in MYOB check the Debtor Analysis tab.)

Limitations of Debtor Days

The problem with days debtors lies in its inability to account for diverse payment terms across different businesses. 

For example, a business with 7-day payment terms will naturally have a lower days debtors figure than one with 45-day end-of-month terms. This discrepancy can lead to unfair comparisons and misrepresentations of debtor management performance.

In other words, using debtor days as your sole debtor metric is going to be unfair on the people who have got longer terms to deal with.

The Better Approach to Debtor Management

Introducing the Overdue Debtors Ratio

To overcome the limitations of debtor days, the secret is taking a values-based approach to debtor metrics instead of a time-based approach.

This is done by using what we call your overdue debtors ratio (or percentage), which is the proportion of your total debtor value that is past its due date.

Rather than focusing on how long it takes for invoices to be paid, this metric measures the proportion of overdue debtor value relative to your total debtor value. By shifting the focus from a time-based metric to a value-based one, it allows you to better assess how your debtors are performing.

How to Calculate Your Overdue Debtors Ratio

To work out your overdue debtors ratio, simply divide the total value of your debtors by the value of your overdue debtors.

For example, if your business has $1M worth of debtors today and $200,000 of that is overdue, then you have an overdue debtors ratio of 20%. 

With this figure, having customers with varying payment terms doesn't affect this benchmark it doesnt matter if your terms are seven days, 45 days, or anything else in between.

As you can see, measuring debtors based on the value of overdue invoices:

  • is a more equitable benchmark for comparison
  • paints a more accurate picture of efficiency and performance
  • provides deeper insights into how your debtors are performing, and
  • can drive more informed decision-making.

The Overdue Debtors Benchmark to Aim For

So, what percentage should you aim for when it comes to your overdue debtors ratio?

Ideally, 0%.

Yes, in an ideal world your business would have no overdue debtors. In reality, though, that figure may look different based on your business goals (and your team's levels of competency and capacity).

If an overdue debtors ratio of 0% seems unrealistic or unobtainable, as a starting point consider taking your current overdue debtors ratio and halving it. Progress is progress!

4 Simple Steps to Better Debtor Management

How to Implement the Overdue Debtor Ratio

If you're ready to embrace a more nuanced approach than debtor days, here's how to integrate the overdue debtor percentage into your debt management strategy.

  1. Start by evaluating your current debtor management practices.
  2. Use your total debtors value to calculate the percentage that is currently overdue.
  3. Establish your target percentage for overdue debtors based on your business goals.
  4. Monitor your overdue debtor percentage regularly, and adjust debtor management strategies as needed.

Why Debtor Days is Dead: The Limitations of the Debtor Days Metric

“I want to share some controversial news with you: Days debtors is dead.

What is days debtors? Days debtors is the calculation that looks at how long it takes your average customer to pay you – the date from when you raise an invoice to when the client pays the invoice. That will often be correlated to the terms that your business has.

Is it better to have a shorter or longer debtor days number?

If youve got an average trading terms of seven days before you get paid versus 45 days end-of-month, youre going to have two very different days debtors calculations for those two businesses. The first ones going to generally have a very short days debtors, and the second ones going to have a very long days debtors. For the person working in the debtor management for each of those businesses, is one going to be better than the other?

Why is the days debtors calculation is a dead number?

If you give me seven days terms to work with, theres a high probability Im going to have a better days debtor number than the business that has 45 days end-of-month terms. And 45 days end of month being if you invoice somebody in todays month, theyve got to pay until 45 days after the end of the month you are currently in. Thats quite a long period of time between the date of the invoice and the due date for that invoice.

On this basis, thats why I think the days debtors calculation for debtor management is a dead number.

That first business is always going to have the lower number, the second business is always going to have the higher number. But the people working in those businesses, the first business with 7-day terms might have a very lazy person working in there, and the second business with 45-day terms might have an exceptionally hardworking and efficient, diligent person working in that role.

Now Im going to share with you a KPI that can put both of them on equal footing.

Which debt management KPI should you use instead?

The better metric to use instead is, what is the percentage of my debtor value that is overdue?

This no longer correlates to how many days debtors I have. Now, it is simply how overdue is my total value of debtors. And Im going to measure and benchmark my team on that value.

If I have a million dollars worth of debtors today, and $200,000 worth of that is overdue, then Ive got a 20% ratio of overdue debtors. That doesnt matter if its seven day terms or 45 day end-of-month terms, or anything in between.

But for debtor management in your business, you should be asking the people who are running the department what is the percentage of my debtors that are overdue? And that is going to give you your best benchmark.

If you compare on a days debtors basis, thats going to be unfair on the people who have got longer terms to deal with. That doesnt mean you shouldnt follow the statistic as a way of understanding your working capital cycle. But for performance, managing the people who work within your debtor process, look at percentage of debtors overdue relative to your total debtor value.

Key Takeaways of Debtor Days

In summary, using debtor days alone as a measure of debtor performance is flawed. It measures the average time it takes for customers to pay invoices, but fails to provide an accurate assessment due to varying payment terms.

Instead, focusing on the percentage of overdue debtors offers a more equitable benchmark for evaluating debt management efficiency.

 

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