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Collection effectiveness

The collection effectiveness index scores how much of what you could have collected you actually collected, as a percentage. Unlike DSO it is not distorted by a change in sales. Above 80% is generally considered healthy.

How much of the money available to collect actually came in.

DSO has one weakness: a quiet month makes it look worse and a busy month makes it look better, whatever your collections team did. CEI removes sales from the question and scores only the collecting.

That makes it the fairer number to judge a period by, and the harder one to argue with.

The formula, and why it is fairer than DSO

CEI is opening receivables plus credit sales minus closing receivables, divided by opening receivables plus credit sales minus the part of the closing balance that is not yet due, times 100.

The second half is what makes it fair. Money that is still inside its terms was never available to collect, so it is taken out of the denominator. DSO does not do that, which is why a month with unusually high sales flatters DSO even when nothing about your collecting changed.

What a good score is

Above 80% is widely treated as healthy and above 90% as strong. Unlike DSO, the benchmark holds reasonably well across industries, because the ratio is already normalised for how much there was to collect.

A score that falls while DSO stays flat is worth investigating. It usually means sales grew and hid a collections problem.

Use it alongside the aging, not instead of it

CEI scores a period. Aging shows where the risk sits right now. A business can post a decent CEI while carrying one very old debt that will never be paid, because one invoice makes little difference to a ratio and all the difference to a small business. Read both.

Related calculators

Questions people ask

What is the collection effectiveness index?

CEI scores how much of the money that was available to collect you actually collected in a period, as a percentage. It excludes receivables still inside their terms, since those were never collectable.

What is the CEI formula?

Opening receivables plus credit sales minus closing receivables, divided by opening receivables plus credit sales minus current receivables, multiplied by 100.

What is a good CEI score?

Above 80% is generally healthy and above 90% strong. The benchmark travels between industries better than DSO does, because the ratio already accounts for how much there was to collect.

How is CEI different from DSO?

DSO is distorted by changes in sales: a busy month shortens it whatever your collecting did. CEI takes sales volume out of the question and scores only the collecting.

What counts as current receivables?

The part of your closing balance that has not yet reached its due date. It was not available to collect during the period, so it is excluded from the denominator.

Can CEI be over 100%?

Yes, briefly, if you collected money that was not yet due, for example a customer paying early. It is not a sign of an error.

Send it yourself, or send it and watch it

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Terms used on this page

Plain-English definitions, each with an example.