Description
Score new customers applying for credit terms – years trading, financials, references, payment history and security – and get a recommended credit limit and terms.
- Automatic summary: Applications, Approved, Total limits recommended, Declined
- Calculated for you: Score %, Grade, Recommended limit, Terms, Decision
- Drop-down menus for quick, consistent entry
- Colour-coded status and progress highlights
- Example rows and a step-by-step "How to Use" sheet
Instant download (.xlsx). Works in Excel 2010+, Excel online, Google Sheets, Numbers and LibreOffice. Works with any currency.
Payment & Security
Your payment information is processed securely. We do not store credit card details nor have access to your credit card information.