Review sequence
Run the review in the same order each week.
- Sync health
- Cash position
- Receivables
- Unusual transactions
- Customer risk
- Scenarios
- Owners and next actions
Keep decisions attached
Decisions should stay on the customer, invoice, transaction, or scenario they affect. This keeps the next review from starting over.
Close the loop
Share the summary after owners are assigned. The summary should point back to the record, not replace it.