The Profile tab provides a snapshot of information about the organization displayed in the Collections header. It displays credit, collector, payment, and promise to pay information; the last customer interaction; and customer metrics, such as weighted average days paid and average days late. Metrics displayed in the Profile tab are configured by the Collections Administrator in the Transaction Setup of the Collections Checklist.

Metrics can be calculated periodically or in real-time mode. Metrics can be calculated to three data levels: customer, account, and bill-to.