The Aging tab in ShareBuilder CRM is a financial reporting tool that categorizes unpaid accounts receivable based on how long payments have been outstanding.
It displays aging buckets like:
0-30 Days
31-60 Days
61-90 Days
91-120 Days
121+ Days
This allows you to monitor overdue payments from advertisers, agencies, and accounts providing a clear picture of which clients owe money and how long it's been owed.
Aging helps sales and finance teams:
Track what’s been invoiced but not paid
Spot cash flow risks before they impact forecasting
Follow up effectively on overdue balances
Keep communication clear between sellers, clients, and finance teams
It also ensures Sellers are involved in the full revenue cycle, not just closing deals, but helping to secure the dollars committed.
How do I best utilize my Aging tab?
Who Uses It
Sellers – to follow up with clients on late payments
Local Sales Managers – to support team accountability and help resolve issues
Corporate/Finance Teams – to manage outstanding revenue by market
Assistants – to run and reconcile reports for leadership
What You Can Do
View aging balances by account, agency, or rep
Identify which invoices are overdue and for how long
Prioritize follow-ups on long-outstanding balances
Export reports for use in finance, sales reviews, or pipeline coaching
Where It Connects
The Aging view pulls from and connects to:
Pending Dollars – helping validate whether expected revenue has been received
Accounts & Agencies – showing which clients are behind
Sales Analysis & Reporting – providing context for booked vs. paid dollars
