Case Management Workbook
The operating system for a case-driven team. Maintain a central case registry, track SLA compliance, balance analyst workload, and report cycle times — keeping every case moving and nothing falling through the cracks.
- Excel workbook (.xlsx) — fully unlocked formulas
- Central case log
- SLA & cycle-time tracker
- Workload balancing view
- Commercial-use license
- Instant digital download
- Central case registry
- SLA compliance tracking
- Workload balancing
- Cycle-time reporting
- Backlog dashboard
- Commercial-use license
Product FAQ
A single .xlsx workbook with every sheet listed above, a PDF methodology guide, and an editable input template. All formulas are unlocked so your finance team can audit and extend the model.
Licensed for commercial use within your firm, fund, or program. Unlimited internal seats across your organization and affiliates. Resale, sublicensing, or redistribution of the source workbook is not permitted.
More workbooks
View all →Every FraudWorkbooks workbook in one all-access bundle — investigations, risk, audit, controls, case management, and dispute economics. 30% off vs buying separately.
Quantify dispute abuse across revenue, fees, ops, and churn. Built for finance teams who need defensible numbers.
Full waterfall from gross transaction to net retained margin. Reason-code level economics with processor drag modeled.