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Account Receivable

The Accounts Receivable Dashboard provides insights into outstanding invoices, overdue balances, and customer payment trends. This dashboard helps businesses monitor receivables, improve cash flow, and manage collections efficiently.

Key Metrics at a Glance:​

  • Open Invoices: The total number of outstanding invoices.
  • Overdue Balances: The amount of past-due receivables.
  • Average Days Overdue: The average number of days customers take to pay overdue invoices.

Visual Components:​

  • Open Invoices by Salesperson: A bar chart displaying the distribution of open invoices among sales representatives.
  • Open Invoices by Company: A pie chart showing outstanding balances across different companies.
  • Open Invoices by Month: A bar chart tracking outstanding invoices over time.
  • Top 10 Open Invoices by Customer: A bar chart highlighting customers with the highest unpaid balances.
  • Top 10 Customers by Average Days Overdue: A horizontal bar chart ranking customers based on overdue payment trends.

Benefits of this Dashboard:​

  • Improved Cash Flow Management: Helps track outstanding invoices to ensure timely collections.
  • Customer Payment Behavior Analysis: Identifies customers with slow payment patterns for follow-ups.
  • Receivables Aging Insights: Highlights overdue accounts to prioritize collection efforts.
  • Sales Team Performance Evaluation: Monitors how sales representatives contribute to receivables.

Filtering​

You can filter the dashboards using these filtering panels:

  • Year
  • Month
  • Customer