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Accounts Receivable Dashboard

The Accounts Receivable Dashboard provides a comprehensive overview of outstanding customer invoices, incoming payments, and overdue balances. It helps businesses manage cash flow effectively and track customer payments.

Key Metrics:​

  • Incoming Customer Receipts: Visual representation of collected payments over time.
  • Total Invoices (Home Currency): Displays the total invoice amount in the home currency.
  • Top 5 Customers by Amount Due: A pie chart highlighting the highest outstanding balances.
  • Invoice Ext. Amount: Breakdown of total invoiced amounts, costs, and quantities.
  • Customer Groups Table: A detailed table listing customers, their invoices, and amounts due.
  • Top 10 Customer Group by Invoice: A bar chart ranking customers based on their total invoice amounts.

Visual Components:​

  • Line & Area Chart for Customer Receipts: Shows payment trends across months.
  • Pie Chart for Top Customers Owing Payments: Helps identify high-risk overdue accounts.
  • Bar Chart for Invoice Distribution: Provides insights into total sales and outstanding invoices.
  • Table for Detailed Customer Invoices: Displays due dates and outstanding balances.

Benefits:​

  • Improved Cash Flow Management: Helps businesses track receivables and reduce overdue balances.
  • Better Credit Control: Identifies customers with delayed payments for follow-up actions.
  • Historical Trend Analysis: Provides a view of payment behavior over different periods.
  • Customer Segmentation: Helps prioritize collections based on outstanding amounts.

Filtering​

You can filter the dashboards using these filtering panels:

  • Fiscal Year
  • Customer