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Account Receivable

The Accounts Receivable dashboard provides visibility into open invoices, overdue balances, and customer payment trends. It helps finance teams monitor receivables, improve cash flow, and manage collections.

Benefits of this dashboard​

  • Improve cash‑flow management: Helps track outstanding invoices to ensure timely collections.
  • Analyze customer payment behavior: Identifies customers with slow payment patterns for follow‑ups.
  • Gain receivables aging insight: Highlights overdue accounts to prioritize collection efforts.
  • Evaluate sales team performance: Monitors how sales representatives contribute to receivables.

Key metrics at a glance​

  • Open Invoices: Total number of outstanding invoices.
  • Overdue Balances: Total value of past-due receivables.
  • Average Days Overdue: Average number of days invoices are past due.

Visual components​

TitleView typeDescription
Open Invoices By SalespersonVertical BarShows the count of open invoices by salesperson.
Open Invoices By CompanyPieShows open invoice balance by company.
Open Invoices By MonthVertical BarShows open invoices by month.
Top 10 Open Invoices By CustomerHorizontal BarShows the customers with the highest unpaid balances.
Top 10 Customers by average Days OverdueHorizontal BarRanks customers by average days overdue.

Filters​

You can filter the dashboard with these panels:

  • Year
  • Month
  • Customer