Accounts Receivable Dashboard
Take control of your receivables with our Accounts Receivable Dashboard Power BI.
Designed for efficiency, it provides real-time insights into outstanding invoices, payment trends, and customer balances. With an intuitive interface and interactive visuals, you can track overdue payments, assess credit risk, and optimize cash inflow effortlessly.
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Front Page Receivable Dashboard
The Front Page of our Power BI Accounts Receivable Dashboard is the gateway to your data insights and navigation buttons allow users to quickly access different sections for seamless accounts receivable tracking.
The navigation buttons are typically placed at the top of the title page and are designed to be intuitive and user-friendly. These buttons can be used to jump to different pages within the accounts receivable dashboard Power BI.
Receivable Overview
The Receivable Overview Dashboard offers a comprehensive view of the company’s real-time receivables tracking in Power BI, providing key information about growth with accounts receivable trends.
This focuses on six KPI metrics; including Total and Open for customers, invoices and amount. These metrics offer valuable insights into receivables and cash inflow, customer payment behavior, and overall financial health, enabling proactive decision-making and efficient receivables management.
Receivable Status
The Accounts Receivable Status Dashboard offers a detailed comparison of the company’s financial growth and current standing.
It focuses on KPIs related to current and overdue invoices and balances. It presents a comparative view of Day Sales Outstanding (DSO) by month, top current, overdue and total balances by country and salesperson., along with a detailed customer balances table enabling a deeper understanding of the company’s receivables performance.
Aging Report
The Accounts Receivable Aging Dashboard provides a clear view of outstanding and overdue balances, and risk classification.
It focuses on key receivables, including customer invoices, aging of each invoice, and a detailed customer breakdown. The risk status segmentation highlights low, moderate, and high-risk accounts, enabling better credit control and collection strategies. It also highlights the balance for the highest aging invoices and aging saturation, This dashboard helps businesses monitor receivables aging trends and reduce overdue payments with data-driven insights.
Customer Statement
The Customer Statement Dashboard provides a clear snapshot of customer statements, invoices, and outstanding balances.
Key metrics include credit limits, total purchases, payments, open invoices, and average overdue days for each customer. A detailed receivables trend analysis and balance distribution by status help monitor customer purchasing patterns and payment behavior. The top customers by balance visual enables proactive measures to improve receivables management and cash inflows.
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FAQs on Receivable Dashboard
The cost of the accounts receivable dashboard template is tailored to your specific requirement and customization needs. Please contact our sales team for more information.
Yes, the accounts receivable dashboard power bi can be connected to a wide range of financial systems. It supports multiple connectors and APIs to ensure seamless data integration from various sources, enhancing your financial analysis and reporting capabilities.
Yes, the receivable dashboard's theme is fully customizable. You can personalize colors, fonts, and layouts to align with your brand identity, ensuring a perfect look.
Currently, there is not a mobile version of this dashboard. However, we can develop a customized mobile version upon request.
Yes! The accounts receivable kpi dashboard is fully customizable, allowing you to tailor KPIs and charts to match your business needs and priorities.
The implementation timeline varies based on specific requirements and the number of pages. Typically, it can range from 3 to 10 days.
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