Accounts Receivable
The Accounts Receivable dashboard tracks open invoices, overdue balances, and customer payment patterns. It shows what's owed, by whom, and how long invoices have been outstanding. Use this dashboard to monitor receivables, follow up on overdue accounts, and review how open invoices are distributed across customers, salespeople, and time periods.
The dashboard is organized around two angles: distribution and concentration. The top row shows how open invoices are spread across salespeople, companies, and months, while the bottom row highlights the customers with the highest unpaid balances and the longest average days overdue.
How to use this dashboard
- Monitor open invoices across customers and salespeople to stay on top of outstanding receivables.
- Identify overdue accounts using average days overdue to prioritize collection follow ups.
- Review open invoices by month to spot months where receivables are building up.
- Compare open invoices by company to understand how balances are distributed across entities.
Visual components
| View | Type | What it shows |
|---|---|---|
| Open Invoices By Salesperson | Vertical Bar | Shows open invoice count by salesperson, comparing receivables workload across the team. |
| Open Invoices By Company | Pie | Shows open invoice balance split by company as a proportion. |
| Open Invoices By Month | Vertical Bar | Shows open invoices by month to reveal when outstanding balances originated or accumulated. |
| Top 10 Open Invoices By Customer | Horizontal Bar | Ranks the 10 customers with the highest unpaid balances. |
| Top 10 Customers by Average Days Overdue | Horizontal Bar | Ranks the 10 customers with the longest average days overdue, showing who is consistently paying late. |
Filters
Use the filtering panel at the top of the dashboard to control which data is shown. The filters apply to all views and ensure the dashboard reflects the selections you choose.
- Year
- Month
- Customer