dashboard page template for tableau on Corporate Finance AR / AP Accounts Receivable Accounts Receivable Cockpit data visualization dataviz

 

Presentation

This dashboard page shows an overview of your account receivables process, both in terms of current open invoices and past efficiency in collecting payments.

It is composed of four main sections:

  • Account Receivables
  • Top Debtors
  • Outstanding Invoices
  • Collection Process Efficiency

 

Account Receivables

At the left, you can visualize Total Outstanding Amount split by aging bucket.

 

Top Debtors

This section shows your top Debtors. For each Debtor, you can visualize:

 

Outstanding Invoices

This DataViz shows all the outstanding invoices by aging since their due date.

 

Collection Process Efficiency

This section shows your ability to collect invoice payments on-time.

First, you can see:

Below, you can visualize the  monthly evolution of:

 

Filter your data

This data visualization comes with four top filters:

In your Accounts Receivable dashboard, you will be able to filter on:

  • CustomerCustomer who must pay the invoice
  • Cleared FlagClearing status (expected values: 'Y', 'N'): 'Y' means that no additional payment is expected

Other DataViz in "Accounts Receivable" Pack

Home

Accounts Receivable Home

Accounts Receivable Home
Accounts Receivable Home Accounts Receivable Home
Get a Home Page for your Accounts Receivable dashboard

Cockpit

Accounts Receivable Cockpit

Accounts Receivable Cockpit
Accounts Receivable Cockpit Accounts Receivable Cockpit
Get a complete overview of your Accounts Receivable process: What is the Total Outstanding Amount that we need to collect from our Debtors? Who are our top Debtors? What are the outstanding invoices? Are we efficient collecting payments?

Cash Flow Analytics

Accounts Receivable - Debtor Detail

Accounts Receivable - Debtor Detail
Accounts Receivable - Debtor Detail Accounts Receivable - Debtor Detail
Get a detailed view of outstanding invoices (overdue and on time) and payment terms reliability for a selected debtor.

Accounts Receivable - Invoices

Accounts Receivable - Invoices
Accounts Receivable - Invoices Accounts Receivable - Invoices
Get an overview on all invoices which are not cleared yet: When does each outstanding invoice is due?

Behavioral Analytics

Accounts Receivable Adhoc Analysis

Accounts Receivable Adhoc Analysis
Accounts Receivable Adhoc Analysis Accounts Receivable Adhoc Analysis
Perform simple ad-hoc analysis on your Accounts Receivable data set: analyze any of your KPIs across any dimension (trends, distribution and pareto analysis)

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