dashboard page template for tableau on Finance Cash Flow Accounts Receivable Accounts Receivable Adhoc Analysis data visualization dataviz

 

Presentation

This dashboard page allows ah-doc analysis on your Accounts Receivable data set.

This page shows the performance of the KPI you selected, split by the dimension you selected.

It is composed of three main sections:

  • Trends Analysis
  • Distribution Analysis
  • Pareto Analysis

 

Trends Analysis

Visualize the evolution of you KPI across time.

 

Distribution Analysis

Visualize your KPI split by the dimension you selected.

 

Pareto Analysis

80/20 pareto analysis.

 

 

Select KPI

'Select KPI' selector allows you to easily switch from one KPI to another, so you can analyze your data from any point of view.

The list of available KPIs is defined during the configuration of your dashboard in LinPack.

In your Accounts Receivable dashboard, you will be able to select the following KPIs:

 

Select Dimension

'Select Dimension' selector allows you to easily switch from one dimension (analytical axis) to another, so you can analyze your data from any point of view.

The list of available dimensions is defined during the configuration of your dashboard in LinPack.

In your Accounts Receivable dashboard, you will be able to select the following dimensions:

  • Invoice #Invoice Number
  • Invoice DateDate of the invoice
  • CompanyCompany which emitted the invoice
  • CustomerCustomer who must pay the invoice
  • Due DateDate by when the payment is due
  • Cleared FlagClearing status (expected values: 'Y', 'N'): 'Y' means that no additional payment is expected
  • Clearing DateDate of the invoice clearing

 

Filter on Date

This data visualization comes with a filter on the Date value. This feature enables you to focus on the period you are interested in.

You can filter dates at multiple levels: Day, Week, Month, Quarter or Year.

 

Filter your data

This data visualization comes with four top filters:

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

  • CompanyCompany which emitted the invoice
  • 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

Accounts Receivable Top 6 KPIs Breakdown

Accounts Receivable Top 6 KPIs Breakdown
Accounts Receivable Top 6 KPIs Breakdown Accounts Receivable Top 6 KPIs Breakdown
Get a transversal view on your top 6 Accounts Receivable KPIs, split by the dimension of your choice

Cash Flow Analytics

Accounts Receivable - Invoices

Accounts Receivable - Invoices
Accounts Receivable - Invoices Accounts Receivable - Invoices
Get an overview on all invoices which are not cleared yet

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

Other Packs