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:
- Total Outstanding Amount Total of all outstanding amounts (for non-cleared invoices)
- Total Overdue Amount Total of all outstanding amounts (for non-cleared invoices) where Due Date is in the past
- Overdue Amount % Share of Overdue Amount on Total Outstanding Amount
- Avg Time to Collect Payments Average number of days it takes to get an invoice paid / cleared
- Avg Payment Terms Average number of days a customer has to pay an invoice
- Debtors Number of Customers
- Debtors (with outstanding invoices) Number of Customers having oustanding invoices
- Debtors (with overdue invoices) Number of Customers having overdue invoices
- Overdue Invoices (cleared) Number of cleared invoices with late payment
- Overdue Invoices (not cleared) Number of not cleared invoices with an overdue amount
- Invoices (cleared) Number of cleared invoices
- Outstanding Invoices (not cleared) Number of not cleared invoices
- Overdue Invoices % (cleared) Share of cleared invoices with late payments
- Overdue Invoices % (not cleared) Share of Overdue Invoices on total Open Invoices
- Total Invoice Amount (cleared) Total of invoice amounts (for cleared invoices)
- Total Invoice Amount Total of invoice amounts
- (+ any KPI you want to add to your Accounts Receivable dashboard)
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
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