dashboard page template for tableau on Corporate Finance AR / AP Accounts Receivable Accounts Receivable Top 6 KPIs Breakdown data visualization dataviz

 

Presentation

This dashboard page shows your top 6 Accounts Receivable KPIs, split by the dimension of your choice.

The following KPIs as displayed:

 

 

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

 

How to read an Indicator Card

This DataViz shows the performance of a given indicator.

It combines two components.

  • In the foreground, you can see the indicator name and its value 
  • In the background, an area chart shows the monthly evolution of the indicator across the analyzed period

Other DataViz in "Accounts Receivable" Pack

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Cockpit

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Get a complete overview of your Accounts Receivable process

Accounts Receivable Top 6 KPIs Breakdown

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

Cash Flow Analytics

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Get an overview on all invoices which are not cleared yet

Behavioral Analytics

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Perform simple ad-hoc analysis on your Accounts Receivable data set: analyze any of your KPIs across any dimension

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