Presentation
This dashboard page shows your top 6 Accounts Receivable KPIs, split by the dimension of your choice.
The following KPIs as displayed:
- 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
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
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