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Detailed presentation of the ACCOUNTS PAYABLE dashboard

Your ACCOUNTS PAYABLE dashboard will contain 16 KPIs

and 7 dashboard pages

Home

Accounts Payable Home

Accounts Payable Home
Accounts Payable HomeAccounts Payable Home
Get a Home Page for your Accounts Payable dashboard

Cockpit

Accounts Payable Cockpit

Accounts Payable Cockpit
Accounts Payable CockpitAccounts Payable Cockpit
Get a compete overview of your Accounts Payable process

Accounts Payable Top 6 KPIs Breakdown

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

Cash Flow Analytics

Accounts Payable - Invoices

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

Trends Analytics

Accounts Payable Trends Analysis

Accounts Payable Trends Analysis
Accounts Payable Trends AnalysisAccounts Payable Trends Analysis
Visualize the evolution of any of your Accounts Payable KPIs: Trends, Performance & Year over Year

Distribution Analytics

Accounts Payable Segmentation Analysis

Accounts Payable Segmentation Analysis
Accounts Payable Segmentation AnalysisAccounts Payable Segmentation Analysis
Visualize the value of any of your Accounts Payable KPIs, split by the dimension you selected (market share analysis)

Accounts Payable Pareto Analysis

Accounts Payable Pareto Analysis
Accounts Payable Pareto AnalysisAccounts Payable Pareto Analysis
Perform a Pareto Analysis on any of your Accounts Payable KPIs: the 80/20 rule.

Creating your ACCOUNTS PAYABLE dashboard Step-by-Step

You want to get a clear understanding on your Accounts Payable results? You want to build a Tableau dashboard to better understand your Accounts Payable data?

Using LinPack-for-Tableau.com, you can generate an eye-catching, fit-for-purpose Tableau Dashboard on your Accounts Payable data in less than 5 minutes!

1st STEP: Create the initial Tableau workbook file

Create a Tableau workbook in which you map your Accounts Payable data (whether it comes from: ERP, database, Excel, CSV file...)

You must retrieve at least the following attributes (it is ok if the names don't match, and it is better to add additional attributes to analyze):

  • string
    Invoice # Invoice Number
  • date
    Invoice Date Date of the invoice
  • string
    Company Company which must pay the invoice
  • string
    Provider Provider to who you must pay the invoice
  • date
    Due Date Date by when the payment is due (Date used for time-series analysis)
  • string
    Cleared Flag Clearing status (expected values: 'Y', 'N'): 'Y' means that no additional payment is expected
  • date
    Clearing Date Date of the invoice clearing
  • numeric
    Invoice Amount Total amount of the invoice
  • numeric
    Outstanding Amount Amount which is still to be paid on the invoice

2nd STEP: Upload your Tableau workbook file

On LinPack-for-Tableau.com, select 'create dashboard from template: Accounts Payable' and upload your Tableau workbook (note: your data is NOT uploaded).

3rd STEP: Map your attributes

Map the attributes of your workbook on the attributes of the template.

Finally, click 'Confirm & Download'... and your Accounts Payable dashboard is already downloading :-)

Open the Tableau workbook file you received, it will automatically reconnect to your data sources.

Your Accounts Payable dashboard is now ready to be used or customized!


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