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Detailed presentation of the ACCOUNTS RECEIVABLE dashboard

Your ACCOUNTS RECEIVABLE dashboard will contain 16 KPIs

and 7 dashboard pages

Home

Accounts Receivable Home

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

Cockpit

Accounts Receivable Cockpit

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

Accounts Receivable Top 6 KPIs Breakdown

Accounts Receivable Top 6 KPIs Breakdown
Accounts Receivable Top 6 KPIs BreakdownAccounts 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 - InvoicesAccounts Receivable - Invoices
Get an overview on all invoices which are not cleared yet

Trends Analytics

Accounts Receivable Trends Analysis

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

Distribution Analytics

Accounts Receivable Segmentation Analysis

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

Accounts Receivable Pareto Analysis

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

Creating your ACCOUNTS RECEIVABLE dashboard Step-by-Step

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

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

1st STEP: Create the initial Tableau workbook file

Create a Tableau workbook in which you map your Accounts Receivable 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 emitted the invoice
  • string
    Customer Customer who 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 Receivable' 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 Receivable dashboard is already downloading :-)

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

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


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