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Detailed presentation of the ACCOUNTS RECEIVABLE dashboard

Your ACCOUNTS RECEIVABLE dashboard will contain 16 KPIs

and 5 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

Behavioral Analytics

Accounts Receivable - Adhoc Analysis

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

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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