Publication number: ELQ-48934-1
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Accounts Receivable Dashboard
Interactive Power BI dashboard that illustrates Accounts Receivables Summary.
This template consists of an interactive dashboard that illustrates Accounts Receivables Summary with historical snapshot functionality. This means that the report users can view the Aging status of customer/invoice at any selected period, be it past date. In addition, this report allows you to view action items for follow-ups, view Aging KPIs and, Aging Buckets with the very minimal data model.
All you need is to review the Excel file, and replace/update the values in the same format, and Voila! Let the Power BI engine handle the magic!
▸ VIEW CURRENT & HISTORIC SNAPSHOT OF AR INVOICES AT ANY POINT IN TIME.
▸ QUICK TOOL-TIP TO VIEW PAYMENTS THAT WERE APPLIED ON EACH DOCUMENT.
▸ VIEW ACTION ITEMS (PARTIALLY OR FULLY OUTSTANDING INVOICES) FOR FOLLOW-UP.
▸ ALLOWS USERS TO EASILY FILTER BY CUSTOMER/METADATA
▸ OTHER ATTRIBUTES CAN BE ADDED. FOR E.G. CUSTOMERS AND STRATEGIC BU METADATA.
▸ INTERACTIVE DASHBOARD THAT CALCULATES KPIs.
▸ AR TURNOVER RATIO
▸ AVG. COLLECTION DAYS
▸ TOTAL RECEIVABLES, PAYMENTS RECEIVED, AND OVERDUE BALANCES.
HOW TO USE:
▸ Plug and play power bi dashboard with excel workbook
▸ Tab 'AR' Shows Credit Sales Invoices by Customer Id
▸ Tab 'PMT' Shows Payments Received Against Credit Invoices
▸ Tab 'Customer' shows Customer’s dimension i.e., customer's metadata.
This Best Practice includes
1. Power BI Dashboard file, 2.Excel File
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