AR Aging Tracker & Credit Control Dashboard — Excel Template (Base)

The tool includes 4 fully linked sheets: a live KPI Dashboard, a complete AR Ledger with auto-calculated aging buckets, an Aging Summary report, and a step-by-step Setup Guide. Enter your invoice data once and the tracker automatically calculates Days Overdue, Aging Bucket, Risk Level, Days Sales Outstanding (DSO), Collection Effectiveness Index (CEI), and the recommended collection action for every account — instantly updated every time you open the file.
This is not a generic template downloaded from the internet. It is the exact accounts receivable aging framework used in active, professional credit control operations at a multinational company — rebuilt and packaged so any business can use it immediately.

Built for SME finance managers, accounts receivable teams, CFOs, financial controllers, and business owners managing B2B invoice collections. Ideal for anyone who needs a structured AR aging report, a collections prioritisation framework, and key receivables metrics without investing in complex or expensive software.

Key features include automatic aging buckets (Current, 1–30, 31–60, 61–90, 90+ days), colour-coded risk levels from Low to Critical, automatic DSO and CEI calculation, prioritised collection action guidance for every invoice, and 10 realistic sample invoices included so the tool is fully working from the moment you open it. Compatible with Microsoft Excel 2016 and above.