Accounts Receivable Excel Dashboard

Description
This A/R dashboard gathers and organizes crucial information into a visual format that allows you to quickly understand your accounts receivable process. The no-code interface makes it easy to build dashboards at scale. Benefits of tracking accounts receivable metrics with dashboard are the following:
- Make informed, data-driven decision like extending payment timelines, incentivizing customers with early payment discounts,
- Visualize data in various formats depending on your needs – Line or bar graphs, Pie charts, Tables
This excel file is designed to have a all relevant metrics and KPI related to collection from customers in one single place and be able to evaluate the performance of Accounts receivable team in a direct a simple way.

By simply filling the details of the invoices collected or still outstanding (including

Customer name, Invoice Numbers, Invoice Date, Credit Terms, Credit Sale/Cash Sale Due Date, Total Amount Amount paid, collector names, etc... the file automatically updates A/R KPIs, and a series of graphics payments behaviour by customer type, collection performance by month, overdue aging, performance by collector or by sector.
Different graphics give a very direct and intuitive view of the A/R situation and performance.

Invoice details can be pulled by the ERP system and pasted into the input tab so that all pivots are automatically updated. All graphics are automatically updated immediately