An Accounts Receivable (AR) can mean the amount of money a customer owes a company for goods or services they received, or the process of converting their debt into cash. Therefore, managing AR is such a critical business process, and the quality of AR can determine whether or not a company thrives. A dashboard that presents receivables data graphically can offer valuable insights about an organization’s receivables status and provide a clear picture of its cash position.
The use of highly interactive dashboards with drill-down capabilities into different breakdowns such as geography, period, customer, and invoice details can provide transparency and insight across the entire process for AR. Having such a solution in place can help a company shorten the order-to-cash cycle and maximize its cashflow and working capital.
The report contains two pages: Overview and Customer Insights
The Power BI dashboard is available in the Power BI Data Stories Gallery, and it includes a description of each report page with critical metrics and KPIs for tracking and analyzing AR success. Link to the dashboard to visit and experience the interactive dashboard: HERE
Your thoughts and opinions on how to enhance and expand this report are much appreciated.
Fowmy Abdulmuttalib is a Microsoft-certified business intelligence professional with extensive experience in finance, accounting and data analytics. Currently, he is employed by McDonald’s Saudi Arabia as the Head of ERP and Business Intelligence. He is interested in everything data-related, he likes to share his passion and knowledge with the data community.