topic Re: Accounts Receivable Dashboard in Data Stories Gallery

Accounts Receivable Dashboard

Fowmy — Tue, 01 Sep 2026 08:56:07 GMT

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

OVERVIEW

The Overview page contains high-level information and shows 360-degree view of the company's current receivables position. Data for this fictitious company are available from 1 January 2017 through 31 May 2020. By selecting a desired date slicer at the top of the report, you will be able to dynamically recalculate the receivable balances as of any previous date.

The top info bar displays KPIs, including the customer balance as of selected date, broken down by non-due and overdue balances. DSO (Days Sales Outstanding) is shown along with the Overdue % for the past 12 months. DSO is the average number of days it takes to receive cash from customers. This metric measures the very heart of the AR process.

Age Analysis of Due Balances shows balances broken down by age groups. The aging calculation is dynamic, which means that if you change the end date of the date range on top, the balances are recalculated. I have used Calculation Group to achieve this setup. You can right-click on any age group and go to the relevant detail page to see the customers and invoices that belong to the selected aging group.

The donut chart shows the overdue balances with percentages by regions

The clustered column chart on the upper right shows the actual vs estimated & forecasted cashflow. This chart is useful to know future cash inflow based on customers’ average past settlement days. The chart shows the expected inflow in the next three months.

The chart on the bottom left explains AR efficiency by comparing monthly sales with the running due balances, broken down by within-due and overdue balances.

The matrix visual shows the top 10 customers based on overdue balances with number of invoices within overdue periods and flagging customers who exceed their credit limits. You can drill down to the detail page for more details from here.

CUSTOMER INSIGHTS

The 2^nd page shows customer specific receivable information with the hierarchy by country, city, and customers.
Each line in the matrix visual represents receivable balances along with due balances and the breakup of the age groupings. You are also able to drill through to invoice details from this visual

⏬ The Power BI (PBIX), along with the complete dataset, is available for purchase through the following link:
https://excelfort.com/power-bi-reports/accounts-receivable-dashboard/

Your thoughts and opinions on how to enhance and expand this report are much appreciated.

Thanks and kind regards
Fowmy Abdulmuttalib

Fowmy is a Microsoft-certified business intelligence professional with extensive experience in finance, accounting, and data analytics. He founded ExcelFort Consulting Services, which specializes in training, consulting, and building business intelligence solutions using the Microsoft Power BI. Interested in everything data-related, he would like to share his passion and knowledge with the data community.

Website https://excelfort.com/
YouTube channel https://www.youtube.com/c/ExcelFort
LinkedIn: https://www.linkedin.com/in/fowmy/
Twitter: https://twitter.com/excelfort

Email: fowmy@excelfort.com

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Re: Accounts Receivable Dashboard

GhaziSalahuddin — Sun, 22 May 2022 17:59:38 GMT

The dashboard is really nice. Can I have the dataset please?

Re: Accounts Receivable Dashboard

thebestcassie — Mon, 04 Jul 2022 17:09:02 GMT

Hello!
Great design

Re: Accounts Receivable Dashboard

Anonymous — Sun, 03 Dec 2023 02:40:30 GMT

Hello cool dashboard but am new to PowerBi.

kindly share the PBix file

Thank you.

Re: Accounts Receivable Dashboard

Anonymous — Sun, 03 Dec 2023 02:39:32 GMT

Fantastic could you plz share this pbix file with me? thank you!

Re: Accounts Receivable Dashboard

Carol_W — Sun, 03 Dec 2023 02:38:45 GMT

Hi there, great dashboard, this is exactly what I need to do. Could you please share the pbi file as I would like to learn the DAX behind?

Much appreciated!!

Re: Accounts Receivable Dashboard

maxkaoppp — Sun, 03 Dec 2023 02:37:52 GMT

Hi there, great dashboard, this is exactly what I need to do. Could you please share the pbi file as I would like to learn the DAX behind?

Much appreciated!!

Re: Accounts Receivable Dashboard

tom480 — Wed, 26 Oct 2022 22:33:36 GMT

Nice! Wow! I love it!

Re: Accounts Receivable Dashboard

bebygones — Fri, 28 Oct 2022 01:54:34 GMT

Thanks for sharing, is it possible to have a copy of this dashboard please?

Re: Accounts Receivable Dashboard

psrams10 — Sun, 03 Dec 2023 02:36:52 GMT

Nice work. I love it. Is it possible to share this pbix file with me? thank you!

Re: Accounts Receivable Dashboard

jlac13 — Mon, 31 Oct 2022 14:31:17 GMT

Hi, great work! Would it be possible to get the file as well so I can study it? Thanks!

Re: Accounts Receivable Dashboard

dlacatus — Sun, 03 Dec 2023 02:35:48 GMT

Hello,

Really nice dashboard!

Could you share with me too the pbix file?

Thank you in advance!

Re: Accounts Receivable Dashboard

NHUQUYNH07 — Sun, 03 Dec 2023 02:34:57 GMT

Hello, your dashboard is very awesome. Could you give me the PBIX file?

Thanks a lot,

Re: Accounts Receivable Dashboard

Maxcarva1 — Sun, 03 Dec 2023 02:34:06 GMT

Hello, your dashboard is very awesome. Could you give me the PBIX file?

Thanks a lot,

Re: Accounts Receivable Dashboard

maryanXXX — Sun, 03 Dec 2023 02:33:06 GMT

Hello,

Really beautiful dashboard!

Could you share with me pleeeease too the pbix file?

Thanks

Re: Accounts Receivable Dashboard

Sango780 — Wed, 21 Dec 2022 02:19:05 GMT

Thanks for sharing, is it possible to have a copy of this dashboard please?

Re: Accounts Receivable Dashboard

CR47 — Fri, 23 Dec 2022 07:27:53 GMT

Very nice work - can you share the pbix please?

Re: Accounts Receivable Dashboard

Pere10 — Sun, 03 Dec 2023 02:32:14 GMT

Really nice work. Could you give me the PBIX file?

Re: Accounts Receivable Dashboard

Anonymous — Sun, 03 Dec 2023 02:31:29 GMT

Can you share the PBIX file ?

Re: Accounts Receivable Dashboard

Anonymous — Tue, 17 Jan 2023 16:25:21 GMT

Great job, could you please share the PBIXX file as I work on my end of course project?

Thank you in advance