Accounts Receivable Power BI Dashboard 04-12-2025 08:23 AM

[persepta]

Accounts Receivable Dashboard

This Power BI dashboard delivers visibility into accounts receivable performance - empowering finance, collections, and executive teams to reduce risk, improve collections, and optimize cash flow. Built to replace static spreadsheets and disconnected reporting tools, the dashboard unifies AR data from multiple systems into a single, interactive view.

Visual Walkthrough & Use Cases

1. KPI Cards
   Provide a quick snapshot for executives and finance leaders to assess AR health at a glance.
2. AR Aging Breakdown
   Enables collections managers to focus efforts on high-risk aging buckets.
3. Avg Days to Pay by Terms
   Used by AR analysts to flag terms that are routinely exceeded and explore renegotiation or escalation.
4. Top N Customers (Sales, Overdue, DSO)
   Critical for identifying revenue concentration and risk exposure across the portfolio.
5. Overdue & DSO Trend Charts
   Support performance reviews, forecasting, and strategy adjustments.
6. Drill-through to Detail
   Empowers users to go directly from high-level visuals to underlying invoices, balances, and payments without leaving the dashboard.

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[askme1217]

when switching among the 3 tabs in the bottom trend, entire report is reloading. can it be avoided

[persepta]

Great question...yes it can.  Here is the updated version:  https://app.powerbi.com/view?r=eyJrIjoiYmYzNWYwMjEtMjRjYS00NDJhLWI5OWEtNjI0YzljMjlmOWEyIiwidCI6IjA2Z...