Harnessing Data

Account Receivable Dashboard

This dashboard provides an example of an interactive visual method for analyzing account receivable data. It provides examples of three important functions of a dashboard: 1) a reporting tool for monitoring and getting alerts, 2) a drill-down tool for solving problems by slicing and dicing data, and 3) an analytics tool for finding problems by looking for trends and patterns. 

An interactive version of this dashboard can be found at the end of this page. Feel free to explore it by interacting with it. Check out this short video to see how you can interact with it.

Account Receivable Dashboard

Summary

This section is to provide a birds-eye-view of open invoices along with alerts when metrics cross certain thresholds. This section provides a summary of all the data for invoices that are still open. The six color-coded blocks on the top (item 1) display the total amount of open invoices that are in one of the six aging groups. These six colors are used throughout the dashboard to group invoices by their aging bucket. If the amount in any group (bucket) exceeds a certain threshold of the total balance, it is flagged by item 2. You may adjust the threshold using item 3.  Item 4 shows the total and overdue balances. If the overdue balance exceeds a certain fraction of the total balance, it changes its background to red. You may adjust the threshold using item 5.

  

The tree -map (item 6) shows the number of open invoices in each of the six aging buckets.  Each block corresponds to an aging bucket, and its size is proportional to the number of invoices in the aging bucket.  Item 7 shows the total number of open invoices and the number of overdue invoices. If the overdue balance exceeds a certain fraction of the total balance, item 7 changes its background to red.

Top 20 Customers

by a Key Metric

This chart displays the overdue amount for the top 20 customers. The criteria for the ranking can be any one of the nine metrics selected using the dropdown list (item 1). The list on the left (item 2) shows the value of the selected metric for each customer. Each bar (item 3) shows the total invoice amount for each of the top 20 customers. The color-coded segments break down the total amount by their aging bucket. Item 4 list the name of the customers. Selecting it or one of the color-coded segments of a sets the filters to show data only for the select customer or segment. If you want to change the number of top customers from 20 to something else, you may do so by using the slider (item 5).    

Spread of

Age and Amount

The purpose of this chart is to compare each customer's or invoice's performance with that of all other invoices.  It consists of a scatter-plot (item 1) with invoice age on the x-axis and invoice amount on the y-axis. It shows all the open invoices for the top 20 customers or the invoices filtered using the bar chart above.  Each dot on it (item 2) represents an invoice. Its color represents one of the six age buckets, and its size represents the amount. Hovering the mouse over each dot shows the detail of the invoice (item 3). A gray line along each axis (item 4) shows the average value for all the invoices displayed. The box-and-whisker plot along the y-axis (item 5) shows the spread of the invoice amount of all the open invoices. The box-and-whisker plot along the x-axis (item 6) shows the spread of the age of all the open invoices. These box-and-whisker plots are not affected by filters.  

 

List of Invoices

The purpose of this list is to provide detail information about each invoice and to search and find individual invoice by its invoice number.  This list can be filtered to list only select groups of invoices by selecting any graphical element in the dashboard. For example, if you choose the "Current" block in the Summary section, it lists all the open invoices that are not past due. If you select a customer from the Top 20 chart, this list shows the invoices for only the selected customer. If you choose an invoice by selecting a dot is the Spread chart, it shows only the selected invoice.  The list can be filtered using its own dropdown list (item 1). You may search for an invoice by invoice number using its search box (item 2).       

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