Accounts Receivable Dashboard is an Excel Template that will help you properly organize major receivable indicators in single view and present the most important receivable information to your team in a simple and beautiful way. The accounts receivable dashboard assists you to monitor everything that matters to your credit control. Users can quickly reference the key metrics and immediately understand the upside and downside of the receivable performance.
The accounts receivable dashboard template helps to enhance the analytical efforts related to major financial aspects of your organization. Major KPIs and metrics covered in the accounts receivable dashboard are:
- Revenue: the trend of revenue of the business and its relation to receivable and overdue receivable
- Receivable: the actual receivable amount, overdue receivable, % of overdue receivable compared to total receivable
- Receivable aging: visibility of overdue receivables in different days group
- Customer concentration: the relation of top customers by sales and by receivables
- Credit sales: % of sales on credit in relation to total sales
Key Features of Dashboard Template:
- Provides key financial insights for the CFO and finance team with details of receivable, overdue receivable, receivable aging, and days receivable outstanding
- Fully editable, easy to use, template with sample data
- Eye-catching design and customizable
- Change the sample data with your data
- Spreadsheets ready for printing without Biz Infograph logo
- Consolidate key financial performance indicators in one dashboard
- No monthly fees
- Immediate download
- No VBA, no Macro
- No installation necessary
- Professionally designed
What is included in this dashboard template?
- Just plug your data, the dashboard will be ready instantly and start using.
- A text file which contains a password to view and edit the formula
- A guide to unlocking all the elements in the dashboard
Professional Support:
- Video tutorial guide on how to navigate and use Accounts Receivable Dashboard Template
- Professional service to customize dashboard template in excel as per business need
- Help and support in post-purchase
- Payment secured by Stripe and PayPal (no PayPal account needed)
A brief guide to using the dashboard template:
- Open the dashboard template
- Go to ‘Indicators’ menu – choose the start month of the fiscal year (i.e. Jan, Feb, Jul, etc.)
- Go to the ‘Enter Data’ menu – remove the sample data and give your actual data in the respective cells. Formula cells are locked, and you cannot edit it without a password.
- Go to the ‘Monthly Dashboard’ menu – select the month name from the drop-down to see the monthly picture of performance indicators
- Go to ‘YTD Dashboard’ menu - select month name from the drop-down to see the year-to-date picture of performance indicators
- Each page is ready for printing – just press CTRL+P
This Excel dashboard template is password-protected to avoid mistakes, such as accidentally deleting formulas. When you completed the purchase, the password will be available.
