Accounts Receivable Dashboard Excel Template   Excel template (XLSM)
$29.00

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Accounts Receivable Dashboard Excel Template (Excel XLSM)

Excel (XLSM) + PDF (PDF)

$29.00
Streamline your AR management with our Excel dashboard template. Track key metrics, enhance cash flow, and boost efficiency.
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DESCRIPTION

This product (Accounts Receivable Dashboard Excel Template) is an Excel template (XLSM) with a supplemental PDF document, which you can download immediately upon purchase.

Accounts receivable dashboard provides you with a snapshot of all key AR metrics that your business needs to track. It keeps you updated about defaulting customers, cash stuck in different aging buckets, days sales outstanding (DSO), and collector effectiveness index (CEI).

Accounts receivable dashboard template that'll help you stay on top of your invoices and accounts. Try out this Excel template to get a feel of how AR automation dashboards work.

An accounts receivable dashboard is a one-stop report that helps you track key AR metrics such as overdue receivables, cash at hand, days sales outstanding, and age of receivables. The use of visual elements such as pie charts, bar graphs, and line charts make AR dashboards visually appealing and easy to interpret.

Accounts Receivable Dashboard Template made in Excel or on spreadsheets can be used by individuals and companies without IT support and heavy investments. Accounts Receivable Dashboard is an Excel-based template and runs on all versions of Microsoft Excel 2010 and above.

The major KPIs/metrics covered in our free accounts receivable Excel template are:

Revenue:
Total sales made in a given time period.

Receivables:
The sum of the amounts unpaid in all open and partially paid accounts.
Overdue Receivables and percent overdue: The amount of receivables that is past the due dates, and its proportion to all credit sales.

Invoice and aging classification:
Bucket invoices into open, paid, and overdue categories. All open invoices further categorized into ‘not due', ‘less than 30 days overdue', ‘31 – 60' days overdue, ‘61 -90' days overdue, and past 90 days overdue.

Customer concentration:
Top five customers by sales and receivables.

Got a question about the product? Email us at support@flevy.com or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Best Practices in Accounts Receivable Excel: Accounts Receivable Dashboard Excel Template Excel (XLSM) Spreadsheet, Hafiz Ali


$29.00
Streamline your AR management with our Excel dashboard template. Track key metrics, enhance cash flow, and boost efficiency.
Add to Cart
  

ABOUT THE AUTHOR

Author: Hafiz Ali
Additional documents from author: 65

Introducing our Excel Premium Templates – your solution to simplifying your tasks. Our collection offers meticulously designed templates that are crafted to streamline your work processes and enhance efficiency. Whether you're managing budgets, creating reports, or organizing data, our premium templates are tailored to cater to your specific needs. [read more]

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