AR dashboard

The AR dashboard includes several Key Performance Indicators (KPI), charts, filters, and reports.

AR dashboard

The AR dashboard consists of KPIs for these metrics:

Open AR Balance
Total Overdue
Invoice Amount
Total Invoice Payments
Gross Margin Percentage
Total Sales
Total Late Payments

Note: The arrow trend indicators in this dashboard compare the current year to date (YTD) with the last YTD. If a filter is changed to another year, then the KPI values and trend indicators compare the selected year to its previous year.

Reports:

Sales and Payments by Month
Invoice Aging Report
Top Customer AR Balance
Sales and Payments by Customer
Top Sales and Payments by Salesrep

Filters:

Company
Customer #
Customer Name
Warehouse ID
Warehouse Name
Invoice Year (Default value = Current Year)
Year/Quarter
Year/Month
Sales Product Category
Sales Manager
Inside Sales Rep Name
Outside Salesrep Name
Product Line Description
Sales Transtype Description
Sales Group By 1 (Default value = Company)
Sales Group By 2 (Default value = Customer)
Sales Measure1 (Default value = Sales)
Sales Measure2 (Default value = Cost)
Warehouse Product Status
ARET Transaction Type (Default value = Invoice)