AP Analysis dashboard

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

AP Analysis dashboard

The dashboard consists of KPIs for these metrics:

  • Invoice Amount
  • Discount Offered
  • Discount Taken
  • Discounts Lost
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.

Charts are available to illustrate these metrics:

  • AP by State
  • Invoice Aging
  • Top 5 Vendors by AP Balance

These filters can be applied in certain data points:

  • Company ID
  • State
  • Status
  • AP Status Type (Default value = true)
  • Vendor Name
  • Vendor Type
  • Invoice Year (Default value = Current Year)
  • Year/Quarter
  • Year/Month
  • Transaction Type (Default value = Invoice)