AP Analysis dashboard

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

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)