AR Analysis dashboard

AR Analysis dashboard

The AR Analysis dashboard consists of KPIs for these metrics:

  • AR Invoice Amount
  • Payment Amount
  • Total Late Payments
  • Discounts Taken
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.


  • AR by State
  • Late Payments
  • Top 5 Customers by AR Invoice


  • Company ID
  • Customer Name
  • Active Flag
  • AR Transaction Type (Default value = Invoice)
  • AR Status Type
  • Invoice Year (Default value = Current Year)
  • Year/Month
  • Year/Quarter
  • Customer Type