Accounts Receivable Aging Overview Dashboard

Use this dashboard to provide a centralized interactive view of overdue accounts receivable performance using SyteLine ERP data in Birst BI. The dashboard provides near real-time visibility into outstanding customer balances, overdue receivables, and collection efficiency.

The dashboard supports finance teams in managing and improving accounts receivable operations. Users monitor metrics such as open receivable balance, balance not yet due, overdue aging amount, overdue ratio, average days overdue, total outstanding balance, discount amounts, top customers, and number of open receivable entries.

The dashboard consolidates key performance indicators into a single analytical view. This approach improves oversight of overdue obligations, reduces manual reporting, supports cost control and cash flow planning, and supports data-driven decisions for vendor relationship management and payable performance.

These are the filters associated with this dashboard:

Entity
Site
Account Year
Account Year Period
Customer
Account Receivable Invoice Number
AR Open Status

This dashboard displays the information based on these KPIs:

AR Invoice Amount
Overdue Amount Aging
Overdue
Estimated Uncollectable Amount
Estimated Uncollectable Ratio
Open Amount Ratio
Balance

This dashboard uses these widgets to view the required data:

Aged Open Entries by Country
Aged Open Entries
Aged Open Entries by Customer Group