Accounts Receivable Operational Metrics dashboard

The Accounts Receivable Operational Metrics dashboard can help you in monitoring the performance of the company's accounts receivable process. The dashboard reports processing time trends in the context of the types of customer invoices, invoice and overdue payment amounts, and the FAM functions used to enter the transactions. The dashboard also tracks the Receivables Index as a measure of operational efficiency.

This dashboard can answer business questions such as:

• Which customers have the most incorrect or adjusted invoices in terms of amount?
• Are there inefficiencies in handling certain payment methods?
• Is the company improving in terms of overall operational efficiency?

The dashboard consists of KPIs for Receivables Index, Avg Days – Invc and Due, Avg Days – Due and Pmt, and Avg Days – Invc and Pmt, as well as these reports:

KPI Charts:

• Receivables Index Trend
• Avg Days – Invc and Due Trend
• Avg Days – Due and Pmt Trend
• Avg Days – Invc and Pmt Trend

Reports:

• Weighted Payment Analysis
• Total Order Invoice
• FAM Entry ID – AR

You can filter the data by using these standard filters:

• Division
• Time
• Payer
• Customer
• Customer Invoice
• Account
• FAM Entry ID
• Customer Order Type
• Sales Organization

The Show N Records filter is applied to the reports Weighted Payment Analysis and Total Order Invoice.

Because the Total Order Invoice report is based on the Invoice Accuracy model, the standard filters for Customer Invoice, Account, and FAM Entry ID do not apply. On the other hand, the standard filters for Customer Order Type and Sales Organization are only applied to the Total Order Invoice report.

Source information and reports are documented in the AR Operational Metrics and Invoice Accuracy sections.