Account Receivables Management Dashboards | AR Dashboard

The Receivables Management dashboard lets you measure and track your department’s performance over time. The comparative analysis and trend reporting capabilities provided by this dashboard helps you to identify systemic processing inefficiencies in your department.

Once inefficiencies are identified, you can take steps to address them.
You can then use this dashboard to evaluate the effectiveness of your strategies and processes.

This dashboard focuses on comparative analysis and trend reporting of days sales outstanding, collection effectiveness, and average days paid. You can see the amount of receivables that was issued and how many receipts were collected during the period.

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The dashboard includes two content areas:
• The Billing Activity content area analyzes receivables transactions activities during a period of time.

• The Collection Effectiveness content area analyzes the effectiveness of collections efforts.

At a glance, you can answer questions like:
1. For a particular operating unit, has the DSO increased or decreased over the past year?

2. For all operating units, has the DSO increased or decreased over the past year ?

3. In the past year, how effective are our collection efforts?

4. How is our collections effectiveness in this period compared with our collection effectiveness in the same period of the prior year?

5. How effective is one operating unit’s collections process compared to other operating units?

6. Relative to the weighted average terms paid, how has the weighted average days paid changed over time?

Billing Activity
The Billing Activity report displays the total amount and count of receivables transactions for the period up to the as-of-date, the open receivables amount, and days sales outstanding on the as-of-date.
This report identifies an overview of the transactions activity for the period.

At a glance, managers can see the DSO for an operating unit, customer, or industry. They can see the open receivables amounts on the as-of-date and the billing activity generated in the period.

You can use this report to answer business questions such as:

• Is the billed amount increasing?
• What is the days sales outstanding for a particular organizing unit?

Days Sales Outstanding
The Days Sales Outstanding (DSO) report displays the days sales outstanding by operating unit, customer, and industry. This report also shows the net receivables, billed amount, and DSO measures on the as-of-date as defined in the Receivables Intelligence Setup page.

This report gives an overview of the days sales outstanding measure for the period.

At a glance, you can see the DSO and the components used to calculate it for an operating unit, customer, or industry. You can also see the net receivables amounts on the as-of-date and the billed amount generated in the selected DSO period.

You can use this report to answer business questions such as:
• What is the total days sales outstanding for all operating units?
• What is the days sales outstanding for
• Which customer has the lowest days sales outstanding?