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A/R Overview by Customer Template

Get a live overview of your accounts receivables. Monitor on weekly basis who owes you what and which customers you need to nudge to pay their bills.

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Premium Templates are advanced solutions for complex financial reporting tasks. Unlock a template for a one-time fee, which includes unlimited access and full support for template implementation. Book a demo above to learn more.

Compatible with

Excel

Google Sheets

Integrations

QuickBooks

Live data

LiveFlow

A/R Overview by Customer Template
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Learn how to set up this template in the video below

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Get started in 3 simple steps

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1. Import the template

1. Request access

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2. Connect LiveFlow

Connect to LiveFlow, so you can import live data to your model.

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3. Customize it

Customize the template into anything you like.

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What is AR Dashboard?

An AR dashboard can help businesses keep track of their accounts receivable. The dashboard can show key performance indicators (KPIs), important summary data, alerts and trends for both the accounts that owe money to the company and the AR team processing them. This information can help businesses make better decisions about how to manage their accounts receivable.

How to Set Up an Accounts Receivable (AR) Dashboard?

LiveFlow has an AR Aging Summary report that can be imported into Google Sheets. The AR Summary report shows the date, customer, status, and other information for each Invoices. This information can be used to create a dashboard. 

To import the report into Google Sheets, just use the template above and change the underlying company under the “Manage reports” tab. Once done, your AR Aging Summary report will be updated into Google Sheets. You can then use this data to customize the dashboard.

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What is the Accounts Receivable Process?

The Accounts Receivable (AR) process is one example of how businesses can improve their cash flow. When businesses offer credit to paying customers, these transactions are filed under Accounts Receivable and are collected at a later date. Strong accounting policies ensure that outstanding and unpaid invoices are paid promptly. This can help businesses improve their cash flow by ensuring that they are not waiting too long to receive payments for the products and services that they have provided.

What is the best KPI for Accounts Receivable?

The accounts receivable team must set KPIs and track their performance against these objectives. This will help them to identify areas for improvement and craft strategies that will have the most positive impact on the department and the company as a whole.

Some potential KPIs that could be used by the accounts receivable team include:

-Total Receivables in AR is the sum of all Receivables that are currently due

-Balance of Accounts Receivable is the total amount of money that is owed to the company by customers

-Number of Days Sales Outstanding (DSO) is a metric used to measure how quickly invoices are paid by customers. It is calculated by dividing the average account receivable balance by net sales per day

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