Consolidated A/R Dashboard Template - Google Sheets & Excel

This template gives you a consolidated overview of your Accounts Receivables across multiple entities.

Compatible with

Excel

Google Sheets

Integrations

QuickBooks

Live data connector

LiveFlow

How to duplicate this template?

1. Go to File

2. Click on Make a copy

Consolidated A/R Dashboard Template - Google Sheets & Excel
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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. Copy the template

Open the template. Click on File, then click Make a copy and save it to your drive.

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2. Connect LiveFlow

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

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3. Make it truly yours

Personalize the template and connect live data so you don't have to update it manually.

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What is Consolidated AR Dashboard?

The Consolidated Accounts Receivable Dashboard is a report that displays a summary of the activity for your company's accounts receivable. This report can help you identify any potential issues with your accounts receivable, such as delinquent accounts or slow-paying customers.

The Consolidated Accounts Receivable Dashboard is a valuable tool for businesses to keep track of their outstanding debts with customers. By regularly reviewing this report, companies can improve their liquidity and mitigate the risk associated with customers who are considered high-risk or are not paying their debts.

How to Set Up Consolidated 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 Consolidated Accounts Receivable Process?

The Consolidated Accounts Receivable Process is a process that allows for the consolidation of a company's accounts receivable into a single account. This can be helpful for companies that have multiple locations or divisions, as it allows them to track and manage their accounts receivable more effectively.

What is the best KPI for Consolidated Accounts Receivable?

The Consolidated 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 Consolidated AR is the sum of all receivables balances in the company's consolidated accounts receivable ledger

-Days Sales Outstanding (DSO) is calculated by dividing Accounts Receivable by Total Revenue x 365

-Percentage of Accounts Receivable that are more than 60 days past due

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