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The Trending Dashboard (Accounts Receivable)

Article author
Jonathon Plowman-Samson
  • Updated

Summary

The article talks about the trending dashboard for accounts receivable analyses.

Navigation

 

Changing the customer summary view

Use the Customer Summary drop-down menu and make your selection to change the summary view. The table and graph below, which displays ending balances by default, will update to reflect your selection.

 

Ending balances view

ar-trending-ending-balance.gif

The table will update to display the following columns:

  • Customer Name
    The customer name, with any that did not exist in prior periods marked as new.
  • Related
    Shows which customers are related parties, if available.
  • Current period
    The ending balance as-at period end, based on your analysis period for the current period
  • Prior periods (PP1-PP4)
    The ending balance as-at period end, based on your analysis period for the prior period
  • Variance
    The dollar value change in the ending balance between the prior and current period.
  • % Change
    The % change in the ending balance between the prior and current period.

The Trend graph will update to display the trend of total accounts receivable showing ending balances, which shows the ending balance of each month for all periods of data.

 

Total net sales view

ar-trending-ending-balance-net-sales.gif

The table will update to display the following columns:

  • Customer Name
    The customer name, with any that did not exist in prior periods marked as new.
  • Related
    Shows which customers are related parties, if available.
  • Current period
    The total net sales based on your analysis period for the current period
  • Prior periods (PP1-PP4)
    The total net sales based on your analysis period for the prior period
  • Variance
    The dollar value change in the total net sales between the prior and current period.
  • % Change
    The % change in the total net sales between the prior and current period.

The Trend graph will update to display the trend of total accounts receivable showing total net sales, which shows the total net sales of each month for all periods of data.

 

Days sales outstanding view

ar-trending-days-sales-oustanding.gif

The table will update to show the following columns:

  • Customer Name
    The customer name or ID, with any that did not exist in prior periods marked as new.
  • Related
    Shows which customers are related parties, if available.
  • Current period
    The days sales outstanding based on your analysis period for the current period
  • Prior periods (PP1-PP4)
    The days sales outstanding based on your analysis period for the prior period
  • Variance
    The change in days sales outstanding between the prior and current period.
  • % Change
    The % change in days in sales outstanding between the prior and current period.

The Trend graph will update to display the trend of total accounts receivable showing days sales outstanding of each month for all periods of data.

Note: if a customer is not carrying a balance or there are no sales made during a period, no data will be displayed on the trend graph for that period.

 

AR turnover ratio view

ar-trending-turnover-ratio.gif

The table will update to show the following columns:

  • Customer Name
    The customer name, with any that did not exist in prior periods marked as new.
  • Related
    Shows which customers are related parties, if available.
  • Current period
    The AR t based on your analysis period for the current period
  • Prior periods (PP1-PP4)
    The AR turnover ratio based on your analysis period for the prior period
  • Variance
    The change in AR turnover ratio between the prior and current period.
  • % Change
    The % change in AR turnover ratio between the prior and current period.

The Trend graph will update to display the trend of total accounts receivable showing AR turnover ratio of each month for all periods of data.

 

Note: if a customer is not carrying a balance or there are no sales made during a period, no data will be displayed on the trend graph for that period.

 

Using the customer summary table

Sorting Columns

Sortable columns are indicated with a double arrow and can be sorted in ascending or descending order by clicking the column header. The darker of the two indicates if the list is sorted in ascending or descending order.

 

ar-trending-table-sort-column.gif

Adding and removing columns

Use the Columns button on the right side of the table and select the checkbox next to each column you want to display.

 

ar-trending-table-add-column.gif

Reordering columns

Click and drag the desired column header left or right into its new location.

 

ar-trending-table-reorder-column.gif

Pinning Columns

Pinning columns ensures they will stay in view when scrolling horizontally.

 

Hover over the column header you want to pin, click the menu icon and hover over Pin Column. Select where the column should be pinned: Left, Right or No Pin (default).

 

ar-trending-table-pin-column.gif

Drill down to the Data Table

Using the drill-down icon on any row will take you to the Data Table, where you can see a filtered view based on your selection.

 

ar-trending-drilldown.gif

Using the Trend graph

Selecting and comparing customers

By default, the Trend graph will display the trend of total accounts receivable, which can be changed using the Trend of drop-down menu. You can find the customers you want to display by typing to narrow the options down or scrolling through the list. Select the desired customers to update the graph.

 

Selecting multiple customers will produce a trend line for each. You can also compare a customer to the total accounts receivable.

 

ar-trend-graph-compare.gif

 

Changing the time interval

By default, the Trend graph will display the data in monthly intervals, which can be changed using the View By drop-down menu and selecting monthly, period, or quarterly views.

 

ar-trend-graph-time-interval.gif

 

Changing the time window

By default, the Trend graph will display data from all years of data within your analysis. To narrow the scope of the graph, click and drag the time slider to the desired range.

 

ar-trend-graph-time-window.gif
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