Dashboard 005 | Account Receivable - Cash Projection | Sales Ops, Customer Success



dashboard 005 ar cash projection
Offering(s):
Sales Operations, Customer Success
Prebuilt Solution:
No
Analytic(s):
Finance, Quote to Cash, DSO
Dashboard Summary

This dashboard is an example of accounts receivable analytics. First, it uses bucket analysis to show the company’s receivable position and the age mix of outstanding balances. It also highlights which clients owe the most and which customers need close monitoring based on past payment behavior.

Next, the cash flow section estimates cash collections from receivables and tracks the cash-to-cash cycle time. Finally, the dashboard compares performance over time and reports trends in days sales outstanding (DSO).

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