Your money, in someone else's account
Sales that haven't been collected aren't really money in the bank - they're a loan you've given the customer, often interest-free. The longer an invoice goes unpaid, the more it strains your own cash and the less likely it is to ever be paid in full. Collecting faster is one of the cheapest improvements a business can make: no extra sales, no new customers, just money you've already earned arriving sooner.
An accounts receivable dashboard makes that money visible and chaseable. It shows who owes what, how overdue it is, and where the credit team should spend its time for the biggest result.
What belongs on an accounts receivable dashboard
- Aged debtors - what's owed, bucketed by how overdue it is (current, 30, 60, 90+ days)
- Overdue invoices - by customer, amount and age
- Days sales outstanding (DSO) - how long, on average, you wait to get paid
- Total receivables - the money owed to you right now
- Worst offenders - the customers and invoices to chase first
- Trend - whether collection is getting faster or slower
How SolveBI builds it on Power BI and Microsoft Fabric
We bring your invoice and payment data out of your accounting system and into Microsoft Fabric, then deliver a Power BI accounts receivable dashboard that ages every debt and ranks what to chase. The credit team gets a live worklist instead of a manual aged-debtors report, and leadership sees DSO trending so the improvement is measurable.
Aged-debtors export vs a live AR dashboard
Manual AR report vs Power BI dashboard
| Aspect | Spreadsheet export | SolveBI Power BI dashboard |
|---|---|---|
| How current | As of the last export | Refreshes from the accounts |
| Prioritisation | Manual sorting | Ranked by size and age |
| DSO trend | Rarely tracked | Trended automatically |
| Effort | Rebuilt regularly | Built once, then automatic |
Common mistakes in AR reporting
- Treating sales as cash. A sale isn't money until it's collected.
- Chasing everything equally. Effort should follow the biggest, oldest debts first.
- No DSO trend. Without it, you can't tell whether collection is actually improving.
- A report that's already stale. Yesterday's export misses today's payments and new overdues.
Collect the money you've already earned, faster.
Book a free 30-minute consultation with a SolveBI consultant. We'll show you how a Power BI and Microsoft Fabric accounts receivable dashboard turns your aged debtors into a live, prioritised chase list.
