Discover What's Possible With Power BI: Example Dashboard Portfolio

A real-time, integrated AR dashboard with drill-through insights and rapid deployment options.

The Accounts Receivable Dashboard offers a dynamic real-time view of receivables performances providing key personnel need clarity to manage cash flow, reduce risk and enhance working capital.

This Power BI Dashboard integrates data from multiple source systems such as ERP, CRM and invoice/payment platforms into a single cohesive environment

Key features include:

  1. Total AR & Overdue Tracking: View total accounts receivable, overdue balances and overdue percentage at a glance
  2. Payment Performance:  Discover opportunities to improve DSO by working with customers not compliant with terms
  3. Top N Customer Insights: Easily identify which customers are driving sales, largest AR balances or best/worst DSO
  4. Interactive Filters: Cross-filtering by selecting one data point, all related data in other visuals are automatically filtered
  5. Drill-Thru Functionality: Drill to invoice-level detail, customer payment history and detailed aging buckets quickly and easily

This is a live dashboard. Feel free to click around and explore. The dashboard can be set to full-screen mode by clicking the exand button on the bottom right-hand side.

Learn how a large industrial services company that struggled with limited visibility into critical business operations became more agile and transformed decision-making after Persepta delivered a comprehensive Power BI solution architecture covering most functions of the business.

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