Easily find the balance owed by customers, overdue amounts and how long they’ve been due segmented by salespersons associated with those accounts.
- The table provides a breakdown of amounts due and overdue, segmented by salesperson, customer and currency. The overdue amounts are also bucketed into 30-day time windows to see how long they have been overdue, which helps guide follow-up actions. You can click on these amounts to see which invoices make up those amounts.
- Use the filters to select a specific market, currency or a specific salesperson.
Note that when multiple currencies are involved, you’d need to filter by Currency or Market-ID (i.e. markets with a single currency) to ensure that the totals and sub-totals are added correctly.
To download the data in the report click on the three-dot icon over to the top right-hand side of the dashboard, followed by 'Download' to see the download options.
A dashboard is often constructed from a set of different data sources. There are data freshness labels at the bottom of each dashboard that indicate the following two things:
- The refresh interval (text in bold and on top). This reflects how often the data source with the lowest refresh frequency gets updated.
- The last refresh timestamp (text at the bottom). This reflects the earliest time when a data source was last updated in the dashboard.