Accounts Receivable Analysis Dashboard for Oracle EBS, Oracle Fusion, Right ERP & Orion ERP

Accounts Receivable Analysis Dashboard for Oracle EBS, Fusion, Right & Orion ERP | Power BI | Iqra Technology
Power BI · Accounts Receivable Analytics · Case Study

Accounts Receivable Analysis Dashboard for Oracle EBS, Oracle Fusion, Right ERP & Orion ERP

How Iqra Technology developed a comprehensive Power BI Accounts Receivable analytics solution that provides real-time visibility into outstanding receivables, customer collections, invoice aging, overdue balances, and collection performance — helping finance teams improve cash flow management and accelerate collection decisions.

Power BI Accounts Receivable Oracle EBS Oracle Fusion Multi-ERP Integration DAX Business Intelligence

Client Overview

A UAE-based leading provider of logistics and supply chain solutions for the oil and gas industry, with a strong presence across the Middle East and beyond. Established in 1962, the company specializes in warehousing, technical support, and supply chain services for exploration, drilling, and production operations. With its modern infrastructure and commitment to excellence, it supports major energy companies with reliable and efficient supply chain solutions.

Industry Details

IndustryOil & Gas
Organization ScaleLarge Enterprise
LocationDubai, UAE
Timeline18+ Months (Ongoing)
TechnologyMicrosoft Power BI
Company Size1,001–5,000 Employees

Project Overview

The client required a centralized Accounts Receivable Analytics Dashboard to provide real-time visibility into customer outstanding balances, invoice aging, collection performance, payment trends, and overdue receivables across multiple business entities.

Iqra Technology designed and developed an interactive Power BI solution that consolidated Accounts Receivable data from multiple ERP systems into a unified reporting platform. The dashboard enables finance teams to monitor receivable balances, analyze customer payment patterns, track collection performance, identify overdue accounts, and improve cash flow management through automated, real-time reporting.

Client Requirements

  • Build a centralized Accounts Receivable dashboard consolidating data from multiple ERP systems.
  • Monitor outstanding receivables, overdue invoices, and future due balances in real time.
  • Analyze receivable aging using configurable aging buckets.
  • Track customer-wise and entity-wise outstanding balances.
  • Monitor collection performance across business entities and collection teams.
  • Provide weekly and historical collection trend analysis.
  • Enable drill-through from summary KPIs to customer-level receivable details.
  • Replace manual Excel-based AR reporting with automated Power BI dashboards.

Technologies Used

Power BI Desktop Power BI Service Power Query (M Language) DAX (Data Analysis Expressions) SQL Oracle Database Oracle Autonomous Data Warehouse (ADW) Oracle E-Business Suite (EBS) Oracle Fusion Cloud ERP Right ERP Orion ERP On-premises Data Gateway Microsoft Excel

Challenges & Solutions

Problem 1 Accounts Receivable information was distributed across multiple ERP systems, making it difficult for finance teams to obtain a consolidated view of outstanding invoices, overdue balances, and customer receivables.
Solution Developed a centralized Power BI Accounts Receivable data model integrating data from Oracle EBS, Oracle Fusion Cloud ERP, Right ERP, and Orion, providing a single source of truth for receivable monitoring and collection analysis.
Problem 2 Manual tracking of receivable aging, overdue invoices, and collection performance delayed decision-making and limited visibility into high-risk customer accounts.
Solution Implemented interactive aging analysis, customer-level drill-through reports, entity-wise receivable monitoring, and collection dashboards with automated refreshes, enabling finance teams to proactively monitor overdue accounts and improve collection efficiency.
Problem 3 Finance users required different analytical views for receivable balances, customer collections, payment trends, and weekly collection performance while ensuring accurate and up-to-date reporting.
Solution Designed multiple interconnected Power BI reports featuring KPI summaries, collection trends, customer analysis, weekly collection tracking, and role-based reporting to deliver real-time insights for finance management.

Measurable Results

360°
Receivable Visibility
Unified view of outstanding receivables, customer balances, invoice aging, and collection performance across all business entities.
100%
Automated AR Reporting
Replaced manual Accounts Receivable reporting with scheduled Power BI dashboards refreshed automatically from multiple ERP systems.
RT
Collection Monitoring
Enabled finance teams to track customer collections, overdue invoices, payment trends, and weekly collection performance through interactive dashboards.
Improved Cash Flow Decisions
Provided finance leadership with timely receivable insights to prioritize collections, monitor overdue accounts, and improve working capital management.

Implementation Highlights

  • Multi-page Power BI Accounts Receivable solution including Overview, Customer Analysis, Collection Dashboard, and Collection Trend reports.
  • Executive KPI cards for Total Receivables, Future Due, Coming Overdue, Overdue Amounts, Collections, and Overdue Invoice Counts.
  • Interactive receivable aging analysis with configurable aging buckets and customer payment status monitoring.
  • Customer-wise, entity-wise, and business unit-wise receivable and collection analysis with drill-through capability.
  • Weekly and historical collection trend reporting to monitor collection performance across business entities.
  • Automated scheduled refreshes integrating data from Oracle EBS, Oracle Fusion Cloud ERP, Right ERP, and Orion.
  • Optimized Power BI data model and DAX measures for high-performance financial reporting.
  • Role-based dashboards with interactive filters for Year, Month, Entity, Business Group, and Customer analysis.

What Our Clients Say

Verified reviews from Clutch.co — rated 4.7/5 across 8 client engagements.

★★★★★

"What stood out most about Iqra Technology was their genuine commitment to delivering quality work and their proactive approach throughout the project. It felt like working with a partner rather than just a vendor."

MJ
Mohd Jaukh
HR Leader, ThinkBiz Technology Pvt Ltd
5.0
Clutch
★★★★★

"Working with Iqra Technology was an excellent experience. They understood our requirements clearly, built the website, and completed the API integration smoothly. The end result has streamlined our operations."

AD
Anonymous Director
Financial Services Company, Australia
5.0
Clutch
★★★★★

"Iqra Technology played a key role in enhancing our internal digital workplace. The portal is now easy to navigate, visually clean, and aligned with our business needs."

AE
Anonymous Executive
DataHeights, Canada
5.0
Clutch
★★★★½

"They performed as promised, communicated regularly, and completed the project on time. All requested data was properly and securely migrated."

TE
Todd
Managing Partner, Emanuel Law Group
4.5
Clutch
★★★★½

"They're flexible and professional. If the company has a tight budget, they're the best company to work with. The team provides good value for money."

GI
Anonymous
Group IT Director, Investment Management, Dubai
4.5
Clutch
★★★★★

"The developer integrated seamlessly into our project, delivering high-quality dashboards that improved decision-making for our clients."

SB
Serge Barros Chaves
CEO, PRODEVA, Spain
5.0
Clutch
⭐ View all 8 verified reviews on Clutch.co →

FAQs

The cost depends on the number of ERP systems integrated, aging bucket configuration, drill-through requirements, and reporting depth. Iqra Technology offers flexible engagement models, with Power BI developers available on a FULL TIME / MONTHLY – $2,300/month ($14/hour) basis. Contact Iqra Technology to discuss your requirements.
Choose a partner with proven experience in financial reporting, multi-ERP data integration, DAX-based aging calculations, and role-based security. Iqra Technology provides consulting, implementation, training, and ongoing support for AR reporting solutions.
Yes. Power BI can connect to Oracle E-Business Suite, Oracle Fusion Cloud ERP, Right ERP, Orion ERP, and Oracle Autonomous Data Warehouse using on-premises data gateways to consolidate accounts receivable data into a single reporting model.
Timelines vary based on the number of ERP systems involved, aging logic complexity, and customer-level drill-through requirements. Multi-ERP AR projects, like this one, are often delivered as ongoing engagements with phased releases. Iqra Technology follows a structured deployment approach.
Yes. Dashboards can be customized with configurable aging buckets, customer-wise and entity-wise receivable views, collection trend analysis, and role-based filters for Year, Month, Entity, and Customer to match your business requirements.
Essential features include outstanding receivable summaries, invoice aging analysis, overdue and future due tracking, customer-wise drill-through, collection trend reporting, and automated scheduled refresh.
Yes. Power BI provides encryption, row-level security, role-based access, and Microsoft authentication to protect sensitive customer, invoice, and collection data across business entities.
Businesses gain unified receivable visibility, faster identification of overdue accounts, improved collection prioritization, and better working capital management through automated, real-time reporting.
Yes. Iqra Technology provides dashboard enhancements, troubleshooting, user training, performance optimization, and ongoing support for long-term accounts receivable reporting success.
Yes. Excel-based accounts receivable reports can be migrated into interactive Power BI dashboards with automated refreshes, centralized ERP data integration, and real-time aging and collection insights.
Yes. Iqra Technology develops and integrates AI solutions, including LLMs, AI agents, predictive analytics, and workflow automation, customized to your business processes and existing systems.
No. AI and LLMs can assist with dashboard design, DAX, and report generation, but accurate business dashboards require expert data modeling, validation, security, and customization by Power BI professionals.

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