Accounts Receivable and Payment Tracking Dashboard
Developed a Power BI Accounts Receivable Dashboard to track invoices, payments, and overdue amounts in real-time, providing insights into cash flow and payment trends.
Client Overview
A UAE-based company operating in oil, gas, energy, and technology services with a large customer base. The client needed a solution for managing accounts receivable and improving cash flow.
Technical Stack
Industry
Oil, Gas, and Energy Sector
Region
UAE
Project-size
Non-Disclosable
Company size
Large Scale Company
Implementation Highlights
Created interactive charts to track invoice amounts, overdue payments, and DSO trends.
Added aging breakdowns to identify overdue invoices categorized by 30, 60, 90, and 180+ days.
Integrated real-time updates for quick analysis of current payments and outstanding invoices.
Visualized payment trends with bar charts and line graphs, showing amounts paid before and after due dates.
Challenges & Solutions
Hard to track overdue payments from multiple regions.
Solution: Combined all data into one dashboard, making it easy to track overdue payments in real-time.
No clear view of which customers are at risk of non-payment.
Solution: Added aging categories and customer-specific tracking to identify overdue accounts and payment trends.
Data was spread across different systems.
Solution: Integrated all data sources into one platform, allowing for real-time updates and easy access.
Difficulty analyzing payments by individual customers or invoices.
Solution: Added dynamic filters to drill down into specific customer or invoice data for better insights.
1000+ Projects Experienced
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8+
Years of Business
Experience
100+
Happy
Customers
15+
Countries with
Happy Customers
100+
Agile enabled
employees
Results & Impact
- Faster collection of overdue payments helped improve cash flow.
- Real-time data allowed quicker decision-making on overdue accounts.
- Focused actions on overdue invoices improved payment recovery.
- The ability to track overdue accounts helped minimise the risk of non-payment.
- Automated reporting saved the team time, reducing manual work.
Key Learnings & Next Steps
- Centralizing data into one dashboard improved tracking of overdue payments, while automating reports saved time and reduced errors. Real-time insights helped make faster decisions, improving cash flow and reducing credit risk.
