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
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.
