Accounts Receivable and Payment Tracking Dashboard
How Iqra Technology delivered real-time financial visibility for a large-scale Oil, Gas & Energy Services company in the UAE — using Microsoft Power BI to automate AR tracking, aging analysis, and payment monitoring.
Client Overview
A large-scale Oil, Gas & Energy Services company based in the United Arab Emirates, employing over 1,000 professionals and operating across multiple energy service verticals. The organization manages complex multi-client billing cycles, high-value contracts, and a significant volume of receivables across different project timelines and payment terms.
With finance teams handling hundreds of outstanding invoices monthly, the client needed a centralized, real-time view of their accounts receivable position, overdue payments, and collection performance — replacing a fragmented system of manual spreadsheets and disconnected ERP reports.
Iqra Technology was engaged to design and develop a comprehensive Power BI dashboard that would bring all payment tracking and AR data into a single, interactive reporting environment accessible by finance leadership and collections teams.
Industry Details
Project Overview
An Oil, Gas & Energy Services company in the UAE sought to replace manual, spreadsheet-driven accounts receivable tracking with a dynamic, real-time Power BI dashboard. The project aimed to centralize all payment data, automate aging analysis, and give finance leadership instant, filterable visibility into outstanding invoices, collection performance, and cash flow health.
Iqra Technology designed and built a multi-page Power BI report connecting directly to the client's financial data sources, incorporating AR aging buckets, payment trend analysis, overdue account flagging, and executive summary views — enabling the finance team to manage collections proactively rather than reactively.
Client Requirements
- Centralize accounts receivable data from multiple sources into a single Power BI dashboard.
- Automate AR aging bucket analysis (0–30, 31–60, 61–90, 90+ days overdue).
- Provide real-time visibility into outstanding invoice balances and payment statuses.
- Enable drill-down capabilities by client, project, invoice date, and payment terms.
- Track collection team performance and payment receipt trends over time.
- Generate executive-level summary views for finance leadership.
- Reduce dependency on manual Excel-based reporting for AR monitoring.
- Deliver an interactive, role-based dashboard accessible across devices.
Technologies Used
Challenges & Solutions
Measurable Results
Implementation Highlights
- Multi-page Power BI report with AR summary, aging analysis, and payment trends.
- Automated aging bucket classification using advanced DAX time-intelligence measures.
- Executive KPI cards for total outstanding, overdue amount, and collection rate.
- Drill-down capability by client, project, invoice date, and payment terms.
- Row-Level Security (RLS) configured for role-based data access.
- Direct data connectivity to ERP and financial source systems via Power Query.
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."
"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."
"The developer integrated seamlessly into our project, delivering high-quality dashboards that improved decision-making for our clients."
"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."
"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."
"They performed as promised, communicated regularly, and completed the project on time. All requested data was properly and securely migrated."
FAQs
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