Invoices Due Dashboard

This dashboard supplies a summary of all invoices due, their value, due dates and how long they have been due for, helping to track progress towards revenue goals and identify any required financial tasks.

To access the data visualisation dashboards, you will need to be granted permission. To learn how to grant or revoke access, see the article Business Intelligence Dashboards – BigChange Help Centre.

Summary of Invoices Due

Visualisation: Ring chart showing the count and value of unpaid invoices with Created and Sent statuses.

Using this visualisation, you will be able to identify and analyse invoices that are due and establish their value.

As a parent chart, you can filter the whole dashboard view by selecting a specific invoice status in the ring chart. The whole dashboard will display metrics and visuals pertaining to that specific status selection.

Invoices Due Trend

Visualisation: Bar chart showing a month-by-month comparison of total invoice amounts, split by status.

You will be able to quickly identify emerging trends or patterns, such as changes in total invoice amounts over time.

As a parent chart, you can filter the whole dashboard view by selecting a specific month due bar in the chart. The whole dashboard will display metrics and visuals pertaining to that specific month due selection.

Invoices Due by Days

Visualisation: A vertical bar chart showing invoice age in days on the X-axis, grouped into age brackets (in days). The Y-axis shows the value of outstanding invoices, including unpaid and partially paid amounts.

You will be provided with a high-level summary view of the total value of the due invoices against pre-defined period of times (in days), to help forecast when invoices are to be paid.

If there are no invoices due within a specific age bracket, that age bracket will not appear on the chart.

By selecting a specific age bracket bar within the chart, you will be able to drill-down into the data, displaying a data grid containing the following data fields:

• • • Invoice Reference
    • Contact Name
    • Job Type
    • Job Reference
    • Created At Date
    • Sent At Date
    • Sent At (Timestamp)
    • Due At Date
    • Due At (Timestamp)
    • Days Overdue Bracket
    • Days To Overdue
    • Days Overdue
    • Total Net Amount
    • Total Tax Amount
    • Total Gross Amount
    • Amount Paid
    • Amount Part Paid
    • Amount Unpaid

Invoices Due By Contact (Top 10)

Visualisation: Horizontal bar chart showing the total value of Sent invoices your top 10 Contacts, in descending order. Invoice value on the Y-axis and Contact on X-axis.

You will be provided with a list of 10 Contacts, ordered in descending value of total value of sent invoices, giving you visibility of the total value of invoices due to be paid by customers, and help you identify which customers have the highest total value of invoices due to be paid.

As a parent chart, you can filter the whole dashboard view by selecting a specific Contact bar in the chart. The whole dashboard will display metrics and visuals pertaining to that specific Contact selection.

Invoices Due by Web Users (Top 10)

Visualisation: A horizontal bar chart displays Web User Names on the Y-axis and the value of invoices due on the X-axis, sorted by outstanding amount from highest to lowest. This allows users to see which web users are creating and sending the highest-value invoices, as well as the total value of invoices generated by the system. Where an invoice document is auto generated by the system, the term Automation will be used instead of a Web User Name.

As a parent chart, you can can filter the whole dashboard view by selecting a specific Web User bar in the chart. The whole dashboard will the display metrics and visuals pertaining to that specific Web User selection.

Overdue Invoice by Days

By selecting a specific age range bar within the chart, you can drill-down into the data, displaying a data grid containing the following data fields:

• • • Invoice Reference
    • Contact Name
    • Job Type
    • Job Reference
    • Created At Date
    • Sent At Date
    • Sent At (Timestamp)
    • Due At Date
    • Due At (Timestamp)
    • Days Overdue Bracket
    • Days To Overdue
    • Days Overdue
    • Total Net Amount
    • Total Tax Amount
    • Total Gross Amount
    • Amount Paid
    • Amount Part Paid
    • Amount Unpaid

Dashboard Global Filters

Dashboard global filters work in a cascading order from top to bottom, meaning that selections made in higher filters affect the options available in the filters below. For instance, if you have a Date Filter at the top and a Parent Contact Filter below it, choosing a date range will update the Parent Contact Filter to show only parent contacts relevant to that date range. If there is another filter, such as a Contact Filter, beneath the Parent Contact Filter, it will further narrow down the options to only those contacts that match both the selected date range and the chosen parent contacts. Think of the filters as a funnel: the top filter sets the broadest criteria, and each subsequent filter narrows down the data further based on previous selections.