Invoices Due Dashboard

  • Updated

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.

Does your navigation menu bar look like this? 

imageNewnav.png
Read our Support article about changes we are making, New BigChange Navigation Bar – BigChange

 

Accessing Dashboards

Accessing the DashboardsTo access the data visualisation dashboards, users will need to be granted permission. Currently, any user that has either the role permissions “Administer the account full access” or  “Administrate web users” can enable access to the dashboards, on a user by user basis.

Access is provided by the allocation of a Dashboards “Viewer” license.

To allocate/unallocate a viewer license, navigate to [Top menu] Profile (icon)  Admin Settings  Web Users [side menu] Add – edit User [select] Edit Dashboard [tab] -> Viewer [radio button]

Inv-Due-01.png

Once permission has been granted, navigate to the Analytics and Reporting Tab within BigChange


 

Summary of Invoices Due

Visualisation

Pie chart showing the count and value of unpaid invoices with “Created” and “Sent” statuses.

 

Inv-Due-2.png

Users will be able to identify and analyse invoices that are due and establish their value.

ResourceUD-5.pngAs a parent chart, the user can filter the whole dashboard view by selecting a specific invoice status in the pie chart. The whole dashboard will display metrics and visuals pertaining to that specific status selection.


 

Invoices Due Trend

Visualisation

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

 

Inv-Due-3.png

Users will be able to quickly identify trends or patterns emerging. E.g. are the total invoice amounts going up or down over time.

ResourceUD-5.pngAs a parent chart, the user 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

Vertical bar chart showing invoice age in days on the X-axis (age brackets – Below 30, 30 to 59, 60 to 89, 90 to 119, 120 to 149, 150 to 179, 180 and above) and the value of Invoices (outstanding amounts – unpaid and part paid) on the Y-axis.

 

Inv-Due-4.pngSelect image to enlarge

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

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

ResourceUD-3.pngBy selecting a specific age bar within the chart, users 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
      • Invoice Created Date
      • Invoice Sent Date
      • Invoice Due Date
      • Days Overdue
      • Days to Overdue
      • Invoice Amount (ex VAT)
      • VAT Amount
      • Invoice Amount with VAT
      • Amount Paid
      • Amount Unpaid
      • Amount Part-paid

 

Invoices Due By Contact (Top 10)

Visualisation

Horizontal bar chart showing the total value of “Sent” invoices by customer (Top 10), in descending order. Invoice value on the Y-axis and customer on X-axis.

 

Inv-Due-5.png

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

ResourceUD-5.pngAs a parent chart, the user 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

Horizontal bar chart showing the web user name (or the term “Automation” when the invoice document is auto generated by the system) on the Y-axis and value of invoices due on X-axis, in descending order of outstanding amount.

 

Inv-Due-6.png

Users will be able to identify which Web Users are creating and sending the most valuable invoices, and the value of invoices generated by the system.

ResourceUD-5.pngAs a parent chart, the user 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

Visualisation

Vertical bar chart showing the age of overdue invoices in days on the X-axis (age brackets: Below 30, 30 to 59, 60 to 89, 90 or above) and the value due on the Y-axis.

Inv-Due-7.pngSelect image to enlarge

Users will be able to identify how long invoices have been overdue and their associated value.

ResourceUD-3.pngBy selecting a specific age range bar within the chart, users will be able to drill-down into the data, displaying a data grid containing the following data fields:

      • Contact Name
      • Job type
      • Job Reference
      • Invoice Created Date
      • Invoice Sent Date
      • Invoice Due Date
      • Days Overdue
      • Days to Overdue
      • Invoice Amount (ex VAT)
      • VAT Amount
      • Invoice Amount with VAT
      • Amount Paid
      • Amount Unpaid
      • Amount Part-paid

 

Dashboard Global Filters

  • Due Date – Date range filter based on invoice due date.
  • Invoice status (to allow user to toggle between “Created” and “Sent” invoices).
  • State (to allow user to toggle between “Cancelled” and “Not Cancelled” invoices).
  • Contact Group – Multi selectable, defaults to all.
  • Contact Name (Child contact) – Multi selectable, defaults to all.
  • Web User Group Name – Multi selectable, defaults to all.
  • Web User Name {including auto-generated as a user) – Multi selectable, defaults to all.