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, 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, from the top menu select "Account Settings", followed by "Settings". From the side menu, select "Web Users" and then "Add – edit". Choose a web user and select to "Edit". From within the "Dashboard" tab , select the "Viewer" radio button.

Once permission has been granted, navigate to the within BigChange. For more information, see article Business Intelligence Dashboards – BigChange

Summary of Invoices Due

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

As 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

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

As 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

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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.

By 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)

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.

As 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)

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.

As 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

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

By 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