Customer AR Aging Analysis

The data model includes measures such as Days Past Due, Days To Pay, Avg Invoice Amount, and various balance amounts related to aging categories, finance charges, and current balance. Views like Customer Aging Balance, Customer Aging Trends, and Customer Aging Details offer insights into customer payment behavior, outstanding balances, and payment statuses, supporting proactive credit and cash flow management strategies.

Benefits of This Data Model

• Enhanced cash flow management: The data model allows for better cash flow management by providing insights into aging balances across different categories for each customer.
• Proactive credit management: The model supports proactive credit management by visualizing trends in customer payment behavior over time, enabling businesses to identify potential issues early on.
• Detailed customer payment analysis: The data model offers a detailed breakdown of individual invoices and payment statuses for each customer, aiding in assessing payment delays and strengthening customer relationships.
• Comprehensive customer aging summary: The model provides a summary of the total outstanding balance and aging status for all customers, facilitating a quick overview of the financial health of the customer base.

Key Performance Indicators (KPIs)

• Days Past Due: The number of days that a customer's payment is overdue.
• Days To Pay: The average number of days it takes for a customer to pay their invoices.
• Avg Invoice Amount: The average amount of an invoice for a customer.
• Last Statement Amount: The total amount stated in the last bill sent to the customer.
• Finance Charge Balance: The total balance of finance charges incurred by the customer.
• Highest Balance Amount: The highest balance amount the customer has had in their account.
• Aging Category 1 Balance: The total balance of outstanding payments in the 1st aging category.
• Aging Category 2 Balance: The total balance of outstanding payments in the 2nd aging category.
• Aging Category 3 Balance: The total balance of outstanding payments in the 3rd aging category.
• Aging Category 4 Balance: The total balance of outstanding payments in the 4th aging category.
• Current Aging Balance: The total balance of outstanding payments that are currently aging.
• Future Aging Balance: The total balance of pending payments that will age in the future.
• Current Balance: The total current balance due from the customer.
• Credit Limit: The maximum credit amount extended to the customer.
• Adjusted Balance: The customer's balance adjusted for any relevant factors.
• Available Credit: The remaining credit available to the customer.
• Pending Payment Amount: The total amount of payments pending from the customer.
• Pending Invoice amount: The total amount of pending invoices awaiting payment.
• Open Sales Orders Amount: The total amount of sales orders that are yet to be invoiced or fulfilled.
• Last Finance Charge Amount: The amount charged in the last finance charge for the customer.
• Last Payment Amount: The amount of the last payment made by the customer.

Available Visualizations

View Name	Description
Customer Aging Balance	Shows outstanding balances by customer aging buckets for better cash flow management.
Customer Aging Trends	Visualizes trends in customer payment behavior over time for proactive credit management.
Customer Average Days Late	Calculates average days late per customer for assessing payment delays and customer relationships.
Customer Aging Summary	Provides a summary of the total outstanding balance and aging status for all customers.
Customer Aging Details	Gives a detailed breakdown of individual invoices and payment statuses for each customer.