AR Payments
The data model includes measures for Total Billed, Total Due, Payment Amount, Payment Applied, Credit Applied, and Remaining Amount. Views such as AR Payments and Top 10 Overdue by Customer offer insights into accounts receivable payments and top customers with the highest overdue payments. The model helps track invoiced amounts, outstanding balances, received payments, credited amounts, and remaining balances effectively for strategic decision-making in managing customer accounts.
Benefits of This Data Model
- Improved Accounts Receivable Management: The data model facilitates tracking of invoiced amounts, outstanding balances, received payments, credited amounts, and remaining balances for effective accounts receivable management.
- Enhanced Customer Insights: Through dimensions such as Customer Type, Country, and Territory, the model offers detailed customer segmentation for better understanding and targeting.
- Timely Payment Tracking: With measures like Payment Amount and Payment Applied, the model enables accurate tracking of payment statuses and amounts received.
- Strategic Decision Making: By providing insights into Top 10 Overdue Customers and AR Payments, the model supports strategic decision-making in managing customer accounts for improved cash flow and collections.
Key Performance Indicators (KPIs)
- Total Billed: The total amount invoiced for goods or services provided to customers.
- Total Due: The total outstanding amount that customers are required to pay for previously billed goods or services.
- Payment Amount: The total amount of payment received from customers towards their outstanding balances.
- Payment Applied: The amount of payment that has been applied specifically to reduce the outstanding balances on customer accounts.
- Credit Applied: The amount of credit received or applied to customer accounts that can offset future purchases or outstanding balances.
- Remaining Amount: The outstanding balance remaining after deducting payments and credits applied from the total amount due.
Available Visualizations
| View Name | Description |
|---|---|
| AR Payments | Provides a detailed record of all accounts receivable payments received. |
| Top 10 Overdue by Customer | Presents a list of the top 10 customers with the highest overdue payments. |