See how much money is still open, how old it is and who pays late. The Accounts Receivable Aging Dashboard in Power BI turns an invoice list into a clickable report with Overview, Aging, Customers, Collectors and Trend pages, plus a right-click drill-through to every invoice. Add your invoices to the Excel data file, click Refresh in Power BI, and every card and chart updates.
Watch the Accounts Receivable Aging Dashboard in Power BI walkthrough
Good to know: this is an add-data-and-refresh template, not a live connector to your accounting software. It needs Power BI Desktop (free). The sample data is fictional.
What You Get
- A Power BI .pbix file with Overview, Aging, Customers, Collectors and Trend pages
- Cards for Total Invoiced, Total Outstanding, Total Overdue and Collection Rate, with month-over-month change
- Aging buckets of 0-30, 31-60, 61-90 and 90+ days past due
- Right-click drill-through to a Details page with every invoice behind a number
- Two report-page tooltips (aging bucket and month details)
- 5 synced filters on every page: date range, region, customer segment, collector and a page-specific filter
- An Excel data file with 500 sample invoices, plus a user manual (PDF)
Key Features
Overview Page
Total Invoiced, Total Outstanding, Total Overdue and Collection Rate cards with month-over-month change and trend lines, invoiced and collection rate by month, outstanding by aging bucket, overdue by region and an industry scorecard.
Aging Page
Outstanding by aging bucket (0-30, 31-60, 61-90 and 90+ days), an aging bucket summary with average days past due, outstanding by status and customer segment, and days past due by payment terms.
Customers Page
An overdue Pareto by customer, a customer receivables scorecard with DSO, and outstanding by customer segment.
Collectors Page
Collected amount and collection rate, collection calls, a collector scorecard and overdue by collector.
Trend Page
Invoiced versus collected by month, collection rate by month, and outstanding and overdue invoices by month and by quarter.
Who Is It For?
Finance managers, credit controllers, bookkeepers and business owners who invoice on credit and want a clear picture of what is overdue. It also suits accountants who review receivables for clients.
How to Use
- Download the ZIP and unzip it. It holds the .pbix file, the Excel data file and the user manual.
- Add your invoices to the Excel data file.
- Open the .pbix file in Power BI Desktop and click Refresh.
- Use the five filters to focus on a region, customer segment or collector.
- Right-click any number and choose Drill through to see the invoices behind it.
Comparison
| Feature | This dashboard | Plain invoice list |
|---|---|---|
| Aging buckets 0-90+ days | Automatic | Manual formulas |
| Collection rate and DSO | Cards and scorecards | Build yourself |
| Overdue by customer and collector | Charts and filters | Filter and count by hand |
| Drill-through to invoices | Right-click | Scroll and search |
| Live link to accounting software | No | No |
Frequently Asked Questions
Does it connect to my accounting software?
No. It is an add-data-and-refresh template. Add your invoices to the Excel data file that comes in the ZIP, click Refresh in Power BI, and every card and chart updates. There is no live link to QuickBooks, Xero or any other system.
Do I need Power BI Pro?
No. Open the .pbix file in Power BI Desktop, which is free. Publishing to the Power BI service is optional and is your choice.
What are the aging buckets?
Outstanding balances are grouped into 0-30, 31-60, 61-90 and 90+ days past due, using each invoice’s due date and status.
How does the drill-through work?
Right-click a customer, bucket or month in a visual and choose Drill through to open the Details page with every invoice behind that number.
What are the two tooltip pages?
Hover a bar in the aging bucket chart or a month in the trend charts and a small report page appears with the aging bucket or month details.
Is the sample data real?
No. The 500 invoices in the Excel file are fictional. Replace them with your own invoices and click Refresh.
Can I keep real customer data in it?
Yes, but a Power BI file is only as private as where you store and share it. Keep your copy somewhere access-controlled and share it with named people only.
Get the Dashboard
Download the Accounts Receivable Aging Dashboard in Power BI and see your receivables on one screen. For a collections view by agency, see the Credit Recovery Agencies Dashboard in Power BI. Prefer a workbook? Try the Accounts Receivable Aging Dashboard in Excel, or browse all Power BI templates.
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