Accounts Receivable Insights & Risk Management Dashboard
Accounts Receivable Insights & Risk Management Dashboard Customer Account Details: - Unique Customer Account ID for easy identification. - Customer Name, Branch/Location, and Group Category for effective segmentation. 2. Financial Metrics: - Total Customer Balance and pre-approved Credit Limit. - Available Credit Limit: Auto-calculated to show remaining credit capacity. - Days Sales Outstanding (DSO): Tracks payment collection efficiency. - Risk Status: Automatically assessed based on DSO and other key indicators. 3. Transaction Status: - Current Amount, Overdue Amount, and Before Due Amount: All auto-calculated to reflect real-time transaction states. 4. Account Time Frame: - Start Date and auto-calculated End Date to manage payment timelines. 5. Insights & Prioritization: - Highlights Key Accounts that require attention due to overdue amounts or strategic importance. Enhanced Functionality:Visual Indicators: Conditional formatting highlights overdue amoun