Account Receivables Power BI Dashboards for Microsoft Dynamics
Stay on top of overdue invoices, track DSO trends, and identify credit risks in real-time—giving you the clarity and control to streamline collections, reduce bad debt, and keep your cash flow strong and predictable.
Detail Specific Power BI Account Receivables Reports
- Know every detail of your customer’s payment habits.
- Get insight into customer transactions and analyze balances that are calculated daily for every open document.
- Many measures are calculated as a weighted average for accurate analysis.
- Save the time and money spent on creating & maintaining reports.
- Enjoy lightning-fast reporting with over 150 out-of-the-box Power BI reports developed by business leaders.
- Report on your Dynamics fields, KPI’s and drill down into your data levels.
See walkthrough video.
Receivables Overview Dashboard
Track overdue receivables, payment terms, and sales on credit in one view.
This dashboard gives a clear breakdown by customer, country, and salesperson—helping you manage risk, improve collections, and spot trends in your Dynamics 365 data. Perfect for finance and AR teams looking for immediate insights and better control.
Customer Receivables Table with Risk Indicators
Gain a 360° view of all customer receivables—including overdue amounts, payment terms, profit %, and credit exposure.
Quickly identify risky accounts and prioritize collections using color-coded risk metrics. Grouped by region, country, and salesperson, this dashboard ensures actionable insights for finance, AR, and sales teams using Dynamics 365.
Customer Receivables & Sales Trends
Monitor sales and receivables side-by-side for each customer over time. Spot spikes, drops, or stagnation with visual trend charts grouped by region and customer posting group.
This dashboard helps you evaluate payment behavior and sales consistency—crucial for AR risk and relationship management across Dynamics 365 data.
Receivables Aging by Quarter & Due Buckets
Analyze how your receivables aged over time, broken down by quarter and overdue intervals (30/60/90+ days).
This dashboard reveals historical patterns, late payment trends, and overdue risks by country, salesperson, and payment terms—empowering you to tighten credit controls and speed up collections in Dynamics 365.
Receivables Details with Document Drill-Down
Dive deep into aging buckets and overdue balances by customer and region.
This dashboard highlights top overdue accounts and links directly to each invoice or credit memo—giving finance teams full control and transparency over collections in Dynamics 365.
Open Receivables by Region
Visualize overdue receivables across the globe with an interactive map and detailed customer list.
Instantly spot high-risk regions and clients with overdue balances using geo-location insights. Designed for multinational companies using Dynamics 365, this dashboard helps prioritize collections and manage credit exposure efficiently.
Receivables Overview Dashboard
Track overdue receivables, payment terms, and sales on credit in one view.
This dashboard gives a clear breakdown by customer, country, and salesperson—helping you manage risk, improve collections, and spot trends in your Dynamics 365 data. Perfect for finance and AR teams looking for immediate insights and better control.
Customer Receivables Table with Risk Indicators
Gain a 360° view of all customer receivables—including overdue amounts, payment terms, profit %, and credit exposure. Quickly identify risky accounts and prioritize collections using color-coded risk metrics. Grouped by region, country, and salesperson, this dashboard ensures actionable insights for finance, AR, and sales teams using Dynamics 365.
Receivables and Sales Trends by Month & Year
Track monthly sales, overdue balances, and customer payment behavior across years.
Instantly spot seasonal trends, changes in profitability, and payment delays—filtered by country, customer group, or VAT category. A perfect dashboard for aligning finance and sales teams using Dynamics 365 data.
Stay Ahead with BI4Dynamics
In today's dynamic business environment, having real-time access to accurate and comprehensive financial data is essential. The BI4Dynamics Account Receivables Power BI Dashboard equips you with the tools needed to:
Gain Insights
Enhance Strategic Planning
Improve Operational Efficiency
Get Started Today
Revolutionize your reporting and analysis with BI4Dynamics
1.
Request a Personalized Demo
Explore how BI4Dynamics meets your specific needs.
Consult with our experts to learn how to maximize the solution’s benefits.
2.
Connect your data securely
We will open an unrestricted license, containing all business modules and our customization wizard.
No worries: It will be securely installed on your infrastructure, without interfering with your ERP.
3.
Implement and Empower
Deploy the solution and enhance your team’s capabilities.
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