Receivables dashboard

Plans supporting this feature: Growth Enterprise

1. Overview

Purpose: The Receivables Dashboard provides visibility into outstanding customer payments and overdue invoices. It helps track receivables health and collection performance.

Who it’s for: CFOs, Finance Managers, Accounts Receivable teams, and RevOps

Business Value: By surfacing overdue invoices and receivables, it enables proactive collections, improves liquidity management, and reduces bad debt risk.

2. Key Questions Answered

• How much money is tied up in overdue receivables?

• Which invoices are overdue and by how long?

• What portion of receivables is at risk (e.g., aging buckets)?

• Are collections improving or worsening over time?

• How many invoices remain unsettled or delayed?

3. Metrics & Definitions

• Overdue Receivables

  Total value of receivables not paid by their due date.

  Calculation: Total amount of unpaid invoices with a due date earlier than today

• Overdue Invoices

  Number of invoices past their due date and still unsettled.

  Calculation: Count of all invoices with a due date earlier than today that remain unpaid

• Receivables Aging (by buckets)

  Distribution of overdue receivables by time overdue (e.g., 0–30 days, 31–60 days, 61–90 days, 90+ days).

  Calculation: Total amount of unpaid invoices by days overdue ranges

4. Filters

All the above metrics can be filtered using the following criteria:

• Date (time period selection)

• Country (customer geography)

• Invoice Type – Focus on the billing model driving your revenue.

  • Charge – one-time payments for products or services

  • Customer – manually created invoices in the customer interface

  • Subscription – regular recurring invoices generated by active subscriptions (e.g., monthly or annual plans)

  • Subscription one-time – hybrid invoices combining recurring fees with usage-based or metered charges

  • Subscription one-time instant – immediate subscription invoices created upon activation, often for real-time usage tracking

These filters enable targeted analysis and greater insights into specific dimensions of your revenue performance.

5. Usage Scenarios

• Finance Leader (CFO): Reviews overdue receivables monthly to assess credit risk and adjust collection policies.

• RevOps Manager: Tracks receivables trends to align sales incentives with timely payments and prevent pipeline overvaluation.

• Customer Success Manager: Uses overdue invoice data to spot at-risk accounts where financial strain may lead to churn.