Primary Blog/Use Case/Analytics Explainer - Open Invoices

Analytics Explainer - Open Invoices

Intro / Purpose
• We need a dashboard to better understand our current open invoices
• Need to be able to break down to see what is due in the future and what is late
• Important to see both summarized and detailed info to take action

Data Used
• Datasource: QuickBooks Invoice Table
• Key Fields: Date, Due Date, Customer, Invoice, Amount

• High level metrics on open invoice, current vs late, how many customer owe us
• Summary by invoice aging groups
• Listing of top 15 customers that owe us money
• Listing of top 20 open invoices

Sample Questions Answered
• What is our open invoice profile? How much is late?
• Are any large customers a major concern with what they have open?
• Are there any large/late invoices that we should follow up on?

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