Trade Receivable Dashboard

Developed account receivable dashboard to streamlineclient's invoice management process by centralizing receivables tracking and gaining visibility into payment statuses

About Project

Designed a dashboard to monitor total receivables, payments received, remaining balances, paid amounts, outstanding balances, top debtors, and overdue invoices

Key Characteristics of the dashboard:

KPIs: Total Receivables, Received, Remaining Receivable, Paid, Outstanding
Top Debtors: Identifies high-value debtors for effective collections management
Overdue Invoice Days: Visualizes the number of days past due for each invoice.
Filters: Allows focused analysis by filtering invoices for year-to-date.
Complete Invoice Showcase: Presents comprehensive details of invoices, including paid and outstanding amounts, with filter support for year-to-date exploration.

Key Characteristics of the dashboard:

KPIs: Total Receivables, Received, Remaining Receivable, Paid, Outstanding
Top Debtors: Identifies high-value debtors for effective collections management
Overdue Invoice Days: Visualizes the number of days past due for each invoice.
Filters: Allows focused analysis by filtering invoices for year-to-date.
Complete Invoice Showcase: Presents comprehensive details of invoices, including paid and outstanding amounts, with filter support for year-to-date exploration.

Key Characteristics of the dashboard:

KPIs: Total Receivables, Received, Remaining Receivable, Paid, Outstanding
Top Debtors: Identifies high-value debtors for effective collections management
Overdue Invoice Days: Visualizes the number of days past due for each invoice.
Filters: Allows focused analysis by filtering invoices for year-to-date.
Complete Invoice Showcase: Presents comprehensive details of invoices, including paid and outstanding amounts, with filter support for year-to-date exploration.

Key Characteristics of the dashboard:

KPIs: Total Receivables, Received, Remaining Receivable, Paid, Outstanding
Top Debtors: Identifies high-value debtors for effective collections management
Overdue Invoice Days: Visualizes the number of days past due for each invoice.
Filters: Allows focused analysis by filtering invoices for year-to-date.
Complete Invoice Showcase: Presents comprehensive details of invoices, including paid and outstanding amounts, with filter support for year-to-date exploration.

Client

Selenium Traders

Client

Selenium Traders

Role

Tableau Developer, Designer

Role

Tableau Developer, Designer

Services

BI, Dashboard Development, Data Visualization

Services

BI, Dashboard Development, Data Visualization

Tableau Live Dashboard

Tableau Workbook

Tableau Live Dashboard

Tableau Workbook

Dataset

Excell Sheets

Dataset

Excell Sheets

"This streamlined invoice management, enabling the client to prioritize collections and make informed financial decisions. Its user-friendly interface, comprehensive invoice showcase, and efficient filters improved receivables tracking and overall efficiency"

Waqas Ahmad – Tableau Developer

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