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Accounts receivable dashboard with an automatic AR aging report: outstanding and overdue balances, on-time payment rate, aging and payment status charts, credit sales trend, top overdue customers and projected cash flows.
Overview of the 7 tabs: start here instructions, setup, customer database, AR invoice tracker, AR aging report, customer search and AR dashboard. Excel and Google Sheets.
Accounts receivable dashboard: outstanding, current and overdue balances, percent overdue, on-time payment rate, aging chart, payment status, credit sales trend, top 5 customers by overdue amount, days sales outstanding and projected cash flows.
The accounts receivable dashboard with labels pointing to the month and year selector, days sales outstanding and turnover ratio, the monthly credit sales trend, and the top overdue customers.
AR invoice tracker: customer and billing details with invoice amounts, payments, balance due, payment progress bars, payment status and aging bucket for each invoice.
Customer database: contact details, customer type, lead source, account status, payment terms, credit limit and industry for each customer.
AR aging report for a sample company: each customer's outstanding balance grouped into current, 1 to 30, 31 to 60, 61 to 90 and over 90 days.
The AR aging report in Excel and in Google Sheets side by side. Google Sheets lists the Current column after 90+ days; the amounts are the same.
Customer search: choosing a customer shows a profile card with contact details, outstanding and overdue balances, last payment date, on-time payment rate and that customer's aging.
The separate Accounts Receivable System: customer database, invoice and customer statement PDFs with one-click email, AR tracker and aging reports, and cash flow projections. Customization is available; the link is in the description.
  1. Accounts receivable dashboard with an automatic AR aging report: outstanding and overdue balances, on-time payment rate, aging and payment status charts, credit sales trend, top overdue customers and projected cash flows.
  2. Overview of the 7 tabs: start here instructions, setup, customer database, AR invoice tracker, AR aging report, customer search and AR dashboard. Excel and Google Sheets.
  3. Accounts receivable dashboard: outstanding, current and overdue balances, percent overdue, on-time payment rate, aging chart, payment status, credit sales trend, top 5 customers by overdue amount, days sales outstanding and projected cash flows.
  4. The accounts receivable dashboard with labels pointing to the month and year selector, days sales outstanding and turnover ratio, the monthly credit sales trend, and the top overdue customers.
  5. AR invoice tracker: customer and billing details with invoice amounts, payments, balance due, payment progress bars, payment status and aging bucket for each invoice.
  6. Customer database: contact details, customer type, lead source, account status, payment terms, credit limit and industry for each customer.
  7. AR aging report for a sample company: each customer's outstanding balance grouped into current, 1 to 30, 31 to 60, 61 to 90 and over 90 days.
  8. The AR aging report in Excel and in Google Sheets side by side. Google Sheets lists the Current column after 90+ days; the amounts are the same.
  9. Customer search: choosing a customer shows a profile card with contact details, outstanding and overdue balances, last payment date, on-time payment rate and that customer's aging.
  10. The separate Accounts Receivable System: customer database, invoice and customer statement PDFs with one-click email, AR tracker and aging reports, and cash flow projections. Customization is available; the link is in the description.

Small Business

Accounts Receivable Dashboard with AR Aging Report

$24.99

Digital Download
  • Instant download after payment
  • No sales tax, no hidden fees
  • Excel and/or Google Sheets files
How does it work?

Check out the Youtube video on how to use it below.

What will I get?

1 Excel file and 1 Google Sheets file.

You will receive 1 PDF instruction guide detailing how to save the Google Sheets file to your drive. Additionally, you will receive 1 Excel file compatible with Excel 2021 and later versions.

How will I get the files?

Once your payment is successfully processed, you will receive instant access to download links for your digital product. A confirmation email will also be sent with downloadable links.

Returns & Exchanges?

These are digital products and sales are final. If a template does not work as described, you may report the issue within 7 days of purchase and may be eligible for a refund under the Terms of Service.

About this template

This accounts receivable dashboard template works in Excel and Google Sheets. It is the Accounts Receivable Dashboard with AR Aging Report, designed by a licensed CPA.

What is in the accounts receivable dashboard template

The template includes outstanding and overdue balances, on-time payment rate, aging and payment status charts, credit sales trend, top overdue customers and projected cash flows.

Who uses it

Small business owners and managers who review their numbers each month. See all financial dashboards.

What you receive

One Excel file (Excel 2021 or later), one Google Sheets file and a PDF guide to save the Google Sheets file to your Google Drive.

How does it work?

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