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_AR_Aging_Today: Tableau Pro Templates -
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99 KPIs
This page describes DataSelf Pro’s customizable Tableau Templates for AR Aging Today.
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A Tableau Data Source (tds or tdsx file) contains data and a data model that prepares your raw data for powerful reporting. Data Sources include dimensions, hierarchies, measures, and parameters that can be used in reporting. Data sources' (tdx or tdsx files ) data come from source systems' tables (e.g., Item table from your ERP) and are modeled via Tableau Creator (Tableau Desktop and/or Prep).
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Dashboards:
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21 KPIs
A Tableau Dashboard contains one or more Tableau Worksheets and/or other objects such as webpages.
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Dashboard List (with screenshot examples)
– AR Aging: Cust Address (3 KPIs)
– AR Aging: Cust Salesperson (3 KPIs)
– AR Aging: Customer (3 KPIs)
– AR Aging: Overview (3 KPIs): This dashboard has three KPIs: 1) A color-coded Balance chart by Aging Bucket. 2) A grid with the Balance by Aging Bucket; 3) A grid with AR Aging details sorted by the Due Date.
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– AR Balance by Month Due: Aging (3 KPIs)– AR Balance by Month Due: Cust Salesperson (3 KPIs)
– AR Balance by Month Due: Customer (3 KPIs)
– DataSelf Analytics: AR High-Debt Geographies (5 KPIs)
– DataSelf Analytics: AR High-Risk Debt Customers (5 KPIs)
– DataSelf Analytics: AR Debt Global Console (7 KPIs): This dashboard has seven KPIs: 1) The Total Balance. 2) A color-coded Balance chart by AR Aging bucket. 3) A color-coded Balance chart by Salesperson in descending order by Balance; 4) A map with Balance color-coded pie charts by Region. 5) A color-coded Balance chart by Due Date; 6) A color-coded Balance chart by Debt Risk and Customer in descending order by Balance; 7) Balance details by Due Date and Aging bucket.
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Reports:
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15 KPIs
A Tableau Report is a Tableau Worksheet with a grid or chart. Report Naming Convention:
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Customer - AR Aging: Company (1 KPI)
Customer - AR Aging: Core (1 KPI)
Customer - AR Aging: Not Paid Yesterday (1 KPI)
Customer - AR Aging: Salesperson (1 KPI)
Customer - AR Aging: Top Docs by Balance (1 KPI)
Customer - AR Balance by Due Date: Company (1 KPI)
Customer - AR Balance by Due Date: Core (1 KPI): This report has one KPI: 1) A grid with the Balance by Customer and Due Date.
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Customer - AR Balance by Due Date: Salesperson (1 KPI)
Customer - AR Balance by Due Date: Terms (1 KPI)
Customer - AR Balance by Month Due: Company (1 KPI)
Customer - AR Balance by Month Due: Core (1 KPI)
Customer - AR Balance by Month Due: Salesperson (1 KPI)
Customer - AR Balance by Month Due: Terms (1 KPI)
Customer - AR Balance by Projected Payment Date: Company (1 KPI)
Customer - AR Balance by Projected Payment Date: Core (1 KPI)
Customer - AR Balance by Projected Payment Date: Salesperson (1 KPI)
Customer - AR Balance by Projected Payment Date: Terms (1 KPI)
Customer - AR Open Receivables Details: Company (1 KPI)
Customer - AR Open Receivables Details: Core (1 KPI)
Customer - AR Open Receivables Details: Salesperson (1 KPI)
Customer - AR Open Receivables Details: Terms (1 KPI)
Customer - AR Stats: Company (1 KPI)
Customer - AR Stats: Core (1 KPI): This report has one KPI: 1) A grid with AR Stats by Customer.
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Customer - AR Stats: Salesperson (1 KPI)
Customer - AR Stats: Terms (1 KPI)
Subject to change without notice. The actual templates can be slightly different than the documented ones.