Receivables Management and Analysis Report Template
- Financial Services
- Pharmaceuticals & Healthcare
This template analyses the invoices during a specific period. It highlights the proportion of invoices that were realized early, on-time, late, and disputed. It covers regional and segment performance, and also describes the top customers by value and least delays.
Short description: Template to analyze the invoices by time to realize, region, segments, and top value for the specified duration.
Intended audience: This report is meant for the Accounts management team.
Focus metrics: Proportion of invoices as per region, product segments, top customers that contribute to 80% of the value, average days to collect, details of disputed invoices.
When to use: The user can select any month in the drop-down and the template will show how the company has performed with respect to the KPIs. The template also provides any anomalies that may have occurred at regional/segment levels.
To use this template, simply download it, connect/upload your data to the dashboard, and run the report. Start by exploring our auto-generated business analytics and create a report effortlessly in a matter of minutes. The template gives you the flexibility to customize and add comments, analysis, and insights as per your needs if required.