AR Tab – DDS Insight Dashboard
The AR (Accounts Receivable) tab is a newly introduced feature within the DDS Insight Dashboard in Zenople by Aqore. This enhancement provides finance teams and decision-makers with a centralized, visually intuitive interface to monitor outstanding balances, aging buckets, payments, and Days Sales Outstanding (DSO).
By consolidating critical AR metrics into interactive tiles and charts, this feature enables better financial oversight, supports cash flow management, and improves data-driven decision-making.
Key Client Benefits:
- Enhanced Visibility: Real-time insights into outstanding balances and aging buckets.
- Improved Financial Control: Monitor payments and DSO trends for proactive management.
- Operational Efficiency: Interactive charts and drill-down capabilities for quick analysis.
Filters:
- Date Picker (As of date): Allows users to define a specific date for generating and viewing data accordingly.
- Entities Field: Enables users to select one or more offices for which they want to view insights.
By default, the most recent available AP date with corresponding data will be selected, while future AP dates will remain disabled.
Functionality
1. Feature Location & UI
- Location: New tab named "AR" added under DDS Insights navigation alongside tabs like Recruiting, Workforce, Jobs & Assignments, Sales & CRM, Finance, Risk, Productivity, and Trends.
- UI Consistency: Matches existing DDS Insight design standards for layout, styling, and color scheme.
2. Metric Tiles (Real-Time KPIs)
Displays calculated values for key AR metrics (Tenant Level).These tiles are calculated based on “As of date” logic.
Primary KPIs:
Metric | Description |
Outstanding Balance | Sum of all outstanding invoice balances across aging buckets. |
DSO (Days Sales Outstanding) | Average of invoices currently due (due date passed). |
Past Due Invoices | Count of overdue invoices with remaining balances. |
Invoice Payments | Sum of payments received against invoices for the period. |
Organization Payments | Sum of payments received from customer organizations for the period. |
Aging Buckets (Amounts & Counts):
Bucket | Amount Description | Count Description |
Current | Sum of AR balance for current period | Count of current AR balances |
1-30 | Sum of AR aged 0-30 days | Count of AR aged 0-30 days |
31-60 | Sum of AR aged 31-60 days | Count of AR aged 31-60 days |
61-90 | Sum of AR aged 61-90 days | Count of AR aged 61-90 days |
90+ | Sum of AR over 90 days old | Count of AR over 90 days old |
3. Graphs & Charts
Interactive visualizations with hover details:
- AR Aging (Amounts) Bar Graph: Displays aging buckets (Current, 1-30, 31-60, 61-90, >90) with corresponding amounts.
- Payments & DSO Chart:
- Bar graph (Payments – Last 12 Months): Invoice Payments and Organization Payments over weeks.
- Line graph(DSO Trends By Week): DSO trend overlaid on payments bars.
- AR Balance by Organization Buckets: Collapsible cards showing values per Organization:
Example:- Office: ABA
- Current: $280,000
- 1-30: $150,000
- 31-60: $90,000
- 61-90: $55,000
- >90: $38,000
This AR dashboard provides comprehensive financial visibility, helping teams identify collection priorities and optimize cash flow management.