Free Accounts Receivable Dashboard Excel Template (Track 15+ KPIs)

Free Accounts Receivable Dashboard Excel Template (Track 15+ KPIs)

7 March, 2022

6.3k Downloads

Download a ready-to-use AR dashboard to track DSO, aging, collections, and cash flow in Excel.

What’s Included in the AR Dashboard Template

  • DSO tracking dashboard
  • Aging analysis (0–30, 31–60, 60+)
  • Collections performance tracking
  • Cash flow visibility
  • Customer-level insights

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CONTENT
What is accounts receivable dashboard?
Key benefits of our Excel-based accounts receivable dashboard template
Who Should Use This AR Dashboard Template
Scaling for growth? Look no further!
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What is accounts receivable dashboard?

Accounts receivable dashboards are visual representations of key performance indicators (KPIs) related to a company’s accounts receivable. They provide real-time data on metrics such as outstanding balances, average collection periods, and customer payment trends. By monitoring these KPIs, businesses can identify areas for improvement and make data-driven decisions to optimize their accounts receivable processes.

Accounts Receivable Dashboard Template made in Excel or on spreadsheets can be used by individuals and companies without IT support and heavy investments. Our free Accounts Receivable Dashboard is an Excel-based template and runs on all versions of Microsoft Excel 2010 and above.

Why Finance Teams Use AR Dashboard Templates

Manual tracking of receivables KPIs across spreadsheets creates delays, inconsistencies, and limited visibility into cash flow.

This Excel dashboard template helps standardize KPI tracking, improve visibility, and support faster decision-making.

Why Finance Teams Use AR Dashboard Templates

Excel-based dashboards require manual updates, lack real-time data integration, and become difficult to manage as transaction volumes increase.

The major KPIs/metrics covered in our free accounts receivable Excel template are:

KPI What It Measures
DSO Average collection period
Aging Overdue receivables
Collection Effectiveness Recovery efficiency
Invoice Cycle Time Billing efficiency

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Key benefits of our Excel-based accounts receivable dashboard template

Here’re some reasons why you’ll love our Excel-based AR dashboard template:

  • No charges: The use of this dashboard is free.
  • Immediate use: Download the AR dashboard and start using it.
  • Easy to use: You only need to replace/enter data to the data with the invoice details and the dashboard will automatically show the results.
  • Customizable: Add new charts/graphs to the dashboard by entering the required data and keying in the basic Excel formulas.
  • Instructions sheet: A sheet is provided within the Excel dashboard with details on how to use the template.
  • Who Should Use This AR Dashboard Template

    • Accounts receivable managers tracking KPIs
    • CFOs monitoring working capital
    • Finance teams managing collections
    • Shared services teams handling AR
    Looking for a complete list of AR KPIs?Explore our guide on Accounts Receivable KPIs

    Scaling for growth? Look no further!

    While accounts receivable dashboard Excel templates are great for solo entrepreneurs, start-ups, and some SMBs, it can be a bit difficult to manage when your invoice volumes increase and team grows. Simultaneous data entry and slower processing speed are some of the challenges that you may face.

    In such a situation, moving toward an AR automation solution from an AR Excel template would be the best trajectory. And we can help you here with our cloud-based, affordable, and quick to implement solution – RadiusOne.

    To know more about RadiusOne, visit our website or talk to one of our experts. We can seamlessly help you transition from an Excel-based AR template to an actual AR automation solution.

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