Purpose
To categorize and track outstanding client invoices by aging buckets (e.g., 0-30, 31-60, 61-90, 90+ days) and by client, helping the firm assess cash flow risk and prioritize collections.
Visualization Type | Pivot Table |
Liveboard | Billing Dashboard |
Tab | Aged Receivables |
Function | Billing |
Filters | Includes
Excludes Archived invoices Inactive or archived clients Invoices with zero balances |
Need-to-Know Glossary of Terms
Client Name - Customer name, if a display name exists, that will be the primary search term. If there is no display name, first and last name will be displayed.
Invoice Number - Unique number assigned to each invoice.
Invoice Total - Includes all line item totals, discounts, and taxes.
Invoice Due Date - Date an invoice is due.
Invoice Status - Status of an invoice (e.g., saved, sent, viewed)
Invoice Balance - Invoice remaining balance
Days Overdue Formula - Calculates how many days an invoice is overdue by finding the difference between today's date and the invoice due date.
diff_days(today(), Invoice Due Date)
0-30 Days Overdue Formula - Calculates the sum if the days overdue are greater than 0 but less than or equal to 30.
sum_if(Days Overdue > 0 and Days Overdue <= 30, Invoice Balance)
30-60 Days Overdue Formula - Calculates the sum if the days overdue are greater than 30 and less than or equal to 60.
sum_if(Days Overdue > 30 and Days Overdue <= 60, Invoice Balance)
60-90 Days Overdue Formula - Calculates the sum if the days overdue are greater than 60 but less than or equal to 90.
sum_if(Days Overdue > 60 and days Overdue <= 90, Invoice Balance)
91+ Days Overdue Formula - Calculates the sum if the days overdue are greater than 90.
sum_if(Days Overdue > 90, Invoice Balance)
Total Overdue Formula - Sums the totals of the 0-30 days, 30-60 days, 60-90 days, and 90+ days overdue.
0-30 Days Overdue + 30-60 Days Overdue + 60-90 Days Overdue + 91+ Days Overdue
Current Formula - Calculates the sum if the days overdue are less than or equal to 0.
sum_if(Days Overdue <= 0, Invoice Balance)
Report Structure Overview
Invoice Balance Filter - Filter showing that zero balance invoices are being excluded from this report
Client is Archived Filter - Filter showing that archived clients are not included in the revenue total
Invoice is Archived Filter - Filter showing that archived invoices are not included in the revenue totals
Client is Active Filter - Filter showing that active clients are being included in the revenue
Row - Client Name
Column - 1-30 Days Overdue Formula
Column - 31-60 Days Overdue Formula
Column - 61-90 Days Overdue Formula
Column - 91+ Days Overdue Formula
Column - total Overdue (Sums the totals of the 0-30 days, 30-60 days, 60-90 days, and 91+ days overdue formulas)
Column - Total Current (Formula that sums an invoice if the days overdue are less than or equal to 0)
Column - Total Balance (Current remaining invoice balances)
Suggested Modifications: Did you know the reports are interactive?
If you hover over a client name and right-click, you'll see a menu appear with options to drill down, see underlying data, or exclude/include only the client name.
Primary Use Case Scenario
The Accounts Receivable Team use this report during weekly or monthly finance meetings to identify clients with overdue balances and track the aging of unpaid invoices.
Actionable Insights
Clear visibility into which clients are contributing most to outstanding AR and increase accountability across client facing teams to ensure timely billing and communication.