Principal Sample – AR Trending Performance Dashboard
The Principal Sample - AR Trending performance dashboard helps you track your success in reducing AR over time.
AR Trend Chart
Each chart line on the AR Trend chart represents the trend of the accounts receivable balance for one of your aging categories. If you are using the credit memo feature, the chart includes a chart line for credit memo amounts.
The AR Trend chart illustrates how you can use multiple measures on the same chart.
| Characteristic | Description |
|---|---|
| Chart Type | Line chart |
| Measures |
AR Over 30: Calculated as AR Balance 31-45 + AR Balance 46-60 + AR Balance 61-90 + AR Balance 91-120 + AR Balance Over 120 AR Over 60: Calculated as AR Balance 61-90 + AR Balance 91-120 AR Over 90: Calculated as AR Balance 91-120 + AR Balance Over 120 AR Over 120: Calculated as AR Balance Over 120 Credit Memo Amount |
| Drill Down | From fiscal year to quarter to period |
Credit memo amounts tend to be small compared to AR balances, making it difficult to tell, from the AR Trend chart, what the actual amounts are. To display an amount, position the mouse pointer on that data point on the chart.
Automatic Filter
Vision automatically filters the data to only include projects for which the principal assigned to the project is the current Vision user. If the user is not linked to an employee in Vision, this filter cannot be applied, so the dashboard includes data for all projects.Filter Options
You can filter the data for this dashboard based on any or all of the following:
- Project manager
- Project type
- Project billing client
- Fiscal year (Default: most recent three years)