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a3ERP portfolio analysis with Power BI

We have created a template to analyze the accounts receivable portfolio of a3ERP from Power BI
You can see it in operation and use the demonstration shown below:
Portfolio distribution
The first page shows the portfolio distribution to understand how customers pay, whether by payment document or payment method.
The portfolio is analyzed both in terms of the number of clients and the amount of the effects.
It is clear that the more customers we have who pay in the shortest possible time, and if it can be by direct debit... the better for the company.
Age of the wallet
The second page shows us the outstanding and overdue accounts receivable portfolio, with the age of each item, and the average age of each customer.
It's a quick way to see how many days late customers are who haven't paid yet.
Payment delays
And since some customers have the bad habit of paying late, we've created a third page to see which bills were collected late, and what the average delay is for each customer.
These templates are available to install and connect to your own database. a3ERP

