Reporting & Dashboards

Last Updated: 2025-12-02 10:22 UTC

Personas: CFO / Controller / A/R Manager / Sales / CSM

What you'll learn

• Navigate core dashboards and saved views.
• Understand key metrics like DSO, aging buckets, and email health.
• Export data and share insights with stakeholders.

Step-by-step

1. Explore the CFO dashboard.
   • Access Dashboards -> CFO Overview to view DSO trend, total AR balance, dispute cycle time, and promise adherence.
   • Use filters for segment, geography, or customer tier to understand what drives movements.
2. Monitor collections performance.
   • The Collections Overview dashboard tracks coverage %, latency, and email health. Drill into segment tiles for queue status and Autopilot mix.
   • Saved views let you capture a weekly baseline for leadership reviews.
3. Check the Customer Portfolio snapshot.
   • Go to Accounts -> Customers and review the top-row Portfolio snapshot cards: open exposure, past-due exposure, cadence coverage, and the highest-risk segment.
   • Hover the (i) icons to understand how each metric is calculated, then use the remaining segments grid to see where cadence coverage is thin.
4. Use the Invoice workspace.
   • Open Accounts -> Invoices to see the new Portfolio pulse chips (hotlist exposure, due-in-7-days, owner coverage).
   • Switch between Risk hotlist, Current cycle, and Paid tabs, then apply the horizontal status/owner/DPD filters to narrow the table.
   • Click any row to drive actions from the inspector: recommendations, assignment reminders, quick links to Account 360, Work Queue, and portal links.
5. Review Account 360.
   • Under Accounts -> Account 360, see invoice history, communications, promises, and disputes per customer.
   • Sales and CSMs can download a summary PDF before customer calls.
6. Export and share insights.
   • Use Export -> CSV/PDF on any dashboard to share data externally. Exports include filters and timestamps for audit clarity.
   • Schedule weekly email summaries to CFOs or Sales leaders so everyone stays aligned on progress.

Success checks

• Dashboards are reviewed in the weekly finance meeting with clear follow-up actions.
• Exported reports align with ERP totals within 1% variance.
• Account 360 summaries are referenced in renewal and escalation calls.

Common pitfalls

• Too many saved views. Keep a curated list so teams know which view to trust.
• Ignoring email health. Deliverability dips often precede cash slowdowns--act quickly.
• Sharing raw exports widely. Use PDFs for external audiences to avoid exposing sensitive invoice details.

Related pages

• Next step: Settings Overview
• CFO Guide
• Collections Queue

Account 360

Account 360 is a read-only, customer-level summary that surfaces invoices, communications, promises, disputes, and health indicators. Use it before executive reviews or renewal conversations to provide context without switching systems.