The AR Summary Dashboard Explained

The tables and charts in this dashboard provide an overview of your FGRM use and the trends in your AR totals and payments.

 

 

Use the filters at at the top of the page to change the date range and aggregation for some of these charts. Each chart or table can be downloaded as a CSV file if you'd like to use the data for your own reporting and analysis. These charts and tables use data from your accounting package that has been synced to Funding Gates. For QuickBooks Online and Xero users, syncs run automatically. For QuickBooks Desktop users, it is possible that this data is little off from the totals in your accounting package if you have not run a sync recently. 

Below is an explanation of each chart and how it is calculated.

 

Customers Called

This is the total number of customers called by all users in your Funding Gates account for the date range selected in the filter. This total includes calls made using the 'Click to Call' feature in Funding Gates as well as calls that you record as a note in the customer's account history. 

 

Reminder Letters Sent

This is the total number of reminder emails sent by all users in your Funding Gates account for the date range selected in the filter. 

 

Contact Events Recorded

Contact Events include any call, email, or note that is recorded in the customer account history by clicking "Update contact history" on the customer page. The number displayed is the total number of contact events recorded by all users in your Funding Gates account for the date range selected in the filter.

 

Weekly Outstanding & Past Due Totals

This table shows what your AR looked like at the end of each week. The weeks run Sunday to Saturday. This table pulls data that has been synced to Funding Gates. 

This table shows the past four weeks and is not affected by the date filters at the top of the page. To see AR totals from previous months, look at the Outstanding AR chart below. 

 

Weekly Payments Received

This table shows the sum of payments received each week for the past four weeks. Totals are calculated for each Saturday. This table is not affected by the date range filters. 

 

Outstanding AR 

This table shows your total AR broken down into fully current or past due amounts. If you see that your past due amount is growing, you will want to increase your follow-up efforts.

You can filter this table for any date range you'd like. You can also aggregate these totals by month, week or day. Monthly totals display the totals from the last day of the month. Data for the current month, displays the data from yesterday. Totals for the week display data from the end of that week, (i.e. Saturday).  Totals for the current week display the totals from yesterday. 

 

Proportional AR

This chart displays the same information as the Outstanding AR chart; however, it displays the past due and current AR totals as a percentage. 

 

Open Invoice Count

This chart shows the number of open invoices at a specific point in time depending on the date range selected in the filter. Invoice counts for weekly filters are taken from the data for the end of that week, (i.e. Saturday). Invoice counts for monthly filters are taken on the last day of the month. 

 

Have more questions? Submit a request

0 Comments

Article is closed for comments.
Powered by Zendesk