Written By Barry Crowell
Accounts Receivable Insights in Dynamics GP with Power BI
Managing accounts receivable is crucial for maintaining healthy cash flow, especially for organizations using Microsoft Dynamics GP. While the Collections Management add-in enhances tracking and follow-up, combining Dynamics GP with Power BI unlocks true analytics power for actionable insights.
In this blog, we’ll explore how to create a new Accounts Receivable Power BI report that consolidates data from Dynamics GP and Collections Management. This report helps finance and AR teams monitor and act on outstanding receivables efficiently.
Key Benefits of the Accounts Receivable Power BI Report
The report provides a comprehensive, consolidated view of important AR metrics, including:
- Invoice status
- Customer aging
- Days outstanding
- Payment history
Unlike static reports, the Power BI dashboard is interactive. Users can explore trends such as Daily Sales Outstanding (DSO) over time, helping identify improvements or delays in customer payments.
Other actionable insights include:
- Comparison of actual vs. estimated cash inflows for cash flow forecasting
- Credit sales vs. outstanding balances to assess exposure risk
- Historical DSO trends to evaluate the effectiveness of credit policies
These insights empower finance teams to make informed decisions, improve collections, reduce aging balances, and enhance financial performance.
Operational Advantages
This Power BI report offers practical, day-to-day benefits:
- Real-time filtering by customer
- Drill-through views for individual payment patterns
- Tracking historical DSO trends and outstanding balances
Whether you are a CFO reviewing AR exposure or a collector planning daily calls, this report turns raw GP data into a powerful decision-making tool.
How Power BI Enhances AR Management
By leveraging Power BI, organizations can:
- Proactively manage late payments
- Minimize financial risk
- Improve overall cash flow
Power BI transforms your existing Dynamics GP or ERP data into actionable insights that drive results.
Learn More and Get Started
Ready to get more from your Accounts Receivable data? KTL Solutions can help you implement Power BI dashboards tailored to Dynamics GP. You can also explore Microsoft Dynamics GP resources for more information on AR management best practices.