Monitoring debtor data using the Debtors Power BI Dashboard

Date Range

Date range of the displayed data.

You can filter the dashboard content by adjusting the dates using either:

• text fields
• slider.

Payments v Charges

Total payments compared to total charges.

You can select a segment of the donut chart to highlight the selected segment and filter the dashboard content.

Charges by Statement Group

Total debtor charges by statement group.

You can select a segment of the donut chart to filter the dashboard content.

Total Owing by Date

Total debtor charges owing by date.

You can:

• hover over the graph to view a popup summarising the total owing at the specified date.
  
• click a location of the graph to filter the dashboard content.

Debtor Payments This Year vs Last Year Date

Total debtor payments compared to last year by date.

You can:

• hover over the graph to view a popup summarising the data at the specified date
  
  
  Note: Hovering over the This Year (light grey) graph only displays the current year's figures.
  
  
• click a location of the graph to filter the dashboard content.

Difference

Difference in debtor payments compared to last year.

You can:

• hover over the graph to view a popup summarising the difference at the specified date
  
• click a location of the graph to filter the dashboard content.

Debtor Information

List of debtors including each debtor's:

• Synergetic ID
• Mailing name
• Current amount owing.

You can select any debtor record to display only their data in the dashboard content .

Debtors in credit

List of debtors currently in credit.

You can select any debtor record to display only their data in the dashboard content

Ranking

Used to filter the number of records displayed in the Top Debtors by Name tile.

Top Debtors by Name

Ranking of the top debtors.

You can:

• use the Ranking tile to change the number of displayed records
• select a debtor to display only their data in the dashboard content.