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Optimizing Receivables Management with Accounts Management Dashboard for a Leading Energy Resource Company

Optimizing Receivables Management with Accounts Management Dashboard for a Leading Energy Resource Company

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    Synopsis

    Technology Stack

    Power BI

    Tableau, SAP

    SQL Server

    Client Overview

    The Client is a leading company in various sectors with prime focus on the use of energy resources.

    Challenge

    The Client wanted to monitor and measure it stands in terms of accounts receivable performance, which would reflect the balance of all money owed to the business from credit sales.

    Solution

    Q3 Technologies developed an accounts receivable dashboard that helps the managers and executives to instantly access both basic and advanced data elements for better understanding of the current state of their receivables and progress towards the organization goals.

    • The dashboard provides the ageing overview
    • This overview categorizes the company’s accounts receivable according to the length of time an invoice that has been outstanding.
    • And, summarizes key performance indicators such as top customers, outstanding amount geography

    Outcome

    Huge reduction in required paperwork
    Instant access to data elements
    Better understanding of current state of receivables & progress

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