The first two reports present aged debtors and creditors information. Totals are calculated for aged debt (or credit) at due, 30d, 60d and 90d intervals. Invoices that make up the amounts filter depending on selection and with one click link you back to the Xero invoice. Lifetime Sales Values and individual debtor days per Customer/Supplier are calculated.

The third report - When Revenue is Collected - plots debtor days against revenue/payments made in a Financial Year. Bars are coloured depending on the performance of debtors current fiscal year payment days vs the previous year. Those improving are green, whilst those worsening are red. This allows the easy identification of customers payment history and trend.

You can click on the screen shots below to test drive the template with Demo Company data in Microsoft Power BI online.

Click the button below to download this template.

Once downloaded, open the template in Microsoft Power BI Desktop and connect to your Connectorly database.

This template makes use of Invoices and Contacts tables.