AR dashboard overview: track receivables in real time

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Purpose

Maria (VP Finance) at Acme Corporation opens the dashboard each Monday to see total outstanding balance and aging buckets in one screen — without exporting from ERP system. The dashboard eliminates manual aggregation. It surfaces high-risk accounts and overdue balances so Maria (VP Finance) can set priorities for Jobin (AR manager) as soon as she logs in. Example: Maria (VP Finance) opens the Dashboard and sees the 61–90 days past due bucket has grown overnight — partly driven by Mesa Valley Construction and Redwood Chemical Supply. She messages Jobin (AR manager) to triage the risky five before her finance standup.

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What the dashboard shows

The dashboard surfaces four categories of information at a glance: Current A/R %. Percentage of your total receivables that are not yet past due. Higher is better — it means more invoices are within their payment terms. You can compare the current A/R trend to 30 days, 3 months, 6 months, 12 months, or all time. See Core concepts for how this metric is defined. Aging summary. A donut chart breaks your receivables into five buckets: Current, 1–30 days, 31–60 days, 61–90 days, and 90+ days past due. Each slice shows the dollar amount and percentage so you can see at a glance where overdue balances are concentrating. AI signals. Daylit’s AI continuously evaluates your customers and invoices for payment risk signals — things like Days Beyond Terms, Open invoice age, 90+ Day A/R, and Top Customer Exposure. You can see trends for each of these metrics as well. High-severity (Risky) and medium-severity (Watch) signals are surfaced on the dashboard so you can act on the most pressing risks first. Portfolio health score. A composite health status (Healthy, Monitor, Concern, or Critical) is calculated from three factors: your current A/R percentage, your 90+ day exposure percentage, and your top customer concentration. Each factor has a defined threshold, and the status updates automatically as your data refreshes.

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How data stays current

Dashboard data is sourced directly from your connected accounting integration. Daylit syncs invoice, customer, and payment data on a regular schedule, and the dashboard header shows when data was last refreshed. After each sync, Daylit recalculates aging snapshots and recomputes AI signals. If the dashboard looks stale, check the last synced timestamp first. Then open Settings → Integrations to confirm the accounting connection is Valid.

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Related pages

• AR aging report — Drill into overdue balances by aging bucket and customer.
• AI signals — Understand the risk signals surfaced on the dashboard.
• Manage customers — Open the customer records behind dashboard metrics.
• Manage invoices — Review invoice-level balances, status, and aging.
• Connect integrations — Keep accounting data current.
• CFO journey — See how finance leaders use the dashboard.