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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, recomputes AI signals, and updates your cash flow forecast.