Edition: Business + Insights Pro Add-on, Enterprise + Insights Pro Add-on
User-level: Permissions are set at an Organisation level by System Administrators
Who this is for: Finance team, principals
Dashboard Explained
Invoice owing (including tax) by office and project, with a full aged-debtors breakdown. Debtors Analysis is the collections prioritisation tool — use it to focus chase effort on the projects and clients holding up the most cash, rather than working through a flat list of outstanding invoices.
Updated in Insights Pro: This dashboard existed in Analytics Plus as "Aged Debtors by Ageing Category" with a PM/Contact/Project breakdown, and has been substantially redesigned for Insights Pro.
How to use it
Sort the table by the oldest aged buckets to identify the clients and projects where payment is most overdue. Drill from Slice into Project, then Project Manager, then down to the individual Invoice Number to find the exact overdue invoice. Contact the PM for context before reaching out to the client — sometimes late payment reflects a disputed invoice or a client relationship being managed carefully. If the oldest buckets are growing over multiple months, review those clients in Aged Debtors Evolution to confirm whether the behaviour is worsening.
Understanding your data
Key Fields | How it's Calculated |
Debtors Inc Tax | Total outstanding invoice amount owed (including tax) |
Debtors 60+ Days | Debtor balance aged 60+ days |
Aged Debtors | Debtor balance broken into age buckets, configured per your organisation's aged debtors settings |
Invoice Owing Inc Tax by Slice | Aged debtor total, broken out by the selected Slice By dimension |
Slice/Project/PM table | Same aged-bucket breakdown at row level, drillable by Slice → Project → Project Manager → Invoice Number |
Visuals
Aged Debtors (donut breakdown by bucket, $ and %)
Invoice Owing Inc Tax by Slice (bar)
Slice / Project / Project Manager table with full aged-bucket columns, drillable down to individual Invoice Number
Filters
Office: filter by Project Office
Discipline: filter by Stage Discipline
Project Manager: filter by Project Manager
Project Status: filter by Project Status
Project Type: filter by Project Type
Cost Centre: filter by Stage Cost Centre
Stage Manager: filter by Stage Manager
Stage Status: filter by Stage Status
Stage Fee Type: filter by Stage Fee Type
Project: filter to a specific project
Slice By: choose the dimension for the aggregated graph visuals
Toggles
Aged bucket presets: jump the whole page to a single aged-debtors bucket at a time, matching the table's column headers and configured per your organisation's aged debtors settings