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
Aged-debtors buckets tracked across the year. Aged Debtors Evolution validates whether collections performance is improving or deteriorating and surfaces clients whose payment behaviour is getting worse over time — before the cash impact becomes critical.
New in Insights Pro: This dashboard did not exist in Analytics Plus.
How to use it
Use Aged Debtors Evolution at the end of each quarter to report on collections progress. If a younger bucket is consistently converting to "not due" or clearing within its window, collections are working. If the oldest bucket is growing despite collections effort, it's a signal to escalate specific clients to leadership or consider external collections. Drill from Aged Debtors Bucket into Slice and then Project to trace a bucket's monthly balance back to specific projects, and pair with Debtors Analysis to identify the clients driving the trend. Remember this data treats credits as paid on the date of issue, which is an approximation.
Understanding your data
Key Fields | How it's Calculated |
Debtors Evolution by Aged Debtors Buckets | Total debtors balance trended monthly, broken into age buckets configured per your organisation's aged debtors settings |
Total | Sum across all aged buckets, trended monthly |
Visuals
Debtors Evolution by Aged Debtors Buckets (area/trend chart)
Aged Debtors Buckets × Month table, with Total row, drillable by Aged Debtors Bucket → Slice → Project
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 (defaults to Aged Debtors Buckets on this page)
Toggles
Aged bucket presets: jump the whole page to a single aged-debtors bucket at a time, matching the table's row headers and configured per your organisation's aged debtors settings