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 the 30-day bucket is consistently converting to current within a month, collections are working. If the 90+ day bucket is growing despite collections effort, it's a signal to escalate specific clients to leadership or consider external collections. Pair with Debtors Analysis to identify the specific clients driving the trend.
Understanding your data
Key Fields | How it's Calculated |
0–30 Day Debtors (Monthly Snapshot) | Debtors balance within normal payment terms, captured at the end of each reporting period |
31–60 Day Debtors (Monthly Snapshot) | Debtors balance in the 31–60 day overdue bucket at period end |
61–90 Day Debtors (Monthly Snapshot) | Debtors balance in the 61–90 day overdue bucket at period end |
90+ Day Debtors (Monthly Snapshot) | Debtors balance more than 90 days overdue at period end. Growth in this bucket indicates collections are not keeping pace with invoice ageing |
Monthly Debtors Snapshot | Total debtors balance captured at the end of each reporting period. Requires period-end snapshots — missing periods create gaps in the trend |
Filters
Period: Date range selector (typically 6–12 months)
Office: Filter to one or more offices