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
Average days to pay bills, by supplier contact, office, and month. Time to Pay Analysis shows how quickly the firm is settling supplier bills, and lets you compare payment speed across offices and individual contacts.
New in Insights Pro: This dashboard did not exist in Analytics Plus.
How to use it
Use Time to Pay Analysis to check whether the firm is paying bills within agreed payment terms. Compare Avg Payment Days across offices to identify inconsistent payment practices, and check by Invoice Contact to see whether specific relationships are being paid faster or slower than others.
Understanding your data
Key Fields | How it's Calculated |
Avg Payment Days | Average number of days between bill date and payment, trended monthly |
Avg Payment Days by Slice | Same measure, broken out by the selected Slice By dimension |
Avg Payment Days by Invoice Contact | Same measure, broken out by contact |
Office/Project table | Avg Payment Days by Office and Project, trended monthly |
Visuals
Avg Payment Days by Slice (bar)
Avg Payment Days trend (line, by month)
Avg Time to Pay (Days) by Invoice Contact (bar)
Office/Project table, trended monthly
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
Account Manager: filter by Account Manager
Project Director: filter by Project Director
Primary Contact Name: filter by primary contact
Project Salesperson: filter by salesperson
Supplier Name: filter by supplier
Payment Terms: filter by supplier payment terms
Slice By: choose the dimension for the aggregated graph visuals