Accounts Receivable - SKY Analytics

The Aged Invoices by Customer dashboard is based on data from a daily, scheduled extract. Purpose The customer Accounts Receivable Balance information by Standard Aging Bucket is displayed. Details Sort by each individual aging bucket and/or ...

Purpose The Aged Invoices with Grain Balances dashboard helps determine if a customer has a Grain balance that can be utilized to settle the AR balance. Details The balances shown are updated when any activity is posted in Agvance. Hovering o...

Purpose The Business Influence Overview displays total sales for customers, including the sales of the customers they influence and how those sales are broken out per influencer. The Sales Totals include sales for all fiscal years in Agvance. D...

This dashboard honors user restrictions based on department location. Purpose Card Activity shows Invoices with a card number for reporting purposes. Detail Filter by Date Range, Customer, and/or Product. ...

This Credit Manager dashboard is based on data from a daily, scheduled extract. The Aging Buckets are: Over 90 Days Past Due – The due date is 91+ days past due. 61-90 Days Past Due – The due date is 61-90 days past due. 31-...

Purpose The Customer AR History dashboard displays a customer's ending balance for a selected month in the current fiscal year and Invoices/payments for a selected beginning fiscal month/year and ending fiscal month range. Details The endi...

This dashboard is based on data from a scheduled extract that occurs daily. Purpose The Days Since Last Payment dashboard provides an overview of Payment History by Customer to determine the number of days since a payment was received. Details...

This dashboard is based on data from a scheduled extract that occurs daily. Purpose The Finance Charges Collected dashboard displays the amount of Finance Charges collected each fiscal month compared to the amount of Finance Charges charged eac...

This dashboard honors user restrictions based on customer location. Purpose The Negative Invoice Line Items dashboard gives the ability to see credit Invoices sorted by customer. Details Filter by Invoice Date , Customer Classification Name...

Purpose The Past Due Invoices Dashboard displays an invoice count and dollar amount of past due Invoices by aging bucket, salesperson, top 10 customers, and Invoice location. Details Aging Bucket setup: Over 90 Days Past Due – The...

Purpose The Price Level dashboard gives the ability to see what Price Levels were used on Invoices to make sure the selling product is at the appropriate price. Details This dashboard honors user restrictions based on login location. View spec...

This dashboard honors users restrictions based on Login location. This is similar to the Sales by Quantity but for Dollars instead of Quantity. Purpose The Sales Report shows the Sales by Department Category, Fiscal Year / Quarter / Fiscal Mont...

Purpose The Sales by Quantity dashboard displays sales by quantity categorized by Product , Salesperson , Customer , Location , Department/Inventory Unit and Fiscal Year . Details Each section on the dashboard can act as a filter and mu...

Purpose The Sales by State dashboard shows the sales and profit by state and county. Details Filter by State , County , Department ID , Product ID , Cost Selection , Start Date , and/or End Date . This dashboard is restricted by login...

This dashboard is based on data from a scheduled extract that occurs daily. Purpose The Sales Class Dashboard displays all sales for the company. Details The line graph displays all years and sales classes selected by the Sales Class filter...

The Sales dashboard is based on data from a scheduled extract that occurs daily. This is more of a sales summary.  Purpose This dashboard displays the Sales by Department Category , Fiscal Year>Quarter>Fiscal Month , Location , Sale...

Purpose The Sales Tax Exemption Analysis dashboard includes Summary and Detailed tabs. The Summary tab displays the sales that are taxable and tax exempt, sales by location, top 10 tax exempt customers, top 10 tax exempt products. Details...

This dashboard is based on data from a scheduled extract that occurs daily. Purpose The Sales Volume dashboard displays Sales by Sales Class , Per Year , Per Salesperson , and Per Customer . The first tab shows by dollar amounts and the sec...

Purpose The Salesperson Ranking dashboard displays a year over year ranking of salespeople based on their total sales. The information displayed is based on the salesperson included on the Invoice. Details The Sales Totals reflect YTD informat...

This dashboard is based on data from a scheduled extract that occurs daily. Purpose The Unapplied Cash Analysis dashboard provides a way to view a diary of Unapplied Cash Activity. This information reflects all customers with an Unapplied Cash ...

This dashboard honors user restrictions based on login location. Purpose The Sales by Salesperson Override tab uses the Salesperson Overrides by Department that can be set up on a customer. The dashboard credits the Salesperson utilizing the ...