Automated AI Reporting Dashboard
Cloud-based AR intelligence dashboard that replaces spreadsheet reporting with real-time KPI analytics, aging insights and collector performance.
01 — Challenge
The business challenge
Manual reporting
Hours lost every week stitching together spreadsheets.
No real-time view
Leadership saw stale data, never live exposure.
Fragmented sources
Aging, collections and KPIs spread across workbooks.
02 — Solution
Solution overview
Unified data layer
Single cloud source of truth for invoices.
Live KPI dashboards
Outstanding, DSO and collection rate, in real time.
Collector leaderboard
Per-collector performance with drill-downs.
Risk & exposure
Customer concentration and aging at a glance.
Automated sync
Make.com keeps the cloud DB current.
Drill-down reporting
Click any KPI down to invoice records.
03 — Walkthrough
Solution walkthrough
Step 1
01 — Executive KPI overview
A live dashboard surfaces outstanding balance, collected amount, DSO and collection rate the moment data syncs.
Step 2
02 — Aging analytics
Aging buckets break exposure into 0–15, 16–45, 46–90 and 120+ day cohorts with bucket-level drill-downs.
Step 3
03 — Collector performance
Every collector gets a leaderboard with handled invoices, collection rate and disputes — filtered to their book of business.
Step 4
04 — Invoice data repository
Every KPI traces back to the underlying invoice ledger — full transparency from headline number to source row.
04 — Architecture
Workflow & architecture
05 — Technologies
Technologies used
06 — Impact
Business impact
Manual reporting eliminated
100%
Weekly AR reports now run on autopilot.
Visibility on exposure
Real-time
Real-time aging, collections and risk reporting powered by synchronized spreadsheet data.
Refresh latency
<1 min
Sheets → Supabase → dashboard in seconds.
Source of truth
1×
Every KPI traces back to one cloud DB.
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