Invoice Number
- Requirement
- Required
- Example
- INV-2048
- Purpose
- Needed for the core workflow
Upload invoice data to visualize outstanding balances, overdue amounts, aging buckets, customer concentration, payment status, and collection priorities.
Supports structured .csv and .xlsx files. Public examples use synthetic data. Review VizMint's current privacy and retention policy before uploading sensitive information.
Use the fixed preview below to switch between the source spreadsheet and a dashboard sample. Open the full demo in a new tab for every KPI and chart.
Accounts Receivable Aging Dashboard
Interactive preview from the sample receivables aging dataset
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Total Records
48
rows in sample
Total Original Amount
2,983,905
sum of Original Amount
Total Amount Collected to Date
2,106,546
sum of Amount Collected to Date
Bin width 10,000 · 48 observations
Full dashboard with all KPI details and 6 charts is on the demo page.
Open full demoThe sample contains 48 aging records covering 781 invoices across 4 departments. Charts and KPI cards are generated from the same JSON dataset.
Sample totals: $877,360 outstanding, $763,142 overdue, and $213,377 in the 61+ day bucket — with aging amounts linked to the source rows.
Prioritize collection work by customer, balance, due date, aging bucket, and invoice status.
Financial reporting is useful only when every total can be traced to a defined period, category, and source row. A reliable analysis explains what a number includes, what it excludes, and which decision it supports.
The sample covers 781 invoices with $877,360 outstanding, including $213,377 in the 61+ day bucket.
The workflow is designed around clear field requirements, visible formulas, reproducible sample data, and results that reconcile to the spreadsheet.
Accounts receivable aging should use due dates, current outstanding balances, statuses, and a defined reporting date. The workflow distinguishes original invoice value from the amount still outstanding and explains the aging-bucket boundaries.
The result brings the most important metrics, trends, and exceptions into one view, while keeping the supporting records available for review.
Follow the same dataset from source rows to the generated dashboard preview. The spreadsheet table, KPI cards, and charts all come from one JSON sample, so every visible result can be checked against the source.
The source preview highlights the exact columns and representative rows used by the workflow.
| Date | Quarter | Aging Bucket | Department | Original Amount |
|---|---|---|---|---|
| 2025-07-01 | Q3 2025 | Current | Enterprise Sales | 91,728 |
| 2025-07-01 | Q3 2025 | 1-30 Days | Mid-Market Sales | 53,334 |
| 2025-07-01 | Q3 2025 | 31-60 Days | SMB Sales | 31,688 |
| 2025-07-01 | Q3 2025 | 61+ Days | Channel Sales | 17,296 |
| 2025-08-01 | Q3 2025 | Current | Enterprise Sales | 110,311 |
The finished output includes the KPI cards, charts, tables, and report views described below.
Bin width 10,000 · 48 observations
VizMint works best when every column has one clear heading and each row represents one consistent record. Fields that are not available should not be invented; dependent outputs should be hidden or clearly marked as unavailable.
| Column | Requirement | Example | Purpose |
|---|---|---|---|
| Invoice Number | Required | INV-2048 | Needed for the core workflow |
| Customer | Required | CUST-2048 | Needed for the core workflow |
| Due Date | Required | 2026-06-01 | Needed for the core workflow |
| Outstanding Balance | Required | 12500.00 | Needed for the core workflow |
| Invoice Date | Recommended | 2026-06-01 | Adds an important comparison or breakdown |
| Status | Recommended | Open | Adds an important comparison or breakdown |
| Original Amount | Recommended | 12500.00 | Adds an important comparison or breakdown |
| As-of Date | Recommended | 2026-06-01 | Adds an important comparison or breakdown |
| Payment Date | Optional | 2026-06-01 | Adds detail when present |
| Currency | Optional | USD | Adds detail when present |
| Department | Optional | Sales | Adds detail when present |
| Dispute Status | Optional | Open | Adds detail when present |
The sum of outstanding balances across all valid records in the selected scope.
The sum of overdue balances across all valid records in the selected scope.
Outstanding balances that are not yet past due as of the reporting date.
Outstanding amounts past due by 1 to 30 days.
Outstanding amounts past due by 31 to 60 days.
Outstanding amounts past due by 61 to 90 days.
Outstanding amounts past due by more than 90 days.
The number of customers with at least one overdue invoice.
| Chart or Output | Required Fields | Business Question |
|---|---|---|
| Aging-Bucket Distribution | Aging bucket, outstanding balance | How is outstanding balance distributed across aging buckets? |
| Aging by Customer | Customer, aging bucket, outstanding balance | Which customers drive exposure in each bucket? |
| Largest Overdue Customers | Customer, overdue balance | Which customers need collection attention first? |
| Outstanding Trend | Date, outstanding balance | How is receivables exposure changing over time? |
| Status Breakdown | Status, outstanding balance | How do open, disputed, and other statuses compare? |
| Monthly Invoicing vs Collections | Month, original amount, amount collected | Are collections keeping pace with invoicing? |
Upload the workflow-specific sample or a user file.
Select the correct worksheet when the workbook contains multiple sheets.
Confirm the detected header row and field mapping.
Review the data preview, exclusions, and validation warnings.
Generate the dashboard, chart, report, presentation, or answer.
Review KPI values, calculations, charts, and source traceability.
Save, share, or export using capabilities available on the active plan.
| Metric | Formula or Method | Required Fields | Important Rule |
|---|---|---|---|
| Days Past Due | Max(0, as-of date − due date) | Due date and as-of date | Paid, cancelled, or credit-note records require status handling. |
| Aging Amount | Outstanding balance assigned to one aging bucket | Outstanding balance and days past due | Use outstanding balance rather than original invoice amount. |
| Problem | Recommended Fix |
|---|---|
| Original invoice amount used instead of balance | Document the rule, standardize the source data, and validate the corrected result before generation. |
| Paid invoices marked open | Document the rule, standardize the source data, and validate the corrected result before generation. |
| Missing due dates | Add the missing field when available; otherwise hide dependent metrics and explain the limitation. |
| Credit notes entered incorrectly | Document the rule, standardize the source data, and validate the corrected result before generation. |
| Duplicate invoice numbers | Use a stable identifier, review repeated rows, and remove or reconcile duplicates before calculation. |
Available sharing and export options depend on the live VizMint plan. Publish only capabilities confirmed in production, such as saving the analysis, downloading images or PDF files, exporting PowerPoint, creating private links, refreshing a saved report, or removing branding on eligible plans.
Do not hardcode plan limits, file-size limits, privacy promises, or export features until product and billing owners confirm them.
VizMint analyzes exports; it does not replace the accounting, CRM, help-desk, HR, warehouse, advertising, or project-management system that produced them.
Upload a structured CSV or Excel file to generate the supported metrics, charts, and comparisons for this workflow.