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Product Update calendar    Mar 15, 2024

Insights Dashboard: Understand Your Accounts Receivable and Cash Flow

Understanding your accounts receivable and cash flow is crucial for making informed decisions and ensuring financial stability. With Resolve's Insights dashboard, accessing data and trends into your invoicing activity and financial metrics has never been easier.

Want to increase B2B sales revenue by offering net terms? Learn more about how we can increase your cash flow and streamline your AR & B2B Payment processes by getting in touch with our team!

Solution Summary

Within your Resolve dashboard, you have access to six different accounts receivable and cash flow reports under the “Insights” tab. These reports provide a comprehensive overview of your financial health by pulling data from invoices sent through Resolve.

In addition, you can still export data from the dashboard to create more detail reports when needed -- these charts are provided to help you understand your invoicing activity and financial metrics at a glance. 

Current Features

  1. Total Outstanding Balance: See the sum of unpaid balances across all your open invoices.
  2. Invoicing Activity Insights: Find the volume and average amount of invoices you've sent in the last six months.
  3. Cashflow Unlocked: Illustrates the total value of advanced payouts you've received from Resolve in the last six months.
  4. Available Credit: Track the total available credit, summing approved credit lines for all your approved customers.
  5. Total Exposure Balance: Depicts your total risk exposure based on current outstanding invoice balances, factoring in advances and payments received.
  6. AR Aging Balance + Past Due Breakdown: Gain insights into current and past due balances on net terms invoices over the last 12 months, along with the aging distribution of past due balances.

Future Improvements

We're constantly striving to enhance your experience with Resolve. Based on feedback we've received, here are some features we're considering for future iterations:

  • Ability to select the timeframe or dates of the data shown.
  • Ability to compare historical changes for deeper insights.
  • Ability to drill down on the invoice and customer level for more granular analysis.
  • DSO (Days Sales Outstanding) insights to further optimize your financial management.

Have Your Say

Your feedback is invaluable in shaping the future of Resolve. Please don't hesitate to reach out to your Resolve representative to provide feedback or submit requests for future iterations. We're here to support your financial success every step of the way.

Resources for Resolve Merchants

 


 

Want to increase B2B sales revenue by offering net terms? Learn more about how we can increase your cash flow and streamline your AR & B2B Payment processes by getting in touch with our team!

Resolve - Head of Marketing

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