Bill on time, get paid on time: The importance of the AR Report for a professional services organization

January 9 2021

In my last article I talked about the strategic importance of cash on hand for a professional services organization and how a management team can accurately and consistently monitor it. In this article, I want to talk about the importance of the Overdue Accounts Receivable (AR) Report.

As a professional services firm, most of our revenue comes from project-based delivery of services. We have some top-line revenue from the subscription services we sell like Dynamics 365, but it is not significant. So, our primary source of revenue is services. We needed to ensure we bill on time, get paid on time. So we developed our Power BI AR report as shown below:

So let's dive in! A few things to note in the above report:

About Anil Shah

Anil Shah is CEO of CloudFronts Technologies. Anil has worked in the Microsoft Partner channel in New York & Washington DC for several years before returning to India. His goal is to help companies all over the globe to get the most out of their Dynamics 365 deployments.

CloudFronts is a Microsoft Certified Gold Partner which offers complete Dynamics 365 (CRM, Operations and Financials) implementations, Power BI Analytics, Office 365 and Azure Infrastructure services. The team has deep expertise in delivering and supporting the customers through all aspects of their implementation from strategic technology consulting and roadmap, requirements assessments, project implementation, training, migration to post go live managed services and support. 

CloudFronts commenced its operations in the year 2012 to empower organizations around the world, do more with technology. Check out our customer success story here-

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