An accounts receivable dashboard template is an Excel workbook that turns your open invoices into the key AR metrics: total receivables, percent overdue, days sales outstanding (DSO), AR turnover, and an aging breakdown, with a chart. You enter invoices on a data tab and the dashboard updates automatically.
The free template below calculates 5 KPIs, total AR, percent overdue, 90+ days AR, DSO and AR turnover, and draws an aging bar chart, all from your data. Add your annual net credit sales in one cell to unlock DSO and turnover. It works in Excel and Google Sheets and uses only SUM, SUMIF, IF and TODAY.
A good AR dashboard answers one question fast: is our cash collection healthy or slipping? These 5 KPIs plus an aging chart give you that picture at a glance. For the weeks ahead, pair it with an accounts receivable forecast template that dates expected receipts.
- The template ages each open invoice from its due date into Current, 1-30, 31-60, 61-90 and 90+ days.
- 47% of surveyed small businesses reported some invoices overdue by more than 30 days (Intuit QuickBooks 2025 Late Payments Report).
AR Dashboard Template: The 5 KPIs to Track (Free Excel) (1:14)
Video chapters and transcript
- 0:00 Short answer
- 0:22 Five KPIs and a healthy guide for each
- 0:39 DSO = AR / (annual credit sales / 365)
- 0:57 Works in Excel and Google Sheets
What should an accounts receivable dashboard show? An accounts receivable dashboard turns your open invoices into the key AR metrics: total receivables, percent overdue, days sales outstanding, AR turnover, and an aging breakdown with a chart. You enter invoices on a data tab, and the dashboard updates automatically.
The free template on accounting.events shows five KPIs. Keep ninety-plus days AR under ten percent of the total. Aim for days sales outstanding under forty-five days, and an AR turnover of five to ten times a year.
Days sales outstanding is total receivables divided by average daily credit sales. Enter your annual net credit sales once, and DSO and turnover calculate for you. The dashboard also charts AR by aging bucket, so you see what is current and what is at risk.
It also opens in Google Sheets. The formulas carry over, and in some versions of Sheets you may need to insert the chart again.
The KPIs in the dashboard
| KPI | What it tells you | Healthy guide |
|---|---|---|
| Total accounts receivable | Total cash owed to you | Track the trend |
| % overdue | Share of AR past due | Lower is better |
| 90+ days AR | Cash at real risk | Under 10% of AR |
| Days sales outstanding (DSO) | Average days to get paid | Under 45 days |
| AR turnover | Times a year you collect | 5 to 10x |
The dashboard also charts your AR by aging bucket (Current, 1-30, 31-60, 61-90, 90+) so you can see how much is current versus at risk.
Benchmarks from our AR turnover ratio guide.What KPIs should an accounts receivable dashboard show?
The essentials are 5 KPIs, total AR, percent overdue, 90+ days AR, days sales outstanding (DSO) and AR turnover, plus an aging breakdown. Together they show how much you are owed, how much is at risk, and how fast you collect.
How do I build an AR dashboard in Excel?
Keep your invoices on one tab with an aging-bucket formula, then use SUMIF on a dashboard tab to total each bucket and calculate DSO and turnover. Add a bar chart of the aging buckets. The template above does all of this; you just enter invoices and your annual credit sales.
Does the dashboard work in Google Sheets?
The dashboard works in Google Sheets: import the Excel file, and the SUMIF, IF and TODAY formulas and the chart all carry over. You may need to re-insert the chart in some Sheets versions.
Example: five open invoices
Take today as July 1, 2026 and annual net credit sales as $360,000 in cell B4.
| Customer | Due date | Outstanding | Days overdue | Bucket |
|---|---|---|---|---|
| Northwind | Jul 15 | $20,000 | not due | Current |
| Sunrise | Jun 21 | $12,000 | 10 | 1-30 |
| Blue Mountain | May 20 | $1,960 | 42 | 31-60 |
| Harbor | Apr 15 | $2,200 | 77 | 61-90 |
| Vertex | Feb 20 | $6,500 | 131 | 90+ |
| Total AR | $42,660 |
% overdue = $22,660 ÷ $42,660 = 53.1%. 90+ days AR = $6,500, or 15.2%.
DSO = $42,660 ÷ ($360,000 ÷ 365) = 43.3 days. AR turnover = $360,000 ÷ $42,660 = 8.4x.
What is a good DSO and aging profile?
A healthy DSO is generally under 45 days, and under 30 for many small businesses. On aging, aim for about 80% or more of AR current and under 10% in the 90+ days bucket. Intuit QuickBooks' 2025 Late Payments Report found 47% of US small businesses have invoices more than 30 days overdue.
How is DSO calculated in the template?
DSO in the template equals total accounts receivable divided by average daily credit sales (annual net credit sales divided by 365). Enter your annual net credit sales in the dashboard cell and DSO and AR turnover calculate automatically. See the turnover calculator to check the math.
Harry P. Smart
Harry P. Smart is a CPA based between London and New York City. Harry writes and leads the review of the software guides on Accounting.Events.
Julie Turnbridge
Julie Turnbridge is a freelance writer and bookkeeper based in the Midlands in the United Kingdom. She checks every price, review count, award and date in our guides against the primary source before a guide is marked as fact-checked.