Dashboard - Overview (CredFlow)

The Dashboard is the first thing you will see when you log in to CredFlow Web App. Let us have a look at the various sections In the Dashboard.

Outstanding Amount

The outstanding Amount section displays the company’s overall outstanding month-wise. This total outstanding is the sum of total unpaid invoices by debtors and the amount paid in advance to the creditors by you. Below the graph is the current month’s outstanding value.

You can customize the Outstanding Amount graph based on the last 12 months or the last 6 months. 

To do this:

1. Go to the Outstanding Amount section.
2. Click the dropdown in the top right corner of the graph.
3. Select the range.

Average Collection Period

The Average Collection Period section denotes the actual time taken by any debtor to pay for any invoice. If this number is greater than the payment terms, then the debtors are delaying their payment. If this number is less than the payment terms, then the debtors are paying you early and improving your cash flow.  Below the graph is the current month receivable turnover time.

You can customize the Average Collection Period graph based on the last 12 months or the last 6 months.

To do this:

1. Go to the Average Collection Period section.
2. Click the dropdown in the top right corner of the graph.
3. Select the range.

Sales Trend

The Sales Trend section gives the total sales month-wise. Below the graph is the current month’s sales amount.

You can customize the Sales Trend graph based on the last 12 months or the last 6 months. 

To do this:

1. Go to the Sales Trend section.
2. Click the dropdown in the top right corner of the graph.
3. Select the range.

Collection

The Collection section gives the total collection month-wise. Collection denotes the amount recovered on the sales invoices already generated. Below the graph is the current month's collection/recovery amount.

You can customize the Collection graph based on the last 12 months or the last 6 months.

To do this:

1. Go to the Collection section.
2. Click the dropdown in the top right corner of the graph.
3. Select the range.