Finance · Power BI template

Accounts Receivable & Collections Power BI template

Power BI accounts receivable dashboard template: open and overdue AR, DSO trend, aging buckets by segment, a collector worklist and top overdue customers.

By · Founder & Reliability Engineer · Updated

Free for commercial use

Dark version: same layout, colours re-solved and checked for WCAG AA contrast.

Accounts Receivable & Collections Power BI dashboard template: 5 KPI cards, a column chart, a line chart, a table, a bar chart and 2 slicers on a 1280×720 page

BetaOpens in Power BI Desktop with 6 tables of sample data and every visual bound. See what’s inside

Free, no sign-up. The PBIP with sample data includes the background, theme and a README. 1920×1080 fits a new page in a Fluent 2 report; 1280×720 and 2× fit Classic pages. Downloads carry a small “Made with VizForge” mark (sign in to the studio to remove it).

Customise in the design studio →
Layout
Flat header card with 2 slicers, 5 KPIs, aging buckets + DSO trend, collector worklist + overdue customers
Page size
1280×720 px (16:9, Power BI default)
Theme
Emerald Finance

Open the sample-data PBIP in Power BI Desktop

Checked against Microsoft Learn's Power BI Desktop projects documentation (as of Nov 2026).

  1. 1

    Unzip to a short path and open the .pbip

    Extract the zip to a short local folder such as C:\PBI (Windows limits project paths to 260 characters, and Desktop can't save a project straight to OneDrive or SharePoint), then double-click the .pbip file or use File → Open in Power BI Desktop. Microsoft still lists projects and TMDL as preview features (as of Nov 2026): if Desktop won't open the project, go to File → Options and settings → Options → Preview features, tick “Power BI Project (.pbip) save option” and “Store semantic model using TMDL format”, then restart Desktop.

  2. 2

    Select Refresh once

    The project ships without the local data cache (.pbi/cache.abf), so Desktop opens the full model definition without data. Select Home → Refresh: every table is built from values written into its Power Query step, so there is no data source to sign in to.

  3. 3

    Save as .pbix or connect your data

    Use File → Save as to keep a single .pbix file, or open Transform data and replace each table's Source step with your own query, keeping the column names so the measures and visuals keep working.

What’s inside the Accounts Receivable sample model

Rendered from the same definition the download writes as TMDL, so this list always matches the file.

Tables
6
Fact rows
276
DAX measures
7

240 invoices to 12 fictional customers issued January to October 2026, with payments, disputes and days overdue as of 31 Oct 2026, plus month-end AR balances and credit sales for three business units. Units: US dollars; days.

Tables and columns

Calendar

Date table · 2025–2026, one row per day

Date table generated in Power Query (List.Dates), marked as the model's date table.

  • Date (date)
  • Year (whole number)
  • Quarter (text)
  • Month (text)
  • Month Name (text)
  • Week Start (date)
  • Weekday (text)
  • Fiscal Year (text)

Business Unit

Dimension · 3 rows

Business units that invoice customers.

  • Business Unit (text)

Customer

Dimension · 12 rows

Fictional customers with payment terms and the collector who owns the account.

  • Customer (text)
  • Segment (text)
  • Business Unit (text)
  • Payment Terms (whole number)
  • Collector (text)

Aging Bucket

Dimension · 5 rows

Days-overdue bands, in order.

  • Bucket (text)

Invoices

Fact · 240 rows

One row per invoice. Paid Date is blank while the invoice is open; Days Overdue is measured on 31 Oct 2026 and Aging Bucket is blank once an invoice is paid.

  • Invoice No (text)
  • Date (date)
  • Customer (text)
  • Due Date (date)
  • Amount (decimal)
  • Paid Amount (decimal)
  • Paid Date (date)
  • Days Overdue (whole number)
  • Aging Bucket (text)
  • Disputed (whole number)

AR Snapshot

Fact · 36 rows

Month-end receivables balance and the month's credit sales per business unit.

  • Month (date)
  • Business Unit (text)
  • Credit Sales (decimal)
  • Closing AR (decimal)

Relationships

Many-to-one, single direction. Inactive relationships are switched on inside a measure with USERELATIONSHIP.

  • Invoices[Date] → 'Calendar'[Date]
  • Invoices[Customer] → Customer[Customer]
  • Invoices[Aging Bucket] → 'Aging Bucket'[Bucket]
  • Customer[Business Unit] → 'Business Unit'[Business Unit]
  • 'AR Snapshot'[Month] → 'Calendar'[Date]
  • 'AR Snapshot'[Business Unit] → 'Business Unit'[Business Unit]

DAX measures

All measures live in a dedicated Key Measures table. Copy any of them into your own model; rename the table and column references to match.

Open ReceivablesUnpaid invoice value.
Open Receivables =
SUMX ( Invoices, Invoices[Amount] - Invoices[Paid Amount] )

Format string: $#,0

Overdue ReceivablesUnpaid value past its due date.
Overdue Receivables =
CALCULATE ( [Open Receivables], Invoices[Days Overdue] > 0 )

Format string: $#,0

Overdue %Share of open receivables that is past due.
Overdue % =
DIVIDE ( [Overdue Receivables], [Open Receivables] )

Format string: 0.0%

Over 90 DaysOpen value more than 90 days past due.
Over 90 Days =
CALCULATE ( [Open Receivables], Invoices[Aging Bucket] = "90+ days" )

Format string: $#,0

Disputed ReceivablesOpen value the customer disputes.
Disputed Receivables =
CALCULATE ( [Open Receivables], Invoices[Disputed] = 1 )

Format string: $#,0

Cash Collected (Latest Month)Payments received in the month of the latest payment.
Cash Collected (Latest Month) =
VAR LastPaid = MAX ( Invoices[Paid Date] )
VAR MonthStart = DATE ( YEAR ( LastPaid ), MONTH ( LastPaid ), 1 )
RETURN
    CALCULATE ( SUM ( Invoices[Paid Amount] ), Invoices[Paid Date] >= MonthStart )

Format string: $#,0

DSODays sales outstanding: month-end AR over that month's credit sales × 30 days.
DSO =
VAR LastMonth = MAX ( 'AR Snapshot'[Month] )
RETURN
    DIVIDE (
        CALCULATE ( SUM ( 'AR Snapshot'[Closing AR] ), 'AR Snapshot'[Month] = LastMonth ),
        CALCULATE ( SUM ( 'AR Snapshot'[Credit Sales] ), 'AR Snapshot'[Month] = LastMonth )
    ) * 30

Format string: 0.0

What each visual is bound to

The PBIP opens with these fields already on each visual.

Field bindings per visual
VisualFields
Business unitSlicer'Business Unit'[Business Unit]
CollectorSlicerCustomer[Collector]
Open receivablesCard[Open Receivables]
Overdue %Card[Overdue %]
DSOCard[DSO]
Over 90 daysCard[Over 90 Days]
Cash collectedCard[Cash Collected (Latest Month)]
Aging by bucketColumn chart'Aging Bucket'[Bucket], [Open Receivables], Customer[Segment]
DSO by monthLine chartCalendar[Month], [DSO]
Collector worklistTableInvoices[Invoice No], Customer[Customer], Customer[Collector], Invoices[Days Overdue], [Overdue Receivables], [Disputed Receivables]
Top overdue customersBar chartCustomer[Customer], [Overdue Receivables]

Questions this dashboard answers

Each one is answered by a visual on the page, from the sample model's own tables and measures.

About this dashboard layout

A receivables page has one job: turn the ledger into a list of calls for the credit-control team. The five cards give the size of the problem (open receivables, the overdue share, DSO, the amount more than 90 days past due and the cash collected in the latest month), and the slicers split it by business unit and by the collector who owns each account.

Aging buckets are drawn as columns stacked by customer segment, sorted Current → 90+ days through a hidden bucket-order column, so a bulge in the 61–90 band shows up before it rolls into 90+. Beside it, DSO by month comes from a separate month-end snapshot table (closing AR over that month's credit sales × 30), which is the honest way to compute it: summing invoice ages would weight every invoice equally, however small.

The collector worklist is the reason the page exists. It lists every invoice with overdue value, sorted by amount, with the customer, its collector, days overdue and any disputed value in its own column, because a disputed invoice needs a fix from sales or billing, not a reminder letter. The bar chart of top overdue customers sits next to it for the weekly cash call.

In the sample, 12 fictional customers on 14- to 60-day terms carry 240 invoices raised between January and October 2026, and one collector's accounts pay noticeably later than the rest. Filter Collector to see it.

Visuals on the page

Positions are Power BI page pixels. Enter them in Format → General → Properties → Size and position, or use the PBIP download where they are already set.

Visual positions in the Accounts Receivable & Collections template
VisualTypeXYWidthHeight
Business unitSlicer9043216040
CollectorSlicer10803216040
Open receivablesCard4012016872
Overdue %Card29612016072
DSOCard54412016072
Over 90 daysCard79212016072
Cash collectedCard104012016072
Aging by bucketColumn chart40240704192
DSO by monthLine chart792240448192
Collector worklistTable40480704200
Top overdue customersBar chart792480448200

Custom visuals for this layout

Built-in Power BI visuals cover most slots above. These slots also suit a custom visual; each page covers the data shape, DAX and a prompt to generate it as a .pbiviz.

Already have a report?

Brand Makeover tries Accounts Receivable & Collections first on every page of your Power BI project (.pbip zip) where it fits: the page's visuals have to go into its 9 data slots without overlaps. Pages it can't seat get another catalog layout or a brand grid. Queries, filters and bookmarks are left as they are. Free, in your browser.

Opens with the Analyst / Dense preset, because the Executive preset doesn't use this layout (9 data slots; this preset uses templates with at most 7).

Restyle my report into this

Swap a slot for a custom visual

Pick any slot and VizForge AI writes a custom visual (.pbiviz, with TypeScript source) sized to it, in this template's colours and shaped for the fields it is bound to.

Generate one that fits this layout.

Card · 168×72 px · bound to [Open Receivables]

1, 2 or 5 credits depending on the brief · 5 free on signup. Sign in or create a free account on the next screen; the brief is saved for 30 minutes.

Brief sent to the generator (you can edit it there)

A Power BI card visual titled "Open receivables". It sits in a 168×72 px slot on a designed report page. Match the report's brand: data colours #047857, #0D95D2, #6366F1, #BF7B09, #DC2626, #64748B; background #FFFFFF; text #0B2B22; font Segoe UI. Transparent visual background so the page design shows through; no visual border. In the sample model it is bound to [Open Receivables]; keep the same data roles so the fields drop straight in.

Not sure what to build? Browse the visual catalog or open the template in the design studio and hand off any slot from there. Or start in the AI generator with a blank brief.

Colours and theme

Emerald Finance

Finance-ready Power BI theme in calm greens with DIN headings: variance-friendly good/bad colours, white cards, and a mint page for P&L and treasury reports.

See the Emerald Finance palette and contrast checks →

Use the background in an existing report

Prefer to keep your own report? Apply the design to it instead of opening the PBIP.

  1. 1

    Download the background

    Take the 1920×1080 PNG for a new page in a Fluent 2 report (the default size for new pages), or the 2× PNG (2560×1440) for sharp text on a 1280×720 Classic page. Power BI scales the image to the canvas.

  2. 2

    Set the canvas background

    Format page → Canvas background → Browse. Set Image fit to Fill and transparency to 0%.

  3. 3

    Import the theme

    Design ribbon → Import theme (in the Power BI service: View → Theme pane), then pick the downloaded JSON. Data colours and fonts now match the design. Older Desktop builds: View → Themes → Browse for themes.

  4. 4

    Place your visuals

    Size each visual to the positions above with background and border off, or open the PBIP project where they are already placed.

Questions about this template

Does the Accounts Receivable & Collections template come with sample data?

Yes. The “PBIP with sample data” download contains a semantic model with 6 tables and 7 DAX measures, and every visual on the page is already bound to it. The sample: 240 invoices to 12 fictional customers issued January to October 2026, with payments, disputes and days overdue as of 31 Oct 2026, plus month-end AR balances and credit sales for three business units. The data is written into each table's Power Query step, so there is no data source or sign-in.

Is it a .pbix file?

It is a Power BI project (PBIP): a folder of text files that Power BI Desktop opens like a .pbix. Open the .pbip file, select Refresh once to load the sample rows, then use File → Save as if you want a single .pbix.

What visuals are in the Accounts Receivable & Collections template?

The page has 11 visual areas: 2 slicers, 5 cards, 1 column chart, 1 line chart, 1 table, 1 bar chart. Their exact positions are listed on this page so you can match them in Power BI's Format → General → Properties panel, or skip that step by downloading the PBIP project.

Which theme does the Accounts Receivable & Collections template use?

It ships with the Emerald Finance theme (light tone). Download the theme JSON here, or open the template in the design studio and switch to any other theme or your own brand colours.

Is there a dark version of the Accounts Receivable & Collections template?

Yes. Switch the preview to Dark and every download (background, theme JSON and PBIP) comes in that version. The layout is identical; the page, card and text colours are re-solved for a dark page, and the accent, status and data colours keep their hues but are adjusted until text meets WCAG AA (4.5:1) and chart colours reach 3:1 against the cards.

How do I use the background image in Power BI Desktop?

Select the page, open Format page → Canvas background, choose Browse and pick the PNG, then set Image fit to Fill and transparency to 0%. Give your visuals a transparent background and no border so the designed panels show through.

Can I open the PBIP project in Power BI Desktop?

Yes. PBIR is the default report format in Power BI Desktop since September 2026, and the download is a PBIP project: unzip it and open the .pbip file, select Refresh once and the sample data loads into visuals that are already bound (the empty PBIP leaves the containers unbound for your own data). Microsoft still lists projects and TMDL as preview features (as of Nov 2026), so if Desktop won't open it, enable them under File → Options and settings → Options → Preview features.

Build guides for this dashboard

Guides to the same dashboard job: which custom visuals it needs, the DAX behind them and prompts to generate them.

KPI cards for this layout

Headline numbers drawn by one DAX SVG measure each, for the Card visual or a table row.

Want the headline numbers to look like cards rather than plain values? Browse the KPI card gallery or build your own in the SVG measure builder.

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Make the Accounts Receivable & Collections template yours

Swap in your brand colours and logo, move panels, add icons and generate missing visuals with AI, then export the background, theme JSON and PBIP project.

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