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 total AR, overdue 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 six KPIs plus an aging chart give you that picture at a glance.
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 total AR, percent overdue, 90+ days AR, days sales outstanding (DSO), AR turnover and 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.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.Does the dashboard work in Google Sheets?
Yes. Import the Excel file into Google Sheets; the SUMIF, IF and TODAY formulas and the chart all carry over. You may need to re-insert the chart in some Sheets versions.How is DSO calculated in the template?
DSO = 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.Last updated June 9, 2026. This guide is general information, not accounting, tax, or financial advice.