Outstanding balance control
Every outstanding balance owned, aged and on its way to cleared.
- Calculation process runs twice as fast
- Every balance has a clear owner and a next step
- Aging views make it obvious what to clear first
Read the case study
The problem
A finance team calculated its outstanding customer balances by hand in Excel. It was slow and easy to get wrong, and it never said who should act on each balance. Finance could see the total but not where the problems were.
What we built
An automated Power BI dashboard that replaced the spreadsheet. It tracks every outstanding balance across the business, groups balances by type, assigns each one to the responsible department, and uses aging views to push the oldest balances to the top.