Customer Aging by Sales Person

What is a Customer AR Aging Report by Sales Person? AR Aging reports by sales person are considered sales analysis tools and are often used by sales executives and accountants to analyze customer payments (or lack thereof) by sales person. Some of the key functionality in this type of report is that it shows customer aging data of each sales team member. Each sales person is listed down the rows with their individual sales transactions that have payments outstanding from a customer. The rows have sub-totals by team member and a grand total. On top of the report there is a quick graphical analysis that ranks the receivables amounts by sales person. The columns shows key information such as Customer name, Amount, Invoice date, Due date, Days overdue and Amount due. You find an example of this type of report below.

Purpose of AR Aging Reports by Sales Person Companies and organizations use AR Aging Reports by Sales Person to quickly detect if there are any anomalies with customer payments as it relates to the sales team. When used as part of good business practices in a sales or accounting department, a company can improve its liquidity and sales process as well as reduce the chances that a sales person, for example, is overpromising features or deliverables and as a result customers are not paying.

Who Uses This Type of Report? The typical users of this type of report are: Sales managers, accountants. Other Reports Often Used in Conjunction with AR Aging Reports by Sales Person Progressive sales or accounting Departments sometimes use several different AR Aging Reports by Sales Person, along with transactional sales reports, sales commission reports, opportunity pipeline reports and other management and control tools.

Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional xFP&A solutions.

This Solver report template connects directly to your ERP data via the Solver Data Warehouse, enabling near real-time analysis with minimal setup. Designed for QuickStart deployment, it can be activated rapidly so your team can focus on analysis and decisions — not data preparation.

What is the Customer Aging by Sales Person in Solver? The Customer Aging by Sales Person is a pre-built xFP&A report template in Solver that delivers key financial and operational metrics in a single, easy-to-use interface, eliminating the need for manual data work or custom report development.

Who uses this Solver report template? Cfos, fp&a managers, and controllers rely on this Solver report template for consistent, parameter-driven reporting that can be run on demand or on a scheduled basis. It eliminates the manual work typically required to produce this type of analysis.

Where does the data come from? Data is sourced automatically from your ERP system through the Solver Data Warehouse, which integrates with platforms such as Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Acumatica, Sage Intacct, and other leading ERP solutions. Once connected, the template updates in near real-time with no manual data entry required.

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