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.

AR Aging Reports by Sales Person Example

Here is an example of a Accounts Receivable (AR)  Aging Report by Sales Person.

Customer Receivables Aging by Sales Person Report Example

Customer Receivables Aging by Sales Person Report Example

You can find hundreds of additional examples here

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 corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples