Invoice Dashboard
A Dashboard to track invoices
By
AnyDB
The Invoice Dashboard template in AnyDB is a real-time visual tracker designed to monitor the status and value of invoices across an organization. It provides key financial metrics at a glance, such as total invoices, paid and unpaid counts, and associated monetary values. This template is ideal for finance, operations, and accounts receivable teams looking for quick insights into billing performance.
Suitable for
Description
This dashboard template is composed of visual metric tiles that summarize the current state of invoicing activities. It tracks the total number of invoices, their combined value, and splits them into paid and unpaid categories. Each of these metrics is displayed with distinct background colors and bold formatting for high visibility. The template also includes a file upload zone and is formatted with locked cells and styling elements to prevent accidental edits.
Two main badges display the Unpaid Invoices and Unpaid Value, offering at-a-glance insights into overdue balances. Additional calculated fields summarize the Total Value, Total Invoices, Paid Invoices, and Paid Value. These values update dynamically based on linked invoice records.
Key Data Stored
- Total Invoices – Count of all issued invoices
- Total Value – Combined amount across all invoices
- Paid Invoices – Count of invoices marked as paid
- Paid Value – Monetary value of paid invoices
- Unpaid Invoices – Count of unpaid invoices
- Unpaid Value – Outstanding receivables calculated from unpaid invoices
- File Upload Section – Embedded area for uploading supporting documents or invoice PDFs
- Color-Coded Sections – Yellow for total, green for paid, red for unpaid to guide attention
- Dynamic Badges – Key metrics displayed with visual emphasis
Business Use Cases
- Accounts Receivable Monitoring – Quickly track outstanding invoices and collection status
- Cash Flow Visibility – Understand how much revenue is pending versus received
- Finance Reporting – Use as a summary view for leadership or monthly close activities
- Client Billing Oversight – Ensure no invoices fall through the cracks
- Audit Preparation – Maintain clean visibility into invoice records and payment activity
Why This Template is Powerful
- Real-Time Financial Summary – Automatically updates totals and status counts
- Visual Indicators – Color-coded and badge-driven summaries make data readable at a glance
- Locked and Formatted Layout – Ensures consistency and prevents accidental changes
- Embedded Upload Field – Centralizes documentation related to invoice tracking
- Scalable Across Departments – Can be adapted for teams or subsidiaries with high invoice volume
This invoice dashboard template enables finance and operations teams to gain instant insight into billing performance and outstanding receivables—driving faster decisions and better financial control.