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Jul 2022

How to do Customer AR Aging Analysis Effectively with a Dashboard Solution? (19 Jul 22)

FinTech and Financial Intelligence

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Date & time
19Jul 2022 (Tue)17:00 - 17:45
Zoom Webinar
  • Mr Danny W. C. Chan

Mr Danny W. C. Chan

Mr. Chan, FRM, has possessed rich experience in financial risk management, information technology and data science and worked as IT Manager over a decade. Being a practitioner in information technology, he is currently a consultant and trainer at Big Data Consultancy Services Company. Also, he is strong in Cloud-based solutions, Big Data Technology, Data Mining and Machine Learning. Moreover, Mr. Chan has obtained a Bachelor Degree in Mathematics from The Chinese University of Hong Kong as well as three Master Degrees in Risk Management Science from The Chinese University of Hong Kong, Quantitative Analysis for Business from City University of Hong Kong and Industrial Logistics Systems from The Hong Kong Polytechnic University.

2867 8331 (
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How to do Customer AR Aging Analysis Effectively with a Dashboard Solution?

If you are taking a role in Finance department managing the accounts receivables (A/R) of your customers, how would you do the AR aging analysis?

Would you do it on Excel spreadsheets?  If yes, here is a webinar for you to understand how the customer A/R can be presented interactively with a BI solution.

That means your customer receivables are presented with a Tableau dashboard which enables you to enquire into the related invoice details in a second.  You will see how more efficient it would be when the information is presented on a dashboard instead of using a spreadsheet method.

Sample Screens for Reference




The speaker will showcase how you can gain more visibility on customer receivables with an effective dashboard. With it, you will be able to easily perform aging analysis on AR with drill-down details of orders/invoices. You will then be able to make data-driven decisions without reading a single operational report!

This is a not-to-be-missed opportunity to understand how a BI solution can improve your work productivity and performance with a BI solution. You will certainly find this webinar a worthy one.

Language: Cantonese (Supplemented with English)