{"product_id":"ap-kpi-performance-dashboard","title":"AP KPI \u0026 Performance Dashboard","description":"\u003cp\u003e\u003cstrong\u003eThe AP numbers your manager asks for — on-time payment rate, ageing, cycle time and days to pay — calculated straight from your invoice list.\u003c\/strong\u003e\u003c\/p\u003e\u003ch3\u003eWho it is for\u003c\/h3\u003e\u003cp\u003eAccounts payable managers, finance business partners and controllers who need an Excel AP KPI dashboard.\u003c\/p\u003e\u003ch3\u003eCommon finance workflows\u003c\/h3\u003e\u003cp\u003eUseful for reporting on-time payment rates, invoice ageing, processing cycle time and payment performance using invoice-list data.\u003c\/p\u003e\u003ch3\u003eWhat it does\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eOn-time payment rate against your own target, with configurable grace days\u003c\/li\u003e\n\u003cli\u003eOpen balance and overdue ageing (not yet due, 1–30, 31–60, 61–90, 90+ days)\u003c\/li\u003e\n\u003cli\u003eAverage approval cycle time and average days to pay\u003c\/li\u003e\n\u003cli\u003eOwner table: invoices, open and overdue USD, on-time %, cycle time per person\u003c\/li\u003e\n\u003cli\u003eException tracking: a query only counts as resolved with evidence and a reviewer who is not the owner\u003c\/li\u003e\n\u003cli\u003eAs-at logic: payments after the report date are excluded, so any past month can be re-run\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003e\u003cstrong\u003eInside:\u003c\/strong\u003e 4 sheets · 500 invoices · 5,600+ live formulas\u003c\/p\u003e\u003ch3\u003eWhat you get\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eWorked Example edition\u003c\/strong\u003e — fully populated with fictional data so you can see every feature working.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBlank edition\u003c\/strong\u003e — ready for your own data.\u003c\/li\u003e\n\u003cli\u003eSTART HERE guide, HOW IT WORKS reference and adjustable settings inside each file.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eRequirements\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eMicrosoft 365 or Excel 2019 or later (Windows or Mac). Designed for Microsoft Excel.\u003c\/li\u003e\n\u003cli\u003eMacro-free .xlsx — no add-ins, no account, no subscription, no internet connection needed.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eDelivery \u0026amp; licence\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eInstant download after purchase (ZIP file).\u003c\/li\u003e\n\u003cli\u003eOne-time payment. Single-organisation licence, unlimited users within that organisation. No resale or redistribution.\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003e\u003cem\u003eThese workbooks support human financial review. They do not authorise payments or provide accounting, tax, legal or audit advice. Product images are design illustrations; the Worked Example edition shows the real workbook.\u003c\/em\u003e\u003c\/p\u003e\u003ch2\u003eCompare systems and bundles\u003c\/h2\u003e\u003cp\u003eThis system is included in \u003ca href=\"\/products\/ap-operations-essentials\"\u003eAP Operations Essentials\u003c\/a\u003e. Need the complete finance toolkit? \u003ca href=\"\/products\/financeflow-ultimate\"\u003eFinanceFlow Ultimate\u003c\/a\u003e includes all eleven systems for $899 USD, a one-time payment.\u003c\/p\u003e\u003cp\u003e\u003ca href=\"\/blogs\/finance-insights\/choose-accounts-payable-excel-template-finance-team\"\u003eRead the finance system buying guide\u003c\/a\u003e for a comparison of invoice tracking, reconciliation, controls and bundles.\u003c\/p\u003e\u003ch2\u003eUnderstand the workflow before you buy\u003c\/h2\u003e\u003cul\u003e\u003cli\u003e\u003ca href=\"\/blogs\/finance-insights\/accounts-payable-kpi-formulas-dashboard-measures\"\u003eAccounts payable KPI formulas and reporting cutoffs\u003c\/a\u003e\u003c\/li\u003e\u003c\/ul\u003e","brand":"GetTheDocs","offers":[{"title":"Default Title","offer_id":50657897414726,"sku":null,"price":79.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0830\/6075\/2454\/files\/gtd-ap-kpi-concept_07272045-27cd-4e01-bc2f-f86e4370612a.jpg?v=1792228773","url":"https:\/\/getthedocs.com\/products\/ap-kpi-performance-dashboard","provider":"GetTheDocs","version":"1.0","type":"link"}