DD13 Invoices & Billing: how it was built
Is this month's billing complete and collected, and what is still open? Rebuild this dashboard step by step in the Data Canvas.
DD13 · Invoices & Billing
Code in this build: 2 widgets written in SQL, and no settings written as code.
The question: Is this month's billing complete and collected, and what is still open?
Who asks, and when: The accountant, at month end.
The decision: Is this month's billing complete and collected, and what is still open.
What the dashboard shows: September billing is 1,098,189.32 - 98.9% of it from trade orders and 1.1% from Care plans - against 827,603.01 collected; 12.3% of the 1,637,606.29 still open is overdue.
Follow the pictures below, in order, and you end up with the same dashboard. Every step is one thing you do in the Data Canvas, on the demo data that installs with DataPallas.