Conga Product Documentation

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Dashboard

Billing Dashboard puts key information on Accounts and Invoices consolidated from reports in the form of snapshots, lists and graphs.

Navigate to Dashboards tab ( click + to add from All Tabs if not visible) and select Billing Dashboard from the list. You can see following reports on the Dashboard:

  • 10 Highest Invoiced Accounts
  • Billing Schedule Status (Pending Billing, Pending Invoiced, Invoiced and Cancelled)
  • Top 10 Outstanding Invoices
  • 10 Highest Pending Billing Accounts
  • Paid Versus Unpaid Invoices
  • Approved Versus Draft Invoices
  • 10 Outstanding Accounts
  • DSO Report