--- title: "AR aging and collections dashboard template — make it with AI | Dashfridge" description: "An AR aging dashboard with current, 1–30, 31–60, 61–90 and 90+ buckets, DSO and the largest past-due accounts. Make it with any AI tool from your aging report." url: https://dashfridge.com/templates/ar-aging-dashboard site: Dashfridge (https://dashfridge.com) --- [Templates](https://dashfridge.com/templates) · [Finance](https://dashfridge.com/templates#finance) # AR aging and collections dashboard An AR aging dashboard with current, 1–30, 31–60, 61–90 and 90+ buckets, DSO and the largest past-due accounts. Make it with any AI tool from your aging report. Below: the live dashboard, the prompt to make yours, and how to keep it current. The Dashfridge team · Updated November 10, 2026 Live sample with made-up numbers · runs locked down, like every dashboard on Dashfridge ## Who it's for Controllers, AR owners and CFOs chasing collections, and the sales or CS leads who own the customer relationship. ## What's in it * Total open AR, past due and over 60 days * DSO * Aging buckets as bars * The largest past-due accounts with days late and collection status ## The prompt Works in Claude, ChatGPT, Gemini and Copilot. Fill in the \[brackets\], then paste your data under it. Copy this prompt Build an AR aging and collections dashboard from the aging report below. - Tiles: total open AR, total past due, total over 60 days, DSO (trailing 90 days: [VALUE or "calculate it"]). - Aging buckets: Current, 1–30, 31–60, 61–90, 90+ as horizontal bars with amounts, colored from blue (current) to red (90+). Under the bars, say what percent of AR is past due vs. our target of [PERCENT]. - Table of the 6 largest past-due accounts: customer, amount past due, days past due, status note. Tag anything over 60 days in red. My aging report: [paste the aging report export] Build it as ONE self-contained HTML file: - Put all the data inside the file. No API calls, no fetch, no external data. - Use plain HTML, CSS and JavaScript (inline SVG for charts is fine). If you need a chart library, load it from cdn.jsdelivr.net. - Add a "data as of" date under the title. - Make it readable on a laptop and print cleanly to one page if possible. ## Data you need * AR aging report (QuickBooks, Xero, NetSuite or your billing tool) * Optional: notes on each overdue account ## Make it and share it 1. **Gather the numbers** Export or copy: AR aging report (QuickBooks, Xero, NetSuite or your billing tool); Optional: notes on each overdue account. 2. **Paste the prompt** Copy the prompt into Claude, ChatGPT, Gemini or Copilot, fill in the brackets and paste your data under it. 3. **Check it** Tie the totals back to your source reports before anyone else sees it. 4. **Put it on the fridge** Upload the HTML file to Dashfridge, or connect your AI and say "put this on the fridge". Publish it and invite your team. ## Keep it current **How often:** Weekly, or before every collections call. Update the same dashboard each time instead of sending a new file, so your team keeps one link and every past version is kept. Your AI can do the refresh for you: see [dashboards that update every week](https://dashfridge.com/guides/scheduled-refresh). ## Common questions **What are the standard AR aging buckets?** Current (not yet due), 1–30, 31–60, 61–90 and over 90 days past due. Most teams watch the share of AR that is past due and anything over 60 days most closely. **Can I make an AR aging dashboard from a QuickBooks export?** Yes. Export the A/R Aging Summary or Detail report, paste it into your AI tool with the prompt on this page, and ask for one HTML file. Check the totals against the report before you share it. ## Get new finance templates A couple of emails a month for people who build dashboards with AI. No spam. ## Make it with any AI. Keep it here. Your team signs in with their company email and always sees the current, certified version. Free for your first 3 dashboards. [ Start free with your work email](https://dashfridge.com/sign-up) ## More templates [13-week cash flow forecast A direct-method 13-week cash flow dashboard you can make with Claude, ChatGPT, Gemini or Copilot from your bank balance, AR, AP and payroll. Copy the prompt.](https://dashfridge.com/templates/13-week-cash-flow) [Weekly cash position dashboard A one-screen weekly cash dashboard: cash today, AR and AP due, payroll, line of credit and ending cash by week. Copy the prompt into any AI tool.](https://dashfridge.com/templates/weekly-cash-dashboard) [Budget vs. actual dashboard A monthly budget vs. actual (BvA) dashboard by department with variance, % and the owner's explanation. Copy the prompt into Claude, ChatGPT, Gemini or Copilot.](https://dashfridge.com/templates/budget-vs-actual)