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Your Chargebee accounts receivable dashboard, every invoice traced to collection.

AR balance, days sales outstanding, and aging breakdown modeled from your Chargebee invoices, credit notes, and transactions, with Stripe payment data for the full collection picture.

See how to build one in Definite
What’s in a chargebee accounts receivable dashboard?

What’s in a chargebee accounts receivable dashboard?

An accounts receivable dashboard built on Chargebee models what customers owe from the objects Chargebee already tracks: invoices, credit notes, unbilled charges, and transactions. AR balance comes from open invoices net of credit notes, DSO from the gap between invoice date and payment date, and aging from how long each invoice has been outstanding. The version worth managing cash on ties every metric back to the Chargebee object that produced it.

Chargebee shows subscription revenue and invoice status but does not give you a governed AR view — no DSO trend, no aging breakdown by bucket, no way to reconcile credit notes and unbilled charges against what has actually been collected. When AR balance, DSO, and aging come from governed definitions over your Chargebee data, you catch the collection slowdown before it becomes a cash flow problem.

Who it’s forCFOs, controllers, and AR managers who use Chargebee for billing.

CadenceRefreshed daily; reviewed weekly and at monthly close.

Built fromChargebee, Stripe

§ How it works

Describe your dashboard. Fi builds it.

Fi is the AI agent inside Definite. Tell it what you’re trying to understand, and it connects your sources, defines the metrics, and builds the dashboard. One conversation, not a project.

You
Show me receivables from our Chargebee billing: AR balance, DSO, aging breakdown, and collection trends, all traced back to invoices and transactions in Chargebee.
✦ Fi
Here's your chargebee accounts receivable dashboard, on your Chargebee and Stripe data.
Here’s what’s in it

The top row leads with the 4 numbers that matter most: AR balance, Days sales outstanding, Net revenue, Gross revenue. Each shows a delta versus the prior period so you can see direction at a glance. Below that, 2 trend charts (AR balance over time, DSO trend) show how the headline numbers have moved over time. A breakdown (AR by aging bucket) splits the metric by dimension so you can see what's driving the total. A detail table (Receivables health) rounds it out with the secondary metrics and their deltas. Every number is computed from the exact formulas shown in the metric table below. Composites are derived from their components, not pasted in, so the KPI tiles, breakdowns, and totals all reconcile to each other.

Illustrative data

AR balance

$641K▲ 10.2%
Data ▾
PeriodAccounts Receivable
Jan$545K
Feb$491K
Mar$586K
Apr$607K
May$534K
Jun$511K
Jul$576K
Aug$589K
Sep$586K
Oct$536K
Nov$581K
Dec$641K

Days sales outstanding

19 days▲ 10.5%
Data ▾
PeriodDays Sales Outstanding
Jan32
Feb23
Mar30
Apr27
May21
Jun17
Jul20
Aug18
Sep16
Oct14
Nov17
Dec19

Net revenue

$1.03M▼ 0.3%
Data ▾
PeriodNet Revenue
Jan$518K
Feb$645K
Mar$579K
Apr$670K
May$750K
Jun$901K
Jul$871K
Aug$957K
Sep$1.07M
Oct$1.15M
Nov$1.04M
Dec$1.03M

Gross revenue

$1.05M▼ 0.1%
Data ▾
PeriodGross Revenue
Jan$531K
Feb$658K
Mar$589K
Apr$680K
May$762K
Jun$913K
Jul$881K
Aug$968K
Sep$1.08M
Oct$1.16M
Nov$1.05M
Dec$1.05M

AR balance over time

480,000 510,000 540,000 570,000 600,000 630,000 660,000 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Data ▾
PeriodAccounts Receivable
Jan$545K
Feb$491K
Mar$586K
Apr$607K
May$534K
Jun$511K
Jul$576K
Aug$589K
Sep$586K
Oct$536K
Nov$581K
Dec$641K

AR by aging bucket

aging A aging B aging C 0 50,000 100,000 150,000 200,000
Data ▾
AgingAccounts Receivable
aging A$155K
aging B$248K
aging C$237K

DSO trend

12 15 18 21 24 27 30 33 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Data ▾
PeriodDays Sales Outstanding
Jan32
Feb23
Mar30
Apr27
May21
Jun17
Jul20
Aug18
Sep16
Oct14
Nov17
Dec19

Receivables health

Accounts Receivable$641K▲ 10.2%
Days Sales Outstanding19▲ 10.5%
Net Revenue$1.03M▼ 0.3%
✦ Fi
Anything else I can do for you?
You
Why did DSO increase last month based on our Chargebee transaction timing?Which Chargebee customers have the most overdue invoices?Show me the Chargebee invoices driving the 90+ day aging bucket.How has DSO trended over the last six months of Chargebee collections?Break AR balance by Chargebee subscription plan instead of aging.Trace this month's AR balance back to the open invoices and credit notes in Chargebee.Break AR balance by aging bucket so I can see which Chargebee invoices are current versus overdue.Add DSO trend from Chargebee transaction dates and flag any month where it exceeded the target.Show me the largest open Chargebee invoices by customer and subscription plan.
  • Why did DSO increase last month based on our Chargebee transaction timing?
  • Which Chargebee customers have the most overdue invoices?
  • Show me the Chargebee invoices driving the 90+ day aging bucket.
  • How has DSO trended over the last six months of Chargebee collections?
  • Break AR balance by Chargebee subscription plan instead of aging.
  • Trace this month's AR balance back to the open invoices and credit notes in Chargebee.
  • Break AR balance by aging bucket so I can see which Chargebee invoices are current versus overdue.
  • Add DSO trend from Chargebee transaction dates and flag any month where it exceeded the target.
  • Show me the largest open Chargebee invoices by customer and subscription plan.
First version in a dayFree to start, flat pricingNo infrastructure to set up
§ Why the numbers tie out

Every metric traces back to your systems

This is the part a BI tool can’t fake. Each metric is defined once, in your warehouse, from a specific object in a specific source. Change the definition in one place and every tile, report, and answer moves with it. So the number on the screen is the number in the source.

Chargebee
◆ InvoiceAccounts ReceivableDays Sales OutstandingNet RevenueGross Revenue
Stripe
◆ InvoiceAccounts ReceivableDays Sales OutstandingNet RevenueGross Revenue
◆ Balance Transaction (Ledger)Days Sales OutstandingNet RevenueGross Revenue
◆ PaymentDays Sales OutstandingNet Revenue
MetricWhat it measuresHow it's calculatedSources
Days Sales Outstanding—(Accounts Receivable ÷ Net Revenue) × 30Chargebee, Stripe
Net RevenueRevenue you actually keep after refunds and credits, not what you originally billed.Gross Revenue − Refunds & CreditsStripe, Chargebee
§ Then do something about it

Have our agent watch for you

A chargebee accounts receivable dashboard tells you what happened, and Fi tells you why. The last step is not having to remember to check. Point Definite at the one number you can’t afford to miss, and it watches that number for you off the same definitions as your dashboard. When it moves, you hear about it before the next review instead of during it. One metric, one action, always reversible.

Autonomous agent · watch churn
Watch
A metric you choose
net revenue churn
→
Judge
One condition
> 5% week-over-week
→
Act
One action
alert #revenue + open doc
◄──── then waits · cooldown 24h before it can act again ────
Scoped to a single metric and a single action. You arm it; you can disarm it anytime.
§ The data that powers it

Built from whatever you already run on

Connect the systems you already use. Any source of these types works, and you don’t move data into a warehouse, because Definite is the warehouse.

No warehouse to stand up or connect. See how the platform models your data →

§ Get started

Build your chargebee accounts receivable dashboard

From signup to a working dashboard in one sitting. No data team required.

01

Sign up

Free to start. No credit card, no infrastructure to set up.

Create your account →
02

Connect your sources

Stripe, your CRM, accounting. Definite syncs and models them automatically.

03

Decide your metrics

Pick the numbers that matter or let Fi propose them from your data. Every metric gets one definition, governed in one place.

04

Ask Fi to build it

Describe what you need in plain language. Fi builds the dashboard, and you refine by asking follow-ups.

§ FAQ

Common questions

Chargebee reports invoices when they finalize and tracks transactions separately, but AR needs the delta between what has been billed and what has been collected, net of credit notes. This dashboard models that delta from Chargebee invoices, credit notes, and transactions, so AR balance reflects what is actually outstanding.
Chargebee for invoices, credit notes, unbilled charges, and transactions. Stripe complements it with payment-level settlement data. Definite syncs both and models receivables from them.
It is a live ECharts dashboard running on a deterministic synthetic dataset, labeled illustrative. DSO is computed from AR balance and net revenue by the formula in the metric table. Connect Chargebee and Fi builds the same view from your data.
Tell Fi what you need, the way the prompt above reads. Fi connects Chargebee, proposes the AR metrics from your invoice and transaction objects, and you refine by asking follow-ups. The first version traces every receivable without a spreadsheet.
Credit notes reduce what a customer owes, so the dashboard nets them against open invoices when computing AR balance. Without that offset, your receivables look higher than they actually are.

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