RevOps managers often face challenges with payments due, voided invoices, first payment failures, dunning invoices, and the issuance of credit notes. This pre-built dashboard helps you spot bad invoicing patterns, recover lost revenue, and improve cash flow. Get a clear view of your invoicing health and take action before small issues become big problems.

Why Use This Template?

1. Recover Lost Revenue – Identify overdue, voided, and failed payments to take timely action.

   
   

2. Improve Cash Flow – Get insights into unpaid invoices and refine your collection strategy.

   
   

3. Optimize Payment Processes – Spot first-payment failures and dunning issues to reduce churn.

   
   

4. Prevent Billing Errors – Track credit note patterns to fix service or invoicing mistakes.

   
   

5. Save Time & Automate Tracking – Eliminate manual invoice audits with real-time insights.

   
   

What’s Included in the Template?

1. Payments Due Report – Track outstanding invoices and improve collection efforts.

   
   

2. Voided Invoice Analysis – Understand why invoices are voided and minimize revenue loss.

   
   

3. First Payment Failure Insights – Identify failed first payments and optimize checkout processes.

   
   

4. Dunning Invoice Performance – Evaluate how well dunning strategies recover lost payments.

   
   

5. Credit Notes Overview – Monitor credit note issuance to reduce errors and refund rates.

   
   

Key Metrics You Can Track!

1. Total Payments Due – Measure outstanding invoice amounts.

   
   

2. Voided Invoices Count – Track canceled invoices and reasons behind them.

   
   

3. First Payment Failure Rate – Identify trends in failed initial payments.

   
   

4. Dunning Invoice Success Rate – Measure how many overdue invoices get paid.

   
   

5. Credit Notes Issued – Analyze why and how often refunds or adjustments are made.