How to Build an Accounts Receivable Dashboard in HubSpot

Managing invoices and cash flow is easier when your data lives in one place, and Hubspot makes that possible with customizable invoice reports and dashboards. This guide walks you through creating an accounts receivable dashboard that surfaces overdue invoices, upcoming payments, and collected revenue using standard reporting tools.

The steps below are based on the official documentation for invoice reporting and assume you already have invoicing activated in your account.

Before You Start: Requirements in HubSpot

To build an effective accounts receivable dashboard in HubSpot, confirm that your account has access to invoice reporting and dashboards.

• Invoice records must be enabled and connected to deals or contacts.
• You need permission to view and create reports.
• You need permission to create and edit dashboards.

If you are unsure about your access or need help with advanced setup, you can work with a HubSpot partner or analytics specialist such as Consultevo.

Create Core Invoice Reports in HubSpot

The first step is to create the core invoice reports that will power your accounts receivable dashboard. You will use the report builder inside HubSpot to filter and group invoice records.

Step 1: Open the Invoice Report Builder in HubSpot

1. In your account, go to the main navigation.
2. Open the reporting section where you can create new reports.
3. Choose the option to create a report based on invoice records or on multiple data sources that include invoices.

This opens the editor where you can choose properties, filters, and visualizations.

Step 2: Build an Overdue Invoices Report

An overdue invoice report is the foundation of an accounts receivable view in HubSpot. It highlights invoices that are past their due date and still unpaid.

1. Select Invoices as the primary data source.
2. Add filters such as:
   • Status is Open or Unpaid.
   • Due date is before today.
3. Choose properties to display, for example:
   • Invoice number
   • Deal name or associated contact
   • Invoice amount
   • Due date
   • Invoice owner
4. Select a table or bar chart visualization to summarize overdue amount by owner or by company.
5. Save the report with a clear name such as Overdue Invoices.

Step 3: Build a Upcoming Invoices Report in HubSpot

Next, create a report that shows invoices due in the near future so your team can anticipate cash inflow.

1. Start a new single-object invoice report.
2. Filter by:
   • Status is Open.
   • Due date is within the next chosen time period (for example, 7, 14, or 30 days).
3. Add columns such as:
   • Invoice amount
   • Billing company
   • Due date
   • Invoice owner
4. Visualize total amount due by week or by owner.
5. Save it as Upcoming Invoices.

Step 4: Build a Collected Revenue Report in HubSpot

An accounts receivable dashboard is more useful when it also shows what has already been collected. Create a report that tracks paid invoices over time.

1. Create another invoice report.
2. Filter by:
   • Status is Paid.
   • Payment date is within your desired period (for example, this month or this quarter).
3. Include properties such as:
   • Invoice amount
   • Payment date
   • Associated deal
   • Invoice owner
4. Use a time-series chart to show total amount collected per week or per month.
5. Save the report as Collected Invoice Revenue.

Step 5: Build Aging Buckets for HubSpot Invoices

Invoice aging buckets help you see how long invoices have been outstanding. You can segment by 0–30 days, 31–60 days, and more.

1. Start a new invoice report.
2. Use filters to include only open or unpaid invoices.
3. Use a calculated field or existing aging property (if available) to group invoices into age ranges.
4. Aggregate on invoice amount and group by aging bucket.
5. Choose a bar or column chart to display total outstanding by aging category.
6. Save the report as Invoice Aging.

Build an Accounts Receivable Dashboard in HubSpot

Once the key reports exist, you can assemble them into a dedicated accounts receivable dashboard inside HubSpot so your finance and sales teams have a single destination for invoice insights.

Step 6: Create a New Dashboard

1. Navigate to the dashboards area in your account.
2. Click to create a new dashboard.
3. Choose a blank layout or a simple grid that supports several reports.
4. Name it something clear, for example Accounts Receivable.

You can specify whether this dashboard is private, shared with specific users, or available to everyone with dashboard access.

Step 7: Add Invoice Reports to the HubSpot Dashboard

Now place the invoice reports you built earlier onto the new accounts receivable dashboard.

1. Within the dashboard editor, choose Add report.
2. Search for the reports you saved, such as:
   • Overdue Invoices
   • Upcoming Invoices
   • Collected Invoice Revenue
   • Invoice Aging
3. Add each one to the layout.
4. Resize and arrange tiles so critical overdue and upcoming views are at the top.

This layout turns your HubSpot dashboard into a single view of current and expected cash position driven by invoice activity.

Step 8: Customize Filters on the HubSpot AR Dashboard

Dashboard-level filters let you refine all invoice reports at once, which is useful for managers who want to focus on certain teams, pipelines, or time windows.

1. Open the dashboard filters panel.
2. Add filters such as:
   • Invoice owner
   • Team
   • Invoice date or payment date
   • Pipeline or deal stage, where relevant
3. Apply filters and confirm that each report updates accordingly.
4. Save default views for different stakeholders, such as finance, sales leadership, or specific regions.

Use and Maintain Your HubSpot AR Dashboard

With your accounts receivable dashboard in place, you can use HubSpot data to support better revenue and collections decisions.

Daily Workflows with the HubSpot Dashboard

• Collections follow-up: Collections or account managers can filter to their own invoices and call or email customers with overdue balances.
• Cash forecasting: Upcoming invoices and aging reports provide quick insight into expected inflows.
• Sales alignment: Sales reps can monitor payment status of their deals directly from the same environment where they manage pipelines.

Keep Invoice Data Clean in HubSpot

The accuracy of an accounts receivable dashboard depends on consistent data management.

• Ensure invoice statuses are updated promptly when payments are received.
• Verify that each invoice is correctly associated with deals and companies.
• Use standardized naming conventions for invoice records and properties.
• Regularly review filters and date ranges to match your reporting needs.

More Resources for HubSpot Invoice Reporting

The official knowledge base explains the full invoice reporting feature set, including additional filters and visualization options. To go deeper into the available configuration choices, see the original guide on how to set up an accounts receivable dashboard using invoice reports in this HubSpot article.

By combining accurate invoice data, clear reports, and a focused dashboard, your team gains a real-time view of accounts receivable inside HubSpot without relying on disconnected spreadsheets or separate analytics tools.

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