You will get Collections & Accounts Receivable Dashboard
Project details
Most small businesses are leaving money on the table — not because they aren't billing, but because they don't have a clear, real-time picture of who has paid, who hasn't, and who needs a follow-up call today.
That's exactly what this dashboard fixes.
I spent over a decade managing collections across large client portfolios. At Expansive Workspace I built a collections tracking system from the ground up that drove 97% collections against a 92% target — across a portfolio generating $500,000 in monthly billing. That's not a template. That's a system I designed, built, and ran under real business pressure with real money on the line.
This project delivers that same operational clarity in a clean, customized dashboard built around your specific billing cycle, client base, and collections workflow.
You'll see exactly who owes what, how overdue each balance is, and who to contact first — all in one place, updated in real time.
What sets this apart is simple: you're not hiring someone who learned collections from a course. You're hiring someone who has lived it — and can build you something that actually works.
Stop chasing invoices. Start closing them.
That's exactly what this dashboard fixes.
I spent over a decade managing collections across large client portfolios. At Expansive Workspace I built a collections tracking system from the ground up that drove 97% collections against a 92% target — across a portfolio generating $500,000 in monthly billing. That's not a template. That's a system I designed, built, and ran under real business pressure with real money on the line.
This project delivers that same operational clarity in a clean, customized dashboard built around your specific billing cycle, client base, and collections workflow.
You'll see exactly who owes what, how overdue each balance is, and who to contact first — all in one place, updated in real time.
What sets this apart is simple: you're not hiring someone who learned collections from a course. You're hiring someone who has lived it — and can build you something that actually works.
Stop chasing invoices. Start closing them.
Project Type
Data Entry, Project Management, OtherWhat's included
| Service Tiers |
Starter
$300
|
Standard
$500
|
Advanced
$850
|
|---|---|---|---|
| Delivery Time | 4 days | 7 days | 14 days |
Number of Revisions | 1 | 2 | 3 |
Optional add-ons
You can add these on the next page.
Additional Revision
+$75
Live Walkthrough & Training Call
+$100
Collections Email Template Package
(+ 2 Days)
+$125
Custom Automation Setup
(+ 4 Days)
+$250Frequently asked questions
About Brady
Customer Success & Operations Consultant
Moline, United States - 6:15 pm local time
I help businesses build the processes, tools, and frameworks that improve retention, reduce friction, and scale efficiently. At Expansive Workspace I built a nation-wide automated Retention Tool that drove 94% retention against a 78% benchmark, and a Collections Dashboard that achieved 97% collections against a 92% target. At Uber I led a team ranked #1 globally in CSAT three consecutive times.
I specialize in:
• Customer success & account management
• Client onboarding & implementation
• Retention strategy & churn reduction
• Operational process design & improvement
• Dashboard & reporting tool development
• Remote team leadership & cross-functional collaboration
I'm a proven remote operator — self-directed, highly organized, and comfortable managing complex projects and client relationships without in-person oversight. I deliver clean work, clear communication, and measurable outcomes every time.
Steps for completing your project
After purchasing the project, send requirements so Brady can start the project.
Delivery time starts when Brady receives requirements from you.
Brady works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery & Data Review
I review your intake responses and any existing invoicing data you've shared to understand your billing cycle, client volume, and current collections challenges.
Dashboard Architecture
I design the structure including invoice tracking, payment status logic, aging buckets, overdue flagging, and any automation tailored to your specific billing workflow.