Weekly overdue customer report

An accounting export dropped in a folder becomes a ranked overdue report, sent to leaders by email and Teams.

The overdue customer report on a laptop: the 15 biggest overdue customers with balances by age, all invented test data.

Status: Private copy, filmed on test data
Runs on: Microsoft 365, SharePoint, Excel, Teams, Outlook, Power Automate, Azure Functions
Data: Invented companies and test data

Opening frame of the trailer for Weekly overdue customer report.

The problem

At Brightwater Systems (an invented company), finance exported a customer aging report every week. Someone then aged each invoice and ranked the worst customers by hand. The leaders wanted the result sent to them without anyone building it.

What I built

A Power Automate flow starts when the export lands in SharePoint. An Azure Function ages each invoice with a grace period and builds an Excel report: top customers, all overdue, held-back items and totals. The flow emails it, posts to Teams and deletes the raw file. A SharePoint dashboard came later.

The sales team page with reps grouped under leaders, each with a Move to button, using invented names and amounts.

The same report on a phone, showing the demo notice and the top overdue customers (invented data).

What it changed

Tested end to end in a test tenant: an export of a few hundred customers became a finished report in about 18 seconds. A public dashboard demo runs on scrambled data. Use by the real finance team has not started yet.

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