MA Assist • Revenue & Outstanding by Client
No v3.6+ aged-debt snapshots are available yet for MA Assist.
Run a fresh aged-debt report from the Report Generator to populate this view.
| Stage | Client | L12M Revenue * | Lifetime Value | L12M Invoices | Outstanding £ | Overdue £ | Inv. Count | Oldest Invoice | Avg Days Overdue | Account Manager | Account Owner |
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* L12M revenue is a derived figure. Invoices raised and settled within the same week are invisible to aged-debt snapshots and are excluded from this total.
Upload a CSV exported from Monday.com to update Account Manager and Account Owner per client.
Tick a row to merge that CSV name into the existing client. Unticked rows are stored under the CSV name as-is.