AR% Calculator

Upload SamCart CSV Exports

Load the subscriptions export first, then add the charges export to track all payment transactions.

Subscriptions Export

Subscriptions CSV

samcart → subscriptions → export → select all subscriptions, all time

Drag & drop or

Charges Export

Charges CSV

samcart → charges → export all charges, all time

Drag & drop or

Step 1 of 2 Awaiting subscriptions CSV…
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Step 1: Subscriptions CSV
Upload subscriptions export
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Step 2: Charges CSV
Required for accurate AR% calculations

AR Operations Dashboard

Track current-month pace, historical performance, and exceptions requiring review.

-- AR-to-Date

-- As of --
--%
Collected: £--
Contracted (to date): £--
Payments: -- of -- collected
Shows % of revenue collected OF what was contracted to be collected so far this month

AR% by Calendar Month

Use “Show more columns” for client/payment volume diagnostics.

Month Collected Contracted AR% Progress New Clients Payments Due Payments Collected
No monthly data available

Exceptions & Edge Cases

Prioritize manual review items first. Counts include excluded subscriptions plus detected anomalies.

Upload a CSV to see edge case breakdowns.

Manual Review Queue: Top Anomalies

Email Total Value Collected Note
No anomalies flagged

Balancing Exceptions (No Deposit Link)

Email Name Total Value Row
No balancing exceptions

Monthly Contracted vs Collected Revenue

Payment Plan Distribution

AR% Heatmap Secondary

AI Recommendations Secondary

Upload CSV data to see recommendations

--

Overall AR%

Click to see calculation

--

Total Clients

Click to see breakdown

--

Avg. Completion Time

Click to see calculation

--

Completion Rate

Click to see calculation
Collected Revenue --
Collection Efficiency --
Overdue Rate --
Trend --

Client Journey Tracking

Client Plan Type Progress AR% Payment Status Subscription Status Validation Actions
No client data available

Copilot / MRR Analytics

Monthly Recurring Revenue from continuation subscriptions. (Note: £480/mo 'Copilot' is optional/potential MRR until paid).

Export Data

Processed Data Export

Download the complete processed dataset with AR% calculations

Monthly Summary Export

Download monthly AR% summary and statistics

Client Journey Export

Download detailed client payment journey data

Data Validation Overrides

Download manual categorizations/exclusions for review

Reconciliation: Airtable vs Calculator

Upload Airtable Months-AR Export

Upload your Airtable "Months-AR.csv" export to compare with Calculator results

Settings

OpenAI Configuration

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AI Analysis Settings

Use AI to identify patterns and generate insights from your data
Get AI-generated business strategy recommendations based on AR% data

Usage & Costs

API Calls This Month: 0
Estimated Cost: $0.00
Last Analysis: Never

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Last updated: --