How Do You Balance Raw Data and Reporting in an AR Dashboard?

Hi everyone,
I’ve been working on improving my Excel skills and recently started building a Receivables Management Dashboard for practice. The goal is to track outstanding invoices, aging, customer balances, overdue amounts, and overall collection trends in one place.

While building it, I’m finding it a bit tricky to decide the best way to structure the raw data versus the reporting layer, and how to keep everything dynamic without making the file too complex or slow.

If anyone has built something similar, I’d love to hear what approaches worked well for you, what you would focus on first, and any common pitfalls I should watch out for. Appreciate any advice or experiences you’re willing to share.