Total Balance

The sum of all outstanding balances across all active customer accounts.

Financial

Unit: currency

About This Metric

Represents the total amount owed by all active customers. This includes current charges, past due amounts, and any pending payments. A higher balance may indicate growth but also increased accounts receivable risk.

Formula

SUM(customer.balance) for all active customers

Code Expression

customers.filter(c => c.statusText === 'Active').reduce((sum, c) => sum + c.balance, 0)

Data Sources

diamond-customers
balancestatusText
Customer balance from FieldRoutes sync

Caveats & Limitations

•Includes both current and past-due balances
•Does not reflect pending payments in transit
•Balance updates with each FieldRoutes sync cycle

Related Metrics

Average Balance

The mean outstanding balance per active customer account.

Overdue Amount

Total balance that is past the payment due date across all accounts.

Auto-Pay Rate

The percentage of active customers enrolled in automatic payment.

Calculation Source

Real-time (Cosmos DB)

Climb Analytics