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Close dashboard

The Close dashboard is the progress view for your team's month-end close. Open it from the Dashboard link in the navigation menu.

What it shows​

The Close dashboard gives you a visual breakdown of your close: team assignments, completion progress, and month-over-month statistics. You can view progress:

  • by user: how much each team member has completed,
  • by folder: which areas of the close are done or outstanding,
  • by subsidiary: progress for each entity,
  • by subsidiary group: combined progress for the subsidiaries in each group, and
  • across the whole team: the overall state of the current period.

Use the Subsidiary Selector and Period Selector in the breadcrumb menu to change which subsidiary and period the Close dashboard reflects.

In an overview card, select View Details to see a more detailed progress breakdown. Use Break down by to choose the second dimension. If subsidiaries are available, select View Details again to see the remaining dimension. At the final level, select the card title to open the matching folder page.

Subsidiary groups appears under Group by when the selected subsidiaries span more than one group. Subsidiaries without a group are shown together as No group. Select View Details on a group card to switch the dashboard to that group, the same as choosing the group in the Subsidiary Selector, broken down by subsidiary.

Select Checklist or Reconciliations to open the corresponding task list, filtered to the subsidiary, user, and folder represented by the selected cards.

The Progress section counts assigned tasks (the journal entries Posted bar counts every draft). The progress cards (Checklist, Reconciliation, Agent tasks, and Journal entries) show how many tasks at each stage (Prepared and Reviewed, or Reviewed and Posted for journal entries) are Completed, On Track, or Late. The Prepared bar covers every assigned task, and the Reviewed bar covers the tasks that have at least one reviewer. A task is late when someone who still needs to sign off is past their due date. Select a segment to open the matching list filtered to those tasks, or select the card title to open the full list. Both keep the subsidiary, user, and folder selected on the dashboard. For journal entries, only the Posted bar links, because the list cannot separate reviewed drafts from unreviewed ones. Flux has no task list, so the Flux card does not link anywhere.

AI close-analysis summary​

The Close dashboard can generate an AI close-analysis summary that highlights where the close stands and what still needs attention. You can regenerate the summary on demand.

Where to go next​