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, 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.
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
- Drill into a specific area on the Folders page.
- Find your outstanding work with the My Open Items filter (see Signing off on tasks).