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Managing Dashboard Page

The Dashboard page provides a comprehensive overview of your reconciliation workload and progress.

The Dashboard includes two tabs:

  • Overview — Displays KPI cards and reconciliation progress charts.
  • Unmatched Risk — Displays unmatched items across legal entities with risk-level classification for the selected period.
  • Unmatched Aging — Displays carry-forward unmatched items across legal entities with monthly aging buckets.

 

 

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