Free License - Managing Dashboard Page

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

The Dashboard includes the following 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.

• Close Timeline[v26.2] — Displays a Gantt chart of all checklist tasks for the selected period, colour-coded by workflow status.