Dashboard
The Dashboard module provides comprehensive real-time analytics and visualization of financial close processes. This centralized monitoring interface aggregates critical performance metrics, task status indicators, and timeline data to enable effective process oversight and management.
The dashboard functions as the primary operational interface for close process monitoring, delivering both aggregate performance data and granular task-level details through interactive visualizations.
Accessing Dashboard
To access the Dashboard:
Log in to Account Reconciliation.
Select Dashboard from the left navigation pane.
The Financial Close Dashboard loads automatically, displaying data for the current close period.
To view dashboards for different periods:
Go to the Period selector on the header bar (for example, "Oct 2025")
Select your desired period from the calendar dropdown.
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.