Dashboard
The Dashboards module provides analytics and visualization of financial close processes. It aggregates performance metrics, task status indicators, and timeline data to support effective process oversight and management.
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:
| Tab | Description |
|---|---|
|
Overview
|
Displays summary cards and reconciliation progress charts for your personal workload.
|
|
Unmatched Risk
|
Displays unmatched items across reconciliations with risk-level classification for the selected period.
|
|
Unmatched Aging
|
Displays carry-forward unmatched items across reconciliations with monthly aging buckets.
|
|
Close Timeline [v26.2] |
Displays a Gantt chart of all checklist tasks for the selected period, color-coded by workflow status.
|