The Dashboard is your close monitoring command center — a real-time overview of task status, overdue items, and completion trends across all your calendars.

Dashboard Widgets

Upcoming Tasks

Shows close tasks due soon, so preparers and controllers can prioritize work for the current period.

Overdue Tasks

Highlights tasks that have passed their due date — the most important widget during active close. Any overdue item needs immediate attention.

Task Statistics

Visual charts showing:

• Tasks by status (Not Started, In Progress, Pending Approval, Completed, Not Applicable)
• Tasks by calendar (e.g., close vs. tax vs. AP)
• Completion trends across periods

Recent Activity

A feed of recent status changes and updates — useful for controllers to see what the team has completed without asking for a status report.

Customizing the Dashboard

Configure which widgets appear and their arrangement in App Settings.

Time Periods

Use the date selector to focus on the period that matters:

• Today
• This Week
• This Month (most useful during month-end close)
• Custom Range (useful for quarter-end or year-end review)

Quick Actions

From the Dashboard, you can:

• Click any task to view details or update status
• Mark tasks as complete
• Navigate to the Kanban board for a full status view