Read the month-end close dashboard

What the dashboard shows

The dashboard is called the Month-end close dashboard. It gives your team a quick view of work that is still moving through the client document collection process.

Dashboard cards

• Open closes shows monthly close requests that are still in progress.
• Past due shows requests where client follow-up may be needed.
• Outstanding items shows documents or responses that are still missing.
• Ready for review shows client uploads that need your team to review them.
• Close checklists shows reusable templates for recurring close work.

Client close blockers

The Client close blockers section lists clients with outstanding documents, notes, or corrected uploads still needed. Each row shows the client, close period, progress, due date, status, and a Review button.

Follow-ups due

The Follow-ups due section lists requests that need a reminder. If you have permission, you can send the reminder or open the request from this section.