Unified Real-Time Dashboard
8 purpose-built widgets giving you complete visibility into every aspect of your financial close — from ledger mapping to team collaboration, all updating in real time.
Turnaround times, bottlenecks, balance discrepancies, accuracy metrics, and more — in one unified view.
The Problem With Fragmented Dashboards
Most close management tools give you a single progress bar and call it a "dashboard." But a real financial close involves dozens of moving parts: mapping statuses, processing times, balance variances, team bottlenecks, and communication patterns. Without a unified view across all these dimensions, you are flying blind — spending hours in status meetings, chasing updates via email, and discovering bottlenecks too late.
8 Widgets. One Unified View.
Every widget updates in real time via WebSocket. Filter by month and year, refresh on demand, and drill into any metric.
8 Widgets, 8 Dimensions of Visibility
Each widget targets a critical aspect of your close process. Together, they replace status meetings, email chains, and spreadsheet trackers.
Ledger Mapping Visibility
Track GL mapping completion in real time. See which accounts are mapped, which need attention, and monitor mapping trends across periods.
Schedule Adherence
The Due Frequency widget reveals schedule timing patterns and adherence rates, helping you optimize close timelines and resource allocation.
Stage-by-Stage Turnaround
Measure processing time per workflow stage — Creator, Verifier, Reviewer, Auditor — to pinpoint exactly where delays occur.
Bottleneck Detection
Automatically identify the slowest processes and stuck items. Get actionable alerts before bottlenecks impact your close deadline.
Balance Discrepancy Analysis
Monitor TB balance variances with drill-down capability. Spot discrepancies early and track resolution progress in real time.
Accuracy Tracking
Data accuracy metrics and error rates across your entire close. Track improvements over time and maintain audit-ready precision.
Collaboration Insights
See the most discussed schedules and items. Identify where your team is collaborating heavily — often a signal of complexity or issues.
Communication Trends
Track comment volume over time. Understand communication patterns during the close cycle and identify peak collaboration periods.
Widget Spotlight
A closer look at each of the 8 widgets powering your Unified Dashboard.
Ledger Mapping Status
Displays GL mapping completion percentage with visual progress indicators and trend lines. Drill into unmapped accounts and track mapping velocity across periods.
Due Frequency
Analyzes schedule adherence patterns showing which schedules consistently meet, miss, or beat their deadlines. Helps optimize future close timelines.
Turnaround Time
Breaks down average processing time across the Creator, Verifier, Reviewer, and Auditor stages. Visualizes stage-by-stage performance with comparative bar charts.
Workflow Bottleneck
Surfaces the slowest processes, stuck items, and overdue workflows. Color-coded severity indicators help you prioritize intervention.
Balance Discrepancy
Monitors TB balance variances with threshold-based alerts. Drill down from summary to individual account discrepancies for rapid resolution.
Accuracy
Tracks data accuracy metrics and error rates with trend analysis. Compare accuracy across periods to measure process improvement.
Most Discussed Items
Ranks schedules by comment activity, highlighting items receiving the most team attention — a leading indicator of complexity or emerging issues.
Chat Activity
Visualizes comment volume trends over time with daily/weekly breakdowns. Understand communication surges and correlate them with close milestones.
Role-Based Widget Visibility
Admins and Company Admins see all 8 widgets for complete oversight. Other roles see a curated subset matching their responsibilities — ensuring every user gets the insights they need without information overload. Widget visibility is automatically managed based on your role assignment.
How It Works
The Unified Dashboard aggregates data from every schedule, team member, and workflow stage — updating in real time via WebSocket.
8 Widgets, One Unified View
The Unified Dashboard aggregates data from every schedule, workflow stage, and team member into 8 specialized widgets — each targeting a critical aspect of your financial close.
Real-Time Data via WebSocket
Every status change, schedule completion, comment, and discrepancy resolution flows into the dashboard in real time via WebSocket. No polling, no refreshing — just instant updates.
Role-Based Intelligence
Admins and Company Admins see all 8 widgets for full oversight. Team members see a curated subset matching their role, ensuring everyone gets relevant insights without noise.
Filter, Drill Down, and Act
Filter by month and year (2023-2026), drill into any metric for granular detail, and take action directly from the dashboard. From bird's eye to line item in two clicks.
Frequently Asked Questions
Common questions about the Unified Dashboard and its 8 widgets.
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