Close Status Dashboard
Monitor your close period progress with real-time indicators, calendar views, and team collaboration tools.
Dashboard Overview
The Close Status Dashboard gives you a real-time view of your current close period. It displays overall completion progress, highlights overdue items, and surfaces key metrics so your team can stay on track throughout the close.
Progress Indicators
The dashboard includes three progress views to help you understand where things stand. The Overall progress indicator shows the total completion percentage across all tasks in the current close period. The Team Member view breaks down progress by individual, so you can see who is on track and who may need support. The Function view groups progress by task function category — such as Accounts Payable, Revenue, or Payroll — giving you visibility into which areas of the close are complete and which are still in progress.
Task Overview
The task overview section provides a consolidated list of all close tasks for the current period. You can see each task's status, assignee, due date, and priority at a glance. Use the filters to focus on specific statuses, assignees, or function categories to quickly find what you need.
Calendar View
The calendar view displays your close tasks on a calendar layout, making it easy to visualize due dates and workload distribution across the close period. This view helps you identify scheduling conflicts, gaps in coverage, and upcoming deadlines so you can plan accordingly.
Team Messaging
The team messaging feature lets you communicate directly within the Close Status Dashboard. Use it to send updates, ask questions, or flag issues without leaving CloseFlow. Messages are visible to all team members in the organization, keeping everyone aligned during the close process.