About Close progress monitor

The Close progress monitor provides a clear, comprehensive view of your close progress by transforming Close Workspace data into actionable insights. Use this page to track task statuses, assignees, and due dates for real-time visibility into the progress of your close process.

The Close progress monitor is useful for business unit managers, accounting mangers, controllers, CFOs, and anyone else who needs to review the progress of your close process.

What's included

The Close progress monitor page is divided into 2 tabs: Task insights and Task assignment insights. Task assignments are the individual assignments for each task broken down by entity.

The Task insights tab includes the following sections:

  • Summary of how many tasks are overdue, at risk, on track, and complete.

  • Chart showing the progress by task category

  • List of the top 10 overdue tasks

  • List of the next 10 tasks that are due

The Task assignment insights tab shows progress measured in the following categories:

  • Task type

  • Checklist

  • Entity

  • Assignee

The underlying information used for the Close progress monitor can be downloaded in a CSV file. For the charts, you can switch between chart and table view. Even in chart view, the data is exported to the CSV file in table format.

The names of task owners and task assignees are available based on permissions. Therefore, users can access the Close progress monitor without seeing individual's names.

Filtering the data

You have multiple options for filtering the data on the Close progress monitor page. On the Task insights tab, you can filter by the following:

  • One or more checklist states

  • One or more specific checklists

  • Reporting period

On the Task assignment insights tab, you can filter by the same options listed above in addition to filtering by entity.

Drill-down functionality

In any location where you see a hyperlink, you can drill down to view more details.

  • Select task names to open the task details page, where you can update the task's status and edit the task.

  • Where you see a total number of tasks, select the number to view the associated list of tasks.

  • Select a task category to view a list of the included tasks.

  • Select a checklist ID to view the checklist. You can then update the checklist's status or edit the checklist.

Regional availability

Close progress monitor is available in all regions.