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 more details. On the Task insights tab, you can select task names to open the task details page. Here you can update the task's status and edit the task.

On the Task assignment insights tab, in the Progress by checklist section, select a checklist ID to view the checklist. You can then update the checklist's status or edit the checklist.

In the sections with a Total tasks column, select the number to view a list of the tasks. You can then view the task details, edit the tasks, or export the task list.

Regional availability

Close progress monitor is available in the following regions:

  • Canada

  • United Kingdom

  • United States