NetClose - Close Progress Dashboard

Overview

The Close Progress dashboard is the operational view of the NetClose Dashboard. It shows real-time progress on the current (or selected) accounting period across the Tasks, Reconciliations, and Flux modules in a single screen. 

Use Close Progress to answer questions like:

• Where are we today?
• Who do I need to chase?
• Which items are blocking the close?
• Are we on track to hit our target close day?

For retrospective, cross-period analytics, see the Close Trends dashboard. For an individual contributor's personal queue, see the My Work dashboard.

Accessing the Dashboard

Navigate to NetClose > Dashboard > Close Progress. The dashboard opens to the current open accounting period, the consolidated subsidiary, and all modules the user has access to. View full size

Filters and Controls

The filter bar runs across the top of the dashboard. All filters update the URL, so a filtered view can be bookmarked, saved as a NetSuite shortcut, or shared. View full size

Global filters include Period and Subsidiary. Period defaults to the current open period. Subsidiary defaults to consolidated but the user can select or multi-select specific subsidiaries.

Module toggle buttons let users include or exclude Tasks, Reconciliations, or Flux from the visible metrics.

Close Period button is visible only to users with full edit access on the Lock Modules record. From the dialog, the user can either lock NetClose modules (preventing any further changes to any module) or mark the close complete (which records a close timestamp without locking transactions). This does not interact with or affect the status of your NetSuite Accounting Periods.

Export button downloads an Excel file of the module completion breakdown for the selected period and filters. See Export.

Summary Cards

Three cards sit at the top of the dashboard. Each is described below. View full size

Close Progress

A progress ring showing the percent of items complete across all selected modules for the period, with a count of completed items vs. total items below the ring.

Predicted Close

The expected close date, calculated from the current completion rate. The card shows:

• Predicted date - For example, "Jan 10". Calculated as today plus (remaining items / completion rate), where completion rate is items completed divided by days elapsed since the day after period end. When total items is zero or when the computed rate is non-positive, the card shows "No items" or "Not enough data," respectively. 
• Target date - Derived from the Target Close Day populated in NetClose > Setup > System Setup > System Features > Close Control. For example, with a target of Day 8 and a December close, the target is January 8. This date is currently absolute rather than relative (business days). If no date is populated, the system defaults to the 15th of the month. View full size

Status Breakdown

Shows items completed, in review, in progress, and overdue. Select the refresh button in the card header to re-run the underlying query.

Module Completion Breakdown

Shows the module completion breakdown, broken out by on-time/late items, on track, and overdue items. View full size

Close Pace Chart

A cumulative line chart showing the close as it has actually progressed against the planned target pace. X-axis shows days from period end (Day 0) and Y-axis shows cumulative sign-offs. When actual lines sit above the target line, the close is ahead of pace. When actual lines sit below, the close is behind.  View full size

Actionable Insights

A four-column card grouped by what needs attention right now during an active close. Expand any row to drill into the underlying items. View full size

Close Calendar

A monthly (or weekly) calendar showing every close item by its due date. Item dots are color-coded by module. The calendar opens to whichever month contains the most items for the selected period, so users land on the busiest month by default. Users can filter the calendar by preparer, reviewer, or status. View full size

View by Dimension

A grouped, expandable list that lets users slice the close by one of four dimensions. Use the dimension toggle in the right corner to switch between dimensions. View full size View full size

Overdue Items

A table at the bottom-left of the dashboard listing every item past its due date for the selected period. View full size

Scroll to the right on the table to see Attribution - whether the preparer or the reviewer is responsible for the delay. If the preparer due date has passed and the item has not been submitted, attribution is Preparer. If the item has been submitted but the reviewer due date has passed, attribution is Reviewer. 

At-Risk Dependencies

A table at the bottom-right of the dashboard listing tasks that are overdue and have downstream tasks blocked on them. This card is built for Tasks dependencies specifically.

Permissions and Visibility

Access to the dashboard is governed by NetSuite role permissions on the existing NetClose module custom records (NetClose Task, NetClose Reconciliation, and NetClose Flux Analysis). There is no separate dashboard custom record.

If the user has no View permission on any of the three module records, the dashboard displays "You do not have access to any modules. Contact your administrator." in place of all cards.

Subsidiary restrictions follow NetSuite's standard subsidiary permissions. Users only see items whose subsidiary they have access to.

Limitations and Callouts

• The Predicted Close calculation uses calendar days, not business days. Closes that span weekends and holidays may show optimistic predictions early in the cycle.
• Items that have been restarted (rejected, then re-submitted) use the final completion date for all timeliness calculations.
• Multi-subsidiary reconciliations count toward every subsidiary they apply to when the subsidiary filter is set to a single sub.
• A period with zero items completed in the close window returns "Not enough data" on the Predicted Close card.