NetClose - Close Trends Dashboard
Overview
The Close Trends dashboard is the retrospective, cross-period view of the NetClose Dashboard. Close Trends is built for accounting managers and controllers who want to see how their closes are performing over time and what is consistently slowing them down.
For real-time close progress on the current period, see the Close Progress dashboard. For an individual contributor's personal queue, see the My Work dashboard.
Accessing the Dashboard
Navigate to NetClose > Dashboard > Close Trends. The dashboard opens with a 12-month rolling window across all modules the user has access to.
Historical Trends Chart
A single-metric line chart at the top of the dashboard. Toggle between 12-month, 6-month, or year-to-date in the top right corner.
The Y-axis adapts to the selected metric in the dropdown.
- Days to Close - Calendar days between the period's end date and the period's formal close timestamp (set when a user closes the period via the Close Period dialog on the Close Progress dashboard). Only formally-closed periods contribute.
- On-Time Rate - Weighted across preparer and reviewer punctuality. Items without a due date are excluded from the denominator.
- Late Items - Items completed after their due date plus items from that period still currently open and past due. The metric uses today as the "overdue" clock, so an item that's never been completed continues to count against its period each refresh.
Summary Averages
Three stats below the chart - Avg Days to Close, Avg On-Time Rate, and Avg Late Items - averaged across the periods in the selected time range. Avg Days to Close excludes periods that were never formally closed (they would otherwise pull the average toward 0).
Retrospective Workflow Metrics
Four workflow quality stats averaged across the selected time range. Each is color-coded by threshold.
- Preparer On-Time Rate - Percent of items submitted by the preparer due date. Items without a preparer due date are not counted.
- Reviewer On-Time Rate - Percent of items reviewed by the reviewer due date. Items without a reviewer due date are not counted.
- Auto-Reconcile Rate - Percent of Reconciliations that auto-reconciled (no manual close-out required).
- Rejection Rate - Percent of submitted items the reviewer sent back. Lower is better; the metric is currently fixed at 0 pending a backend update.
Period Comparison Table
A sortable table listing every period in the selected time range with the per-period metrics: Period, Days to Close, Preparer On-Time, Reviewer On-Time, Auto-Recon, and Late Items. Click any row to jump to the Close Progress dashboard filtered to that period.
Close History
A scrollable list of the last 36 periods showing a status dot (green if closed, gray if open), the period name, days to close, the closed timestamp, and a Closed / Open badge. Use Close History as a chronological audit trail of close activity.
Completion Rate Trend
A sparkline showing the per-period completion rate (completed items / total items) across closed periods in the selected range. The card header shows the average completion rate. A flat line near 100% indicates consistent full completion; a downward trend indicates closes are slipping more items.
Auto-Reconcile Rate Trend
A second sparkline showing the per-period auto-reconcile rate across closed periods. The card header shows the average. A rising trend indicates more Reconciliations are auto-reconciling without manual intervention, freeing time for the team to focus on exceptions.
Frequently Late Items
A table listing the items that have been late in the most periods over the selected time range. Sorted by Times Late descending by default. Use this table to identify chronic problem accounts - candidates for re-scoping (move the due date, reassign, or rebuild the underlying source).
Limitations and Callouts
- Close Trends excludes the current open period from rate-of-close metrics. Periods only contribute once they are formally closed (or marked complete).
- Periods that never closed appear in the Period Comparison Table with "-" in the Days to Close column but are still counted in non-rate metrics (Late Items, etc.).
- Frequently Late Items relies on completion dates, so items still open at the time of viewing do not appear in this table - they would surface in Close Progress > Overdue Items instead.
