Task board
June 2024 close
Generate AI status
Total tasks
28
June close
Complete
16
57% done
In progress
7
On track
Blocked
3
Need action
Days left
1
Close window
Not started2
Board pack PDF assembly
FC TeamD+5High
Final management accounts sign-off
CFOD+5High
In progress7
Variance analysis — P&L
Sarah M.D+4High
Intercompany reconciliation
James T.D+4Med
Accruals review and posting
Priya K.D+4Med
Fixed asset depreciation run
James T.D+3Low
Tax provision calculation
FC TeamD+4High
Prepayments schedule update
Priya K.D+4Low
Management commentary draft
Sarah M.D+4High
Blocked3
Balance sheet reconciliations
Sarah M.Overdue D+3High
Waiting on IT: GL export from SAP not received
Revenue recognition journals
James T.Overdue D+3High
Pending approval from Legal re: contract amendments
Payroll accrual confirmation
Priya K.Overdue D+3Med
HR hasn't confirmed final headcount numbers
Complete16
Bank reconciliation
Sarah M.D+1 ✓
AP ledger close
James T.D+1 ✓
AR ledger close
Priya K.D+2 ✓
Payroll posting
Priya K.D+1 ✓
Sales invoicing cut-off
Sarah M.D+2 ✓
Purchase ledger cut-off
James T.D+2 ✓
Cash flow statement draft
FC TeamD+3 ✓
GPT-4o
AI close status report
Click "Generate AI status" above to produce a CFO-ready close status update.
Close checklist
June 2024 close
New period
Close timeline
D+1 to D+7 · June 2024
■ Complete ■ In progress ■ Blocked ■ Planned ◀ today = D+4
Close analytics
Last 6 closes
Avg close days
4.2
↓ from 5.8 prev year
Avg blockers
3.5
Target: <2
On-time closes
5/6
83% on target
Tasks per close
28
Stable
Fastest close
3.5d
March 2024
Close duration trend
Days taken per period
Blockers by root cause
Last 6 periods combined
Completion by owner — day 3
Avg % complete by close D+3
On-time rate by category
% tasks completed by due date