Cross-Workspace Close Dashboard
Portfolio-level executive dashboard that rolls up close progress across multiple Numeric workspaces — completion rates, overdue counts, reviewer bottlenecks, and prioritized action items side-by-side. For CFOs, controllers, or close managers overseeing multiple entities.
Portfolio-level executive dashboard that rolls up close progress across multiple Numeric workspaces — completion rates, overdue counts, reviewer bottlenecks, and prioritized action items side-by-side. For CFOs, controllers, or close managers overseeing multiple entities.
Before You Begin
Use this skill when: you oversee 2+ entities and want a comparative rolled-up view. Use Close Pulse instead when: you want a deep operational view of a single workspace.
- Numeric MCP connected.
- Numeric Toolkit installed.
- Access to 2+ workspaces (use Close Pulse for single-workspace views).
- A close period that exists in each target workspace (flexible month/year matching handles slug differences).
How It Works
- Ask Claude for a portfolio view. Example prompts:
- "Cross-workspace close dashboard for March."
- "Which entities are behind?"
- "CFO dashboard across all workspaces."
- Claude lists all accessible workspaces — you multi-select which to include and Claude resolves the period per workspace (flexible month/year matching).
- Claude launches parallel sub-agents — one per workspace — to pull tasks, assignees, and statuses in parallel. Claude aggregates portfolio totals, per-entity rollups, assignee concentration, overdue list.
- Claude generates two deliverables: an HTML dashboard and a companion Excel workbook.
What You Get
HTML dashboard (Numeric's brand palette — violet, Inter font, light lavender cards):
- KPI cards: completion %, overdue count, active entities, rec status, JE status
- Entity completion bars ranked by progress
- Donut chart + task mix breakdown (recs / JEs / custom / flux)
- Preparer workload and reviewer concentration risk
- 8–10 prioritized action items with named owners and specific math ("Rene owns 62 tasks across 2 entities; engage or redistribute")
- Deadline timeline: overdue → next 3 days → rec wave
Excel workbook with the granular detail behind the dashboard:
Troubleshooting
FAQ
- Can I filter workspaces by keyword? Yes — "all Connect workspaces" or multi-select from the list.
- Custom dashboard colors? Default is Numeric brand palette. Ask Claude to edit the skill to change colors.
- How many workspaces can it handle? Tested with 10+; sub-agents parallelize data pulls.
- Single-workspace deep view? Use Close Pulse instead — purpose-built for that.
Download & Install
Download the full Numeric Toolkit (15 community skills, including this one):
Install via Claude Code CLI:
/plugin marketplace add geoff-lew/numeric-toolkit
/plugin install numeric-mcp-toolkit
Or drop the .skill directory into ~/.claude/skills/ manually. Once installed, just describe what you need — the skill activates automatically.
Need help? Reach out to support@numeric.io.
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