The Close Performance column on the Client List gives the team a clear, visual snapshot of how each client’s closes are progressing over time. Review your team's history of completing the month-end close within the deadlines set.
Timely month-end closes are a key benchmark for firm performance. With this feature, you can:
Ensure reporting deadlines are being met
Identify clients who consistently delay closes
Identify internal blockers and areas for process improvement
How close completion tracking works
When a close is marked "Done", Double records the timestamp.
That timestamp is compared to the Close Due Date to determine if it was completed on time, late, or still in progress.
Close performance key
You’ll see a new visual column on the Client List that summarizes the status of month-end closes at a glance. Each symbol represents a monthly close:
🟢 Green Circle — Close completed on time
🔺 Red Triangle — Close completed late
⚪ Grey Circle — Close not yet completed
Each symbol = one month’s close. The column displays the current month and up to 6 months of close history so you can track performance over time.
💡 Hovering over the close performance column will show a tooltip with additional information.