Controller dashboard
Dealership Controller Dashboard for Month-End Close
Controllers need a practical dashboard that shows what is prepared, what is waiting on review, and where evidence lives. AuditTraq organizes month-end close status by module inside Microsoft 365 and SharePoint.
Status without chasing
See close progress by month, module, owner, and review status.
Evidence one click away
Dashboard status should connect to supporting workpapers, notes, and signoffs in SharePoint.
Built for controller workflow
The dashboard supports controller review, CFO visibility, and consulting implementation conversations.
Dashboard design
What a dealership controller dashboard should show
The dashboard should answer operational questions quickly without creating another isolated system.
Close progress
- Prepared, submitted, reviewed, and approved status
- Open rework items
- Owner and reviewer assignments
- Last updated context
Module visibility
- Cash, floor plan, inventory, AR, AP, payroll, accruals, fixed assets, departments, and GL support
- Store and month filters
- Priority exceptions
- Links to evidence
Management review
- CFO view of readiness
- Controller review queue
- Follow-up notes
- Close package completion status
SharePoint connection
Dashboard plus organized document management
A dashboard is only useful if the source evidence is structured and accessible.
Evidence links
- Workpapers stored in SharePoint
- Metadata connects files to dashboard context
- Review notes retained with the month
- Closed month archive remains searchable
Signoffs
- Preparer certification
- Reviewer approval
- Rework request notes
- Final close readiness
Request samples
- Controller dashboard sample/demo
- Month-end checklist template
- Evidence organization example
- Traq software sample available by request