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.
Timely month-end closes are a key benchmark for firm performance. Review the team's history of completing the month-end close within the deadlines set.
With this feature:
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
A new visual column appears on the Client List, summarizing 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
The column displays the current month and up to 6 months of close history to track performance over time.
Hovering over the close performance column will show a tooltip with additional information.