Cross-Workspace Close Dashboard

Last updated: April 17, 2026

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.

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.

Before You Begin

  • 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

  1. Ask Claude for a portfolio view. Example prompts:

    • "Cross-workspace close dashboard for March."

    • "Which entities are behind?"

    • "CFO dashboard across all workspaces."

  2. Claude lists all accessible workspaces — you multi-select which to include and Claude resolves the period per workspace (flexible month/year matching).

  3. 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.

  4. 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:

Tab

Content

Executive Summary

KPIs + entity table + preparer table

Action Items

Priority-ranked list with detail columns

Overdue Tasks

Full list sorted by days-late descending

Entity Status

All workspaces with task counts and statuses

Per-entity (one tab each)

Assignee breakdown + task type mix

Troubleshooting

Issue

What to Check

A workspace returns 0 tasks

Check that the right workspace and period were selected. Claude may select an empty workspace if other periods are open.

Wrong workspace routed

set_workspace can mis-route. The skill verifies the returned workspace name vs expected and flags discrepancies.

Missing entities in portfolio totals

Confirm the workspace was in the selected list and that it has a period matching the target month.

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.

  • 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):

🔗 numeric-mcp-toolkit.zip

Install via Claude Code CLI:

/plugin marketplace add geoff-lew/numeric-toolkit
/plugin install numeric-mcp-toolkit

Direct link to the Skill

🔗 cross-workspace-dashboard.skill

In Cowork, go to Customize in the left sidebar, click +, select the Skills tab, and click Install to upload the downloaded skill file.

Need help? Reach out to support@numeric.io.