Overwatch Dashboard

Overwatch is your morning starting point. It gives you a portfolio-wide view of what needs your attention across all clients.

What You See When You Open Overwatch

The Headline

At the top, Overwatch tells you "What needs judgment now" — a summary of items that require your professional review.

The Four Key Numbers

Metric	What It Counts	What To Do
Approvals	Items Kraal identified that need your sign-off before they can proceed	Click to see items waiting for your review
Blocked	Items that can't move forward — waiting on your input, a missing setup step, or client action	Click to see what's stuck and why
Resolved	Items Kraal handled today — click to audit what changed	Review periodically to verify automated actions
Close	Month-end close status — shows N/A when no close cycle is active	Check during close periods

TIP

Each metric card is clickable. Click any number to drill into the specific items behind it.

Portfolio Scope

Overwatch shows work across all your clients by default. You'll see a scope note confirming this:

Portfolio scope: all clients. Overwatch counts active work across all clients.

If you want to focus on a single client, use the dropdown to filter.

The Work Items List

Below the metrics, you'll see a prioritized list of work items. Each row shows:

• Classification badge — the severity (High, Review, Medium)
• Description — what the issue is, in accounting terms
• Category and status — where the item came from and its current state
• Action button — click to open the right screen and act on it

Common work items you'll see

Item Type	What It Means	Typical Action
Close blockers	Something is preventing month-end close from completing	Open the close workspace to investigate
Cash balance alerts	A client's bank balance has dropped below a threshold	Review the cash context and assess risk
AP aging exceptions	Bills are overdue beyond the configured threshold	Review aging details and follow up
AR aging exceptions	Invoices haven't been collected beyond the threshold	Review outstanding amounts and follow up with clients
Inventory exceptions	Stock discrepancies or integration issues detected	Open the exception inbox to review
Sync blockers	Data synchronization issues with the connected accounting system	Open dispatch to resolve

The Right Panel

On the right side of Overwatch, you'll find three supporting sections:

Client Requests

Shows pending requests, document uploads, and approval items from your clients. This is where client collaboration surfaces.

Signals

Evidence-backed alerts that surface issues before you go looking for them. Each signal has an Acknowledge or Dismiss button.

• Watch signals are informational — something to be aware of
• Alert signals need action — something is blocking progress

Anomaly Detection

Shows whether Kraal has detected unusual patterns in your accounting data. A Nominal status means no concerns.

What To Do Next

After reviewing Overwatch:

1. Address any High items — these are urgent
2. Review any Approval items — these are waiting on your judgment
3. Open Kraven (orange button, top right) to process items efficiently
4. Check Signals — dismiss anything you've already handled