Accessing the Dashboard
Navigate to Matcher → Home in the left sidebar. The Dashboard is the Matcher UI’s default landing page. The active context and the period selector in the page header filter all data on the Dashboard. The period selector offers 7-, 30-, and 90-day windows, and it defaults to 90 days. A compact context selector sits next to it.
The Dashboard refreshes automatically every 30 seconds. A Live indicator and an Updated timestamp on the status rail show the last successful refresh. If a background refresh fails, the page flags the figures as possibly stale and offers a retry.
Status rail
A rail across the top of the board carries the context name and the selected window (for example, 90d). It also carries the Updated timestamp with the Live pulse. Two exception figures complete the rail: Total pending and Pending Overdue.
Balance line and worksheet
The hero of the page is a balance bar that scales matched against unmatched transactions. It shows the conservation truth that matched + unmatched = total, with the match percentage alongside. Below it, the Reconciliation Worksheet posts the same truth as a double-entry worksheet. A Cleared column holds matched transaction counts and amounts. An Open column holds unmatched counts and amounts, in credit-red when non-zero. A Total cleared / Total open foot closes the worksheet.
Match rate over time
A hairline plot shows the daily match rate over the selected period, with a delta against the previous point. Monitor it for downward trends that may indicate rule degradation or data-quality issues. The plot needs at least two data points to draw a trend.
Exposure panels
The bottom row holds a connected sheet of up to three panels:
These panels help treasury and operations teams quantify the financial exposure from unresolved items and spot resolution bottlenecks.
First-run experience
If the Matcher installation has no contexts yet, the Dashboard redirects to the guided setup flow. If the selected context has no reconciliation data for the period, the page shows a Run your first match prompt. Its action takes you to the next incomplete setup step: import data, create rules, or run a match. A self-retiring onboarding checklist appears above the board until the first run completes.
Where the runs live
The Dashboard summarizes health. It does not list runs. To start or watch reconciliation runs, use Operate → Reconciliations (see Managing reconciliations). For the full run and import history, see Operational history.