> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lerian.studio/llms.txt
> Use this file to discover all available pages before exploring further.

# Matcher dashboard

> Watch reconciliation health for the active Matcher context: a balance bar, a double-entry worksheet, match-rate trend, cash impact, source breakdown, and SLA blotters.

The **Reconciliation Dashboard** is the home page of the Matcher UI. It provides an at-a-glance overview of reconciliation health for the selected context. The overview covers the matched share of the pool, the open remainder, and the match-rate trend. It also shows where the unmatched cash exposure sits.

## Accessing the Dashboard

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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.

<Note>
  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.
</Note>

## Status rail

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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

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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

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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

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The bottom row holds a connected sheet of up to three panels:

| Panel                | Description                                                                                                                                                                                                 |
| -------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Cash impact**      | The total **unmatched cash exposure** for the period, broken down by currency (with transaction counts) and **By Aging** buckets. Each aging bucket is toned by age: Recent, Watch, Aging, Stale.           |
| **Source Breakdown** | Matched vs. unmatched figures per source, so you can see which sources contribute the most unmatched items. The panel hides itself when no per-source breakdown exists for the period.                      |
| **Exception SLA**    | **SLA Compliance** percentage, **Resolved On Time** (with the late count), **Pending (within SLA)**, **Pending Overdue**, and **Avg Resolution** time, plus an **Exception Aging** breakdown by age bucket. |

These panels help treasury and operations teams quantify the financial exposure from unresolved items and spot resolution bottlenecks.

## First-run experience

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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

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The Dashboard summarizes health. It does not list runs. To start or watch reconciliation runs, use **Operate → Reconciliations** (see [Managing reconciliations](/en/products/matcher/ui/managing-reconciliations)). For the full run and import history, see [Operational history](/en/products/matcher/ui/operational-history).