> ## 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: how much of the pool is matched, what remains open, how the match rate is trending, and 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.

All data on the Dashboard is filtered by the active context and by the **period selector** in the page header, which offers 7-, 30-, and 90-day windows (90 days by default). 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, the selected window (for example, **90d**), the **Updated** timestamp with the **Live** pulse, and two exception figures: **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 — 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 (matched transaction counts and amounts) against an **Open** column (unmatched counts and amounts, shown in credit-red when non-zero), closed with a **Total cleared** / **Total open** foot.

## 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 is 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 whose 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](/en/matcher/ui/managing-reconciliations)); for the full run and import history, see [Operational history](/en/matcher/ui/operational-history).