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Excel Template for Finance Teams

Oracle Fusion
Month-End Close
Tracker & Dashboard

Stop chasing status in email threads. One Excel workbook that tracks every close task, flags blockers in real time, and gives leadership a clean dashboard — built specifically for Oracle Fusion environments.

⬇ Download — $79.00 See what's inside ↓
12+
Structured worksheets
200+
Pre-built close tasks
1-day
Setup time
XLSX
No add-ins required
One-time purchase
$79
Instant download · Use forever
  • ✓ Full Excel workbook (.xlsx)
  • ✓ 200+ pre-loaded close tasks
  • ✓ Executive summary dashboard
  • ✓ Dept. progress tracker (GL, AP, AR, Tax…)
  • ✓ Oracle Fusion module naming aligned
  • ✓ Setup guide (PDF)
  • ✓ Free future updates
Buy & Download Now
🔒 30-day money-back guarantee
Close_Tracker_v3.xlsx — Dashboard
MONTH-END CLOSE DASHBOARD — JUN 2026
Day 5 of 8 · Target: June 8
COMPLETED
42
↑ 68% of total
IN PROGRESS
14
23% of total
OVERDUE
3
⚠ Needs attention
NOT STARTED
3
Scheduled later
TASK OWNER MODULE DUE STATUS
Post all subledger journals to GL K. Nguyen GL / SLA Jun 2 Done
Run AP period close process M. Torres Payables Jun 3 Done
Reconcile intercompany balances J. Park Financials Jun 5 In Progress
Submit tax provision entries L. Chen Tax Jun 4 Overdue
Generate trial balance report K. Nguyen GL Jun 8 Not Started
Core capabilities

Everything your team needs
to close on time

Purpose-built for Oracle Fusion. No consultants. No custom code. Just a workbook your team opens on Day 1.

📋
200+ Pre-Built Close Tasks
Covers GL, AP, AR, Fixed Assets, Intercompany, Tax, Consolidation, and Reporting — pre-labeled with Oracle Fusion module names.
📊
Real-Time Executive Dashboard
Automatically tallies status counts, calculates completion %, and highlights blockers — updates as your team marks tasks complete.
🔴
Overdue & Blocker Flags
Conditional formatting automatically highlights overdue tasks in red and at-risk items in amber. No manual scanning.
🏢
Department-Level Progress Bars
One row per department (GL, AP, AR, Fixed Assets, Treasury, Tax) showing % complete, open items, and owner accountability.
📅
Day Counter & Close Calendar
Set your target close date once. The tracker counts down working days and color-codes tasks based on remaining time.
🔗
Oracle Fusion Aligned
Module names, task sequences, and terminology match Oracle Fusion — Subledger Accounting, Period Close Exceptions, FBDI uploads, and more.
Inside the workbook

12 worksheets, zero fluff

Every tab has a single job. Together they give you a complete close command center.

TAB 1

Master Close Checklist

All 200+ tasks across every department with owner, due date, status, and notes columns. The single source of truth.

TAB 2

Daily Status Log

Captures day-by-day snapshots of open/closed counts so you can track velocity and spot slowdowns early.

TAB 3

Blocker & Issue Log

Document blockers with owner, root cause, escalation path, and resolution date. Feeds the dashboard automatically.

TAB 4

Department Task View

Filtered views per department — GL, AP, AR, FA, Tax, Treasury. Each team sees only their tasks.

TAB 5

Executive Dashboard

High-level KPI cards, department progress bars, overdue task count, and a close-readiness score. Print-ready for leadership reviews.

TAB 6

Close Calendar View

Visual calendar layout showing tasks by due date. Quickly see which days are loaded and where the risks are.

TAB 7

Trend Charts

Auto-generated charts comparing this close vs. prior months — completion velocity, overdue trends, and days-to-close history.

TAB 8

Owner Workload View

See how many open tasks each team member owns, sorted by due date. Great for rebalancing during crunch time.

TAB 9

Balance Sheet Recon Tracker

Account-level reconciliation status log with reconciler, review date, and variance columns. Ties directly to GL account codes.

TAB 10

Intercompany Recon Log

Tracks intercompany eliminations by entity pair. Flags unresolved out-of-balance items automatically.

TAB 11

Journal Entry Sign-Off Log

Track all manual JEs submitted during close — preparer, reviewer, approval status, and Oracle Fusion batch reference.

TAB 12

Close Report Template

One-page post-close summary you can email to leadership — auto-populated from the tracker data. No retyping.

Who it's for

Built for every role
in the close process

👩‍💼
Controllers
Get a real-time dashboard to run your close meeting without emailing every team lead.
📈
Finance Managers
Know exactly what's done, what's at risk, and what needs escalation — at any moment.
💻
Oracle Fusion Leads
Tasks are pre-labeled to match Fusion modules — no mapping work needed.
🧾
Accounting Teams
See your own tasks, update status in seconds, and stay off the hot seat in status meetings.
🏦
Shared Services
Coordinate across multiple entity closes from a single workbook — with per-department filtering built in.
Questions

Frequently asked

Does this work with any version of Oracle Fusion? +
Yes — the tracker is a standalone Excel workbook. It's designed with Oracle Fusion terminology and module structure in mind, but it doesn't connect directly to Fusion. You update task statuses manually (or via a simple import). It works regardless of your Fusion release or cloud environment.
Do I need any Excel add-ins or macros enabled? +
No add-ins required. The tracker uses standard Excel formulas, conditional formatting, and pivot-based charts. It works in Excel 2016, 2019, 2021, and Microsoft 365. No macros are required, though a macro-enabled version (.xlsm) for automated status rollup is included as a bonus.
Can I customize the task list for my organization? +
Absolutely. All 200+ tasks are fully editable — add rows, delete tasks that don't apply, rename departments, adjust due dates, and add custom columns. The dashboard and summary formulas update automatically when you modify the task list.
How many entities or business units does it support? +
The base template is designed for a single entity close, but it includes a multi-entity tab that can track up to 10 business units or legal entities in parallel. Each entity gets its own department-level progress view on the dashboard.
What do I get after purchase? +
You'll receive an immediate download link with: the main .xlsx workbook, a macro-enabled .xlsm bonus version, a 10-page PDF setup guide, and a quick-start checklist. You'll also automatically receive any future updates to the template at no additional charge.
Is there a refund policy? +
Yes — 30-day no-questions-asked refund policy. If the template doesn't work for your team or isn't what you expected, just reach out via Gumroad and you'll get a full refund within 24 hours.

Start your next close with confidence

One purchase. Instant download. Your whole team aligned from Day 1.

⬇ Get the Template Now
30-day money-back guarantee · Instant XLSX download · No subscription