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

# Overview

> The operational landing page for reconciliation health, workload, and data quality.

The **Overview** page is the first thing an operator sees after signing in. It is a single screen that answers three questions: how big is the current workload, where is reconciliation breaking down, and which open items deserve attention right now.

<Note>
  The dashboard is one consumer of the ReconLayer API, not the platform boundary. Every metric on this page is also available directly from `GET /v1/dashboard/overview`, so you can build your own internal dashboards, Slack alerts, or scheduled reports against the same data.
</Note>

## Data source

The page is backed by a single call to [Get dashboard overview](/api-reference/dashboard/get-dashboard-overview):

```
GET /v1/dashboard/overview
```

The response is a `DashboardOverviewResponse` with seven top-level sections, and each widget on the page maps directly to one of them:

| Widget                           | Response field           | What it shows                                                                             |
| -------------------------------- | ------------------------ | ----------------------------------------------------------------------------------------- |
| Operational summary              | `metrics`                | Eight summary counters across cases and data quality                                      |
| Case Workload & Resolution Trend | `workloadTimeline`       | Daily counts of cases created, imports created, open, resolved, in review, and exceptions |
| Case Verdict Distribution        | `verdictDistribution`    | Count of recent cases grouped by `verdict`                                                |
| Exception Root Causes            | `exceptionRootCauses`    | Count of open exceptions grouped by `exceptionType`                                       |
| High-Priority Exceptions         | `highPriorityExceptions` | The top unresolved cases ranked by unexplained delta                                      |
| Recent Import Failures           | `recentImportFailures`   | Import batches from the last 24 hours that produced failed rows                           |
| Coverage Warnings                | `coverageWarnings`       | Cases missing one or more required evidence sources                                       |

If the request fails, the page falls back to whatever was last loaded; there is no separate "offline" state beyond the empty-state messaging on each widget.

<Tip>
  A **Demo data** toggle in the dashboard shell lets you preview the layout with sample data before your organization has live cases or imports. Every screen described in this page behaves identically once live data is enabled — the toggle only changes where the numbers come from.
</Tip>

## Operational summary

The top widget is a row of metric cards pulled from `metrics`:

| Metric             | Field                  | Meaning                                                     |
| ------------------ | ---------------------- | ----------------------------------------------------------- |
| Total cases        | `totalCases`           | All `ReconciliationCase` records for the organization       |
| Open cases         | `openCases`            | Cases with `status = open`                                  |
| Reconciled cases   | `reconciledCases`      | Cases with `verdict = matched`                              |
| Needs review       | `needsReviewCases`     | Cases with `verdict = needs_review`                         |
| Unreconciled cases | `unreconciledCases`    | Cases with `verdict = unreconciled`                         |
| Exceptions         | `exceptionCases`       | Cases with `verdict = matched_with_exception`               |
| Invalid evidence   | `invalidEvidenceCount` | Evidence records that failed signature or validation checks |
| Failed file rows   | `failedFileRows`       | Rows from import batches that failed validation             |

This is the fastest way to gauge whether the queue is growing or shrinking and whether data quality issues are accumulating.

## Case Workload & Resolution Trend

A time series chart built from `workloadTimeline`. Each entry in the array is one day and includes:

* `date`
* `casesCreated` and `importsCreated` — new volume entering the system
* `open`, `resolved`, `review`, and `exceptions` — how that day's cases broke down by state

Use this chart to see whether the team is keeping pace with incoming volume or whether a backlog of open and review cases is building up.

## Case Verdict Distribution

A breakdown of recent cases by `verdict`, taken from `verdictDistribution` (`{ verdict, count }` pairs). The verdicts that can appear are:

| Verdict                  | Label                  |
| ------------------------ | ---------------------- |
| `matched`                | Reconciled             |
| `matched_with_exception` | Matched with exception |
| `needs_review`           | Needs review           |
| `unreconciled`           | Unreconciled           |
| `sla_risk`               | SLA risk               |
| `delayed`                | Delayed                |

This widget gives a proportional view of outcomes — for example, whether most cases resolve cleanly (`matched`) or whether a large share are landing in `needs_review` or `unreconciled`.

## Exception Root Causes

`exceptionRootCauses` returns `{ exceptionType, count }` pairs for cases currently flagged with an exception. This widget ranks the reasons cases are not reconciling cleanly — for example, missing evidence, amount mismatches, or timing issues — so the team can prioritize fixing the underlying source rather than triaging cases one at a time.

## High-Priority Exceptions

`highPriorityExceptions` is a ranked list of the cases most worth looking at right now. Each entry includes:

* `caseId`
* `externalReference` (nullable)
* `exceptionType` (nullable)
* `unexplainedDelta` (nullable) — the dollar (or token) amount that does not reconcile
* `updatedAt`

The list is ordered by the size of the unexplained delta, so the cases with the largest financial impact surface first. From here an operator can jump straight into [Cases](/dashboard/cases) to investigate a specific case.

## Recent Import Failures

`recentImportFailures` lists import batches from roughly the last 24 hours that produced failed rows. Each entry includes:

* `batchId`
* `originalFileName`
* `failedRows`
* `createdAt`

This widget is the early-warning signal for a malformed file or a broken [import profile](/dashboard/configuration) — if a new batch suddenly produces a large `failedRows` count, it shows up here immediately rather than only in the [Imports](/dashboard/imports) failed-rows tab.

## Coverage Warnings

`coverageWarnings` lists cases that are missing one or more pieces of required evidence. Each entry includes:

* `caseId`
* `externalReference` (nullable)
* `missingCoverage` — an array of evidence sources that have not been received (for example `provider`, `chain`, `bank`, or `file`)

A case can be `open` and not yet flagged as an exception while still appearing here — this widget surfaces structural gaps in evidence coverage before they turn into SLA breaches or unresolved cases.

## Page layout and customization

The Overview grid is a draggable, resizable widget layout. Operators can:

* Drag widgets to reorder them
* Resize widgets to prioritize the ones most relevant to their role
* Use **Edit cards** to enter layout-editing mode
* Use **Reset layout** to return to the default arrangement

These layout preferences are local to the browser session and do not change the underlying data or API contract — they only change how the same `DashboardOverviewResponse` is presented.

## From here

<CardGroup cols={2}>
  <Card title="Open case queue" icon="briefcase" href="/dashboard/cases">
    Jump into the full reconciliation case queue, filter by verdict, and investigate exceptions.
  </Card>

  <Card title="Import center" icon="file-import" href="/dashboard/imports">
    Review the batch behind a recent import failure or upload a corrected file.
  </Card>

  <Card title="Configuration" icon="gear" href="/dashboard/configuration">
    Adjust import profiles and canonical field mappings if failures trace back to a mapping issue.
  </Card>

  <Card title="Get dashboard overview" icon="code" href="/api-reference/dashboard/get-dashboard-overview">
    Call the same endpoint directly to build your own reporting on top of these metrics.
  </Card>
</CardGroup>