BillingReconcileData Explorer
Reconciliation
The Reconciliation dashboard gives you a high-level view of billing health across your workspace. It helps you understand where underbilling, overbilling, and unresolved discrepancies are concentrated before you drill into client-level detail.
What the dashboard helps you answer
- Are we currently underbilling or overbilling?
- How many clients are fully reconciled versus still discrepant?
- Which services are driving the biggest variance?
- Which clients have the highest discrepancy amounts?
- Are any integrations unhealthy or overdue for sync?
Key summary metrics
At the top of the page, BillingReconcile surfaces core summary numbers such as net underbilling, net overbilling, reconciled clients, and discrepant clients.
These numbers are best used as operational signals. They help you decide whether the main issue is broad billing drift, isolated client mismatches, or a smaller number of specific mapping gaps.
Charts and rankings
The discrepancies-by-service view helps show which service categories are contributing to overbilling or underbilling trends.
The top-clients-by-discrepancy chart helps you prioritize review. In practice, teams often start with the largest absolute dollar impact before moving into smaller cleanup items.
Alerts and sync status
The dashboard also surfaces a smaller alerts and notifications view so important issues are visible without navigating away.
Integration health and last sync status are included as quick signals. When something looks stale or unhealthy, the next step is usually the Integrations Status page.
How most teams use this page
- Review overall discrepancy direction and volume.
- Check whether sync health or alerts explain any unexpected movement.
- Identify which clients or services need attention first.
- Move into client mapping, service management, or billing review depending on the issue.