Report & scale template

Multi-entity close matrix

One row per entity, plus shared-cost and intercompany review across all of them.

Report & scale template

Template fields

One row per entity, plus shared-cost and intercompany review across all of them.

Each entity closes on its own record. Shared expenses and intercompany items are surfaced and resolved before combined reporting is released.

Multi-entity close matrix — Entities
Entity	Source status	Close owner	Shared expenses	Intercompany review	Entity completion	Combined reporting	Open issue
Entity, row 1	Source status, row 1	Close owner, row 1	Shared expenses, row 1	Intercompany review, row 1	Entity completion, row 1	Combined reporting, row 1	Open issue, row 1
Entity, row 2	Source status, row 2	Close owner, row 2	Shared expenses, row 2	Intercompany review, row 2	Entity completion, row 2	Combined reporting, row 2	Open issue, row 2
Entity, row 3	Source status, row 3	Close owner, row 3	Shared expenses, row 3	Intercompany review, row 3	Entity completion, row 3	Combined reporting, row 3	Open issue, row 3
Entity, row 4	Source status, row 4	Close owner, row 4	Shared expenses, row 4	Intercompany review, row 4	Entity completion, row 4	Combined reporting, row 4	Open issue, row 4
Entity, row 5	Source status, row 5	Close owner, row 5	Shared expenses, row 5	Intercompany review, row 5	Entity completion, row 5	Combined reporting, row 5	Open issue, row 5
Entity, row 6	Source status, row 6	Close owner, row 6	Shared expenses, row 6	Intercompany review, row 6	Entity completion, row 6	Combined reporting, row 6	Open issue, row 6