Partner and Manager Summary

This Sherlock International visualization provides details related to the Partner and Manager, including:

Each tab includes controls to display data based on the client name and year end.

Partner and Manager Summary

Widget Description

Status Rings

Displays the sign-off status of predefined documents in a section of the engagement. Documents with one signed-off role display as In Progress, and documents with two or more signed-off roles display as Completed.

Risk and Control Cards

Displays for the selected year:

  • Total number of risks
  • Total number of significant risks
  • Total number of risks that are not addressed by audit procedures
  • Total number of controls
  • Total number of key controls
  • Total number of controls with an unsatisfactory evaluation

Materiality Cards

Displays the Overall and Performance materiality amounts for Preliminary and Final for the selected year.

Trend in Key Financial Statement Areas

Displays details of key financial areas, year over year.

Financial Statement Areas

Displays Planning, Final and Prior Year balances for each Financial Statement Area, as well their materiality assessment, for the selected year. Additional filtering is available on the Controls bar.

Issues Status

Displays the status of issues identified in the engagement for the selected year. Additional filtering is available on the Controls bar.

Issues List

Displays a list of incomplete issues for the selected year. Additional filtering is available on the Controls bar.

Compliance Summary

Widget Description

Partner Sign-Off Documents

Displays the sign-off status of predefined documents that require partner sign-off for the selected year. Additional filtering is available on the Controls bar.

Documents Not Reviewed

Displays a list of in-progress or unstarted documents for the selected year.

Users Accessing Engagement

Displays a list of users who have accessed the selected engagement for the selected year.

Deleted Documents List

Displays a list of deleted documents from the selected engagement for the selected year.