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

# Finance & RevOps Human Workbench: Daily Practitioner Surfaces

> What Finance and RevOps practitioners see in SpineWorkspace day to day: primary surfaces, tabs, tasks, and the operational loop they follow.

The Finance and RevOps Human Workbench is the daily surface for RevOps leads, Finance analysts, and CFO review sessions. It is organized around getting financial context to the right person at the right time, with tabs that reflect the revenue and close cycles.

The primary surfaces are:

* Inbox: events and tasks requiring attention, sorted by close calendar and SLA proximity.
* Revenue Dashboard: recognized and deferred revenue with trend indicators and drill-down.
* MRR/ARR: recurring revenue movements with new, expansion, contraction, and churn cohorts.
* Renewals: upcoming renewals by stage, value, risk, and assigned owner.
* Reconciliation: unmatched transactions with suggested matches and exception reasons.
* Invoices: outstanding and paid invoices with aging and customer concentration.
* Forecasts: current projections with assumptions, confidence, and variance to prior forecasts.

The daily loop is:

<Steps>
  <Step title="Review Inbox">
    Triage arriving events: close tasks, renewal alerts, reconciliation exceptions. Accept, delegate, or defer based on calendar and priority.
  </Step>

  <Step title="Check Close Status">
    Review the monthly close checklist. Validate completed steps and open items with owners.
  </Step>

  <Step title="Monitor Renewals">
    Scan renewal pipeline for at-risk deals and bookings requiring approval or follow-up.
  </Step>

  <Step title="Resolve Reconciliation">
    Work unmatched transactions. Confirm suggestions or investigate discrepancies with source data.
  </Step>

  <Step title="Update Forecast">
    Input latest pipeline data, refresh assumptions, and note risks for leadership review.
  </Step>

  <Step title="Close Loop">
    Confirm completed tasks, review Twin proposals for tomorrow, and leave context for the next session.
  </Step>
</Steps>

Every action inside the workbench is a governed capability with authorization, scope, and a receipt that writes back to the source system.

**Related**

* [Overview](/internal-docs/domains/finance-revops/index)
* [Domain](/internal-docs/domains/finance-revops/domain)
* [User Flow](/internal-docs/domains/finance-revops/user-flow)
* [Capabilities](/internal-docs/domains/finance-revops/capabilities)
* [Execution Flow](/internal-docs/domains/finance-revops/execution-flow)


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