Working with Dashboard

Understanding dashboard widgets

Widgets summarise contract data visually or numerically, and you can interact with them to explore the underlying data. The widgets shown may vary depending on your user role.

Standard widgets

• Contracts by Status: contracts in Draft, Approved, Negotiated, Signed and Active states. Available to all users.
• Pending Contracts: contracts pending approval, negotiation, signature or renewal. Available to all users.
• To Approve: your three most recent pending approval requests. Available to all users.
• Pending Obligations: your three oldest pending obligations. Available to all users.
• Total Contract Value: the total value of all contracts in your organisation. Admin only.
• Gain/Loss of Terminated Contracts: financial gain or loss from terminated contracts. Admin only.
• Contracts Activity: tracks activities such as Draft Completed, Approved and Negotiated. Available to all users.

Admins see data across all contracts, while non-admin users only see data for contracts they own.

Filtering widget data

Use the filter options at the top of a widget for deeper insights, for example filtering Contracts by Status by the contract creation period, or Contracts Activity by the activity period.

Viewing details in widgets

Quick views, such as To Approve or Pending Obligations, show your three most relevant items. Click View All in a widget to see the complete data, or click on the data within a widget such as Contracts by Status or Pending Contracts to jump to the associated contracts, with the relevant filters applied automatically.

Tips

• Use the dashboard for real time insights and quick contract tracking.
• Check the right hand calendar regularly for reminders and upcoming contract schedules.