Dashboards help you visually understand changing business conditions so you can make decisions based on the real-time data you have gathered with reports. CLM dashboard helps you visualize data as bar or pie charts in the following scenarios:
How many Contracts are in effect in each contract type?
How many Contracts are waiting for review in each contract type?
How many Contracts expired in the last 30 days?
How many Contracts will expire in the next 90 days?
How much Contract value lies in each stage?
How many Contracts exist in each contract type?
To work with Dashboard
Click and select Dashboard.
Click the More () icon for a chart to perform the following tasks on Dashboard:
Select Expand to zoom a chart view.
Select Download to download the chart in JPEG format.
Select Refresh to update the data in the chart.
Click a specific bar or segment of a chart to drill down to a more detailed report.
The Contract List page is displayed according to the chart criteria. You can filter or select a contract to view the details of the contract.
