CLM Report
The CLM Report provides the following pre-defined reports and dashboards tailored specifically for Conga CLM users.
| CLM Reports | Description |
|---|---|
| CLM Admin Dashboard | Displays key metrics and visual insights into contract creation and amendment activities over time. This dashboard helps administrators to track system usage, identify trends, and monitor operational performance. |
| Sales Dashboard | Displays information on contracts due for renewal, contract value by category and region, top sales contracts by revenue, and contracts pending signature. This dashboard enables sales managers to efficiently track sales pipeline progress, prioritize high-value deals, and ensure timely renewals. This dashboard lists only records with contract types that have Sell Side intent. |
| Conversation Reports | Enables contract collaborators to export conversation logs as time stamped transcripts, including sender, recipient, and message details, for sharing, archiving, or attaching to contract records for audit, compliance, or review. Click the report and you can view conversation logs as time-stamped transcripts with sender, recipient and message details. You can use the Filters functionality to filter the conversation report. |
| Supplier Dashboard | Displays detailed insights into supplier contract requests by status, supplier categorization by industry and risk, overall contract value by spend category, and supplier relationships, assess risk, and optimize spending across various segments is effectively managed. You can use the Filters functionality to filter the Supplier Dashboard. |
| Contract Cycle Time Report | Displays average time taken for contracts to move from one stage to another. Displays the data based on record type and stage. |
| High Risk Contract Report | Lists the contracts with high risk. |
| High Value Contracts Due for Renewal | Lists the contracts with high value due for renewal. |
| Contract Clause Report | Lists the contracts containing clauses |
| Contacts with Non-standard Legal Language | Lists the contracts containing non-standard legal language |
| Contract by Type/Stage/Value | Lists the contracts by type or stage along with contract value |
| Contract Expiration - Year/Quarter/Month | Lists the contracts expiring this year, quarter, or month |