Dashboard

Analytics — At-a-glance portfolio summary with contract health, expiries & financials

🎯 Purpose

The Dashboard is the first screen users see after login. It provides an at-a-glance visual summary of the contract portfolio — contract counts by status, RAG health distribution, upcoming expiries, financial summaries, and key metrics. The Contract Builder Dashboard (DB2) provides a focused view of template-generated contracts.

👤 Roles & Access

Role	Access
Admin	Full dashboard — all contracts, all departments, all metrics.
Super User	Dashboard filtered to contracts they manage and their departments.
End User	Limited dashboard showing contracts they can access.
Customer	No access.
Supplier	No access.

🔗 Dependencies

Upstream (requires)

All modules — Dashboard aggregates data from Contracts, SLAs, Services, Cost Trackers.

Downstream

Terminal module — no downstream dependencies.

1. Overview

The Dashboard is the first screen users see after logging in. It provides an at-a-glance visual summary of the entire contract portfolio — contract counts by status, RAG health distribution, upcoming expiries, financial summaries, and key performance metrics.

The Dashboard has two main views:

Main Dashboard (DB1) — covers all contracts across the organisation with status breakdowns, RAG distribution, expiry timelines, and financial summaries.
Contract Builder Dashboard (DB2) — a focused view showing only contracts created via the Contract Builder (template-based), with their signature status and document tracking.

Additional tabs provide deeper analysis: Service (service-level performance), Risk (contracts at risk by RAG and expiry), and Top 5 (top services, suppliers, SLAs, and consumption by various metrics).

Note: Dashboard data is scoped by role — Admins see all contracts, Super Users see contracts they manage, and End Users see contracts in their assigned department.

2. Main Dashboard

2.1 Row 1 — Contract Overview

The first row shows contract counts by status (Active, Expired, Draft, etc.), RAG health distribution (Green/Amber/Red), upcoming expiry dates, and total contract value. This gives an immediate picture of portfolio health.

2.2 Row 2 — Contract Builder Contracts

Important: Row 2 widgets apply only to contracts created via Contract Builder (template-based contracts with DocuSign signing). Manually created or AI-captured contracts do not appear in these charts.

Widget	Chart Type	Description
Contract Pending For Payment	Bar chart	Contracts grouped by number of days pending payment: <5, 5–10, 10–15, 15–30, >30 days.
Contract Payment Completion	Bar chart	Contracts grouped by number of days to payment completion (same day ranges as above).
Contract Signature Status	Pie chart	DocuSign signature status breakdown — Approved, Internal Waiting, External Waiting — with percentage and count.

3. Service Tab

The Service tab provides the same analytical lens applied to Service Manager records rather than contracts. It contains three widgets:

Widget	Chart Type	Description
Total Service Status	Pie chart	Distribution of service records by status (same status categories as contracts: Live with SLA, Live w/o SLA, Expired, Incomplete, Concluded).
Service Expiring	Bar chart	Services expiring by month range (<3, 3–6, 6–9, 9–12, 12+ months).
Service Performance Status	Gauge chart	RAG distribution — Red / Amber / Green — shown as a gauge with percentage and dollar value.

4. Risk Tab

The Risk tab surfaces risk distribution across suppliers, contracts, and services to support proactive risk management.

Widget	Chart Type	Description
Supplier Risk	Pie chart	Distribution of suppliers by risk level — High, Medium, Low — with percentage and total spend per risk category.
Contract Business Risk	Pie chart	Distribution of contracts by business risk level — High, Medium, Low — with percentage and dollar value.
Service Business Risk	Pie chart	Distribution of services by business risk level — High, Medium, Low — with percentage and value.

5. Top 5 Tab

The Top 5 tab highlights the biggest cost drivers and risk concentrations across four dimensions. Each widget includes a chart and an accompanying data table.

5.1 Service

Chart: Pie chart showing the top 5 services by risk.
Radio toggle: Switch between Service Risk and Business Risk views.
Table columns: Name, Value, Risk.

5.2 Supplier

Chart: Pie chart showing top 5 suppliers by spend.
Table columns: Name, Total Spend, Risk Rating.

5.3 SLA

Chart: Gauge chart showing top SLA breach costs.
View By radio: Alerts, Service Credit, Cost to Rectify, Business Impact Cost — each view surfaces the top SLA breach costs for the selected dimension.

5.4 Consumption

Chart: Pie chart showing cost breakdown by selected dimension.
View By radio: Commodity, Location, Department, User.
Table columns: Name, Total.

6. Tips

Use the Buy / Sell / Both dropdown at the top of the dashboard to focus on a specific contract type or view combined metrics.
Contract tab Row 2 (Payment Pending, Payment Completion, Signature Status) applies only to contracts created via Contract Builder with DocuSign signing — other contract types will not appear in those charts.
The Risk tab helps identify high-risk suppliers and contracts early so you can take proactive management action before issues escalate.
The Top 5 tab surfaces the biggest cost drivers and risk concentrations — use the radio toggles to drill into different dimensions (risk type, SLA cost category, consumption breakdown).

Note: The Dashboard is read-only. All data is aggregated automatically from contracts, services, suppliers, and customers entered across the platform. No manual data entry is required.