Data Visualisation

Analytics — Interactive hierarchy graphs, side-by-side comparisons & portfolio performance views

🎯 Purpose

The Data Visualisation module provides interactive graphical views of your contract ecosystem — hierarchy graphs showing Organisation → Supplier → Contract → SLA → KPI relationships, side-by-side comparisons of up to 3 items, and portfolio performance summaries with aggregated SLA metrics. It transforms complex data relationships into explorable visual maps.

👤 Roles & Access

Role	Access
Admin	Full access — all three views, all data, PDF export.
Super User	Full access — all three views, all data, PDF export.
End User	No access.
Customer	No access.
Supplier	No access.

🔗 Dependencies

Upstream (requires)

All operational modules — Organisation, Suppliers, Contracts, Services, SLAs, KPIs provide the graph nodes.

Downstream

Terminal module — no downstream dependencies.

1. Overview

The Data Visualisation module provides interactive, graphical views of your organisation's contract ecosystem. It transforms the relationships between organisations, suppliers, customers, contracts, services, SLAs, and KPIs into visual network graphs that can be explored, compared, and exported.

The module has three tabs, each offering a different analytical perspective:

Tab	Purpose	Best For
Hierarchical View	Interactive tree/network graph showing the full hierarchy from Organisation down to individual contracts, services, SLAs, and KPIs.	Exploring the complete structure of your contract portfolio — understanding how suppliers, contracts, and services relate to each other.
Comparison View	Side-by-side comparison of up to 3 items (services, contracts, or suppliers) with their individual graphs and key metrics.	Comparing contract values, RAG statuses, and cost impacts across similar contracts or suppliers.
Service Performance View	Compare up to 3 contracts with their full service hierarchy and aggregated SLA totals.	Reviewing overall contract performance — total alerts, service credits, business impact costs, and combined portfolio value.

Note: All three tabs share the same filter panel — Organisation selector, Module radio buttons, and SLA total by options. The third column (item selector) changes based on which tab and module are selected.

2. Shared Filter Controls

Every tab displays a filter panel at the top with the following controls:

Control	Description
Organisation	Select the organisation to visualise. Required — all views are scoped to a single organisation.
Module	Choose which entity types to include in the graph. Options vary by tab: Hierarchical View: Checkboxes — Organisation, Supplier, Contract, Service, SLA, KPI (multi-select). Comparison & Service Performance View: Radio buttons — Service, Contract, or Supplier (single-select).
Show SLA total by	Controls which SLA metric is displayed on nodes and in summaries: • Alerts — number of SLA breach alerts • Cost to Rectify — total cost to fix SLA breaches • Service Credits — service credit penalties incurred • Business Impact Cost — estimated business impact of breaches
Open View	Button — renders the graph based on current filter selections.
Download as PDF	Button — exports the current graph view as a PDF document.
Reset Values	Button (Comparison & Service Performance tabs) — clears all selections and resets filters to defaults.

3. Hierarchical View

The Hierarchical View displays an interactive network graph that maps the full structure of your contract portfolio. The graph starts from your Organisation at the top and branches down through the levels you select in the Module checkboxes.

3.1 Using the Hierarchical View

Click the Hierarchical View tab.
Select your Organisation from the dropdown.
Tick the Module checkboxes for the levels you want to see:
- Supplier + Contract — shows Organisation → Suppliers → their Contracts.
- Add SLA + KPI — extends the tree down to SLA and KPI nodes linked to each contract.
- Service — includes Service Manager groupings in the hierarchy.
Select a Show SLA total by option to control which metric appears on nodes.
Click Open View to render the graph.

DV-Hierarchical View 1

3.2 Navigating the Graph

The graph is fully interactive:

Pan — click and drag on empty space to move the view.
Zoom — scroll to zoom in/out. Use the fullscreen icon (top-right corner) to expand the graph.
Click a node — drills down to show only that node's branch in a focused sub-graph below the main view.

DV-Hierarchical View3

In the example above, clicking a Supplier node (e.g. "Tobii Dynavox, LLC") isolates its branch — showing Organisation → Supplier → Contract in a focused view below the full graph.

3.3 Full Hierarchy with All Modules

When all Module checkboxes are ticked (Organisation, Supplier, Contract, Service, SLA, KPI), the graph expands to show the complete hierarchy — from organisation through suppliers and their contracts, down to individual SLAs and KPIs.

DV-Hierarchical View4

3.4 Drill-Down to Contract Level

Clicking a specific supplier in the full view drills down to show that supplier's contracts, and clicking a contract reveals its SLAs and KPIs in a focused sub-tree.

DV-Hierarchical View5

DV-Hierarchical View6

Tip: Start with fewer Module checkboxes (e.g. just Supplier + Contract) for a clean overview, then add SLA and KPI levels when you need to drill into performance detail.

4. Comparison View

The Comparison View allows you to select up to 3 items and view them side by side — each with its own hierarchical graph and key contract metrics. This is useful for benchmarking contracts, comparing supplier performance, or evaluating service delivery across similar arrangements.

4.1 Using the Comparison View

Click the Comparison View tab.
Select your Organisation.
Choose a Module — this determines what type of items you compare:
- Service — compare up to 3 services (from Service Manager).
- Contract — compare up to 3 contracts.
- Supplier — compare up to 3 suppliers.
In the item selector (right side), pick up to 3 items from the dropdown. Selected items appear as tags with an × to remove.
Select a Show SLA total by metric.
Click Open View.

DV-Comparision View1

When comparing by Supplier, the selector lists all suppliers for the organisation:

DV-Comparision View2

When comparing by Contract, you can select up to 3 contracts. Selected items appear as tags:

DV-Comparision View3

4.2 Comparison Results

After clicking Open View, each selected item is displayed in its own column with:

Individual hierarchical graph — showing the item's branch from the organisation tree.
Contract summary card — displaying key metrics below the graph.

DV-Comparision View4

4.3 Comparison Metrics

Each item's summary card displays:

Metric	Description
Contract #	The contract reference number (e.g. "Docman001", "Bubble07").
Contract Value	The total contract value (e.g. £50,000.00, £900,000.00).
Supplier Name	The supplier associated with the contract.
Start Date / End Date	The contract validity period.
Type	Contract type (e.g. "Medium").
RAG Status	Current health indicator — GREEN, AMBER, or RED — based on SLA evaluation.
Total Business Impact Cost	The aggregate business impact cost from SLA breaches.
Total Cost to Rectify	The aggregate cost to fix SLA breaches.

Tip: The Comparison View is particularly useful during contract reviews — compare a contract's RAG status, value, and breach costs against similar contracts to identify outliers or underperformers.

5. Service Performance View

The Service Performance View provides a combined performance summary for up to 3 contracts, showing both their visual hierarchy and aggregated SLA totals. Unlike the Comparison View (which shows items in separate columns), this view renders a combined graph connecting all selected contracts through their shared hierarchy.

5.1 Using the Service Performance View

Click the Service Performance View tab.
Select your Organisation.
The Module defaults to Contract.
Select a Show SLA total by metric (Alerts, Cost to Rectify, Service Credits, or Business Impact Cost).
In the item selector, pick up to 3 contracts.
Click Open View.

DV-Service Performance View1

5.2 Performance Results

The view displays:

Combined hierarchy graph — a single graph showing all selected contracts and their service/SLA branches, connected through their shared supplier or organisation nodes.
Individual contract cards — each contract's summary (Contract #, Value, Supplier, Dates) shown below the graph.
Aggregated SLA totals — portfolio-level metrics across all selected contracts.

DV-Service Performance View2

5.3 Aggregated Metrics

Below the individual contract cards, the view shows combined totals:

Metric	Description
Total Alerts	Sum of SLA breach alerts across all selected contracts.
Total Service Credits	Total service credit penalties across all selected contracts.
Total Cost to Rectify	Combined cost to fix SLA breaches.
Total Business Impact Cost	Combined estimated business impact.
Total Contracts	Number of contracts selected (up to 3).
Total Value	Sum of all selected contracts' values (e.g. £229,000.00).

Tip: Use the Service Performance View for management reporting — it gives you a single view of portfolio health with aggregated financials that can be exported as PDF.

6. How Data Visualisation Connects to Other Modules

Data Source	Module	What It Provides
Organisation	Organisation	The root node of every hierarchy graph.
Suppliers	Supplier	Supplier nodes in the hierarchy, listed in Comparison View's supplier selector.
Contracts	Contract	Contract nodes, contract summary metrics (value, dates, type, RAG status).
Services	Service Manager	Service grouping nodes in the hierarchy.
SLAs	SLA	SLA nodes and RAG indicators. SLA totals (Alerts, Cost to Rectify, Service Credits, Business Impact Cost).
KPIs	KPI	KPI leaf nodes showing individual performance metrics.

7. Tips

Start simple — begin with Hierarchical View and just Supplier + Contract checkboxes to get the big picture, then add SLA/KPI layers progressively.
Export for stakeholders — use Download as PDF to create visual reports for management reviews without giving stakeholders platform access.
Use Comparison View for benchmarking — compare contracts of similar type or value to identify which ones are performing well (GREEN) vs. struggling (RED).
Service Performance View for portfolio reviews — select your top 3 contracts by value and review their combined SLA health at a glance.
SLA total by options change the metric displayed — switch between Alerts (count-based) and financial metrics (Cost to Rectify, Service Credits, Business Impact Cost) depending on your reporting need.
Click nodes to drill down — in Hierarchical View, clicking any node isolates its branch for focused analysis.

8. Troubleshooting

Issue	Resolution
Graph is empty after clicking Open View	Ensure at least one Module checkbox is ticked (Hierarchical View) or a Module radio button is selected (Comparison/Service Performance). Also verify the Organisation has contracts.
No items in the selector dropdown	The selected Module type has no records. Switch to a different Module (e.g. Contract instead of Service) or verify data exists in the relevant module.
SLA totals show zero	SLAs may not have run yet, or no breaches have occurred. Check the SLA module to verify SLA schedules are active and have evaluated.
Graph is too dense to read	Reduce the Module checkboxes — untick SLA and KPI to simplify. Use the fullscreen icon to expand the graph area. Click a specific node to drill down to its branch.
PDF export is blank or incomplete	Ensure the graph has fully rendered before clicking Download as PDF. Try expanding to fullscreen first for a cleaner export.
Comparison View shows max 3 warning	The selector enforces a maximum of 3 items. Remove an existing selection (click the × on a tag) before adding a new one.