Contracts Dashboard

Peter Campbell Updated by Peter Campbell

Once your contract records have been fully populated and contain all the relevant and necessary data, you will be able to effectively utilise the Contracts dashboard in the Analytics module to gain insights into your contracts base.

This dashboard provides a high-level overview of contract records, consolidating all contract information into a single view.

Users can segment and refine data using filters, allowing them to focus on specific subsets of contracts.

Unlike the Contract Setup dashboard, which centres on initial data population, this dashboard offers a broader scope, supporting ongoing system use.

Users can filter by criteria such as contracts of a specific category with a named Classification applied to access key insights.  This allows the user to group records together and prioritise any required actions.

Additionally, the dashboard enables users to validate data accuracy, identify areas requiring attention, and take necessary actions to ensure effective contract management.

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