The Dashboard consists of reports in graphical form. To open your Dashboard, select Dashboard on the navigation menu or click the Dashboard Action Tile. The following graphs are included:
Contracts by Stage
# Contracts (Active/Inactive)
Contracts by Type, By Status
# Contacts (Internal/External)
# New Contract Records by Type, by Month
Active Contracts by Contract Owner
Contracts by Organization Owner
Contracts by Organization Type
# Organizations by Type
# Requests (Converted/Not Converted) *are features available in accounts which have paid for them.
# Documents (Contract/Supporting Document)
Active Contracts by Type
AVG # Days to Execution by Type
Converted Requests by Type, by Month *are features available in accounts which have paid for them.
You can filter the Dashboard by object type. To do this, click the desired button at the top under the Dashboard header: Contracts, Documents, Organizations, Contacts, Requests, and Metrics. The default is unfiltered (All).
To change the way an individual graph is displayed, click in the graph's header and select the desired option. Depending on the type of data, choices include: Column, Bar, Line, Area, Pie, and Donut.
Some reports can also be filtered to hide the display of selected results. For example, in Contracts by Stage, there is a row of stages above the graph. Click on a stage to hide that stage in the report. Click again to show.
To download a graph as a PDF, click in the graph’s header.