Dashboard

The Dashboard provides you with quick access to highlighted contracts and displays some contract statistics. The following information is shown:

• Key metrics about contracts
• Revenue and expenses related to contracts (only available in Essentials and Professional versions)
• A list of your favorite contracts
• A list of contracts expiring soon
• A list of contracts in the "Draft" status
• A graph showing contract status
• A graph displaying the top 5 partners
• A graph showing the top 5 contract types

#Key Metrics

The following information is displayed here:

• The number of contracts in any given status.
• The number of contracts with an end date approaching within 60 days.
• The number of contracts with an end date approaching within 90 days.

#Revenue and Expenses

Contracts associated with regular payments are used to calculate revenue and expenses. To learn more about how contractSAVE calculates revenue and expenses, please visit this page.

The Dashboard displays revenue and expenses. The table contains revenue and expenses for the current 3 months or the current 3 years.

The graph displays revenue and expenses for 13 months: the current month, 6 months in the past, and 6 months in the future. You can enlarge this graph by clicking the icon in the top right corner.

To view a table with the data, click the small icon in the top right corner.

#Favorites

This list displays all contracts that the current user has marked as favorites. A contract in the list can be clicked on and will be displayed in the Detail View for that contract.

#Expiring Contracts

This list displays contracts with an end date approaching within the next 90 days.

• Contracts marked in red will expire within the next 60 days.
• Contracts marked in orange will expire within the next 90 days.

Contracts expire when an end date is set, and the date is approaching soon. You can click on the contracts in the list to view the Detail View for the contract.

#Draft Contracts

This list displays all contracts in the "Draft" status. A contract in the "Draft" status has been entered into the system but is not yet active. You can click on the contracts in the list to view the Detail View for the contract.

#Contract Status

This graph displays the number of contracts in different statuses. The following statuses are available:

• Draft - The contract has been entered into the system but is not yet active.
• Active - The contract is active. Please note that a contract can be active even if the end date has already been reached.
• Paused - You have the option to set a contract as "Paused" to indicate that it is not currently active, although it has not been terminated.
• Ended - The contract has ended and is no longer active.

When you click on a bar in the graph, the contract list will be displayed, showing contracts that match the selected status.

#Top 5 Active Partners

This graph displays the top 5 partners based on the number of active contracts. Contracts with other partners are grouped under "Other." You can click on an element in the graph to select and display the corresponding contracts in the contract list.

#Top 5 Active Contract Types

This graph displays the top 5 contract types based on the number of active contracts. Contracts with other types are grouped under "Other." You can click on an element in the graph to select and display the corresponding contracts in the contract list.