CLM Dashboard

The Contract Management Dashboard gives you a real-time overview of your organization’s contracts.
It helps you monitor contract volume, value, supplier distribution, and pending approvals — all in one place.

🗺️ Overview

The dashboard supports proactive contract management by visualizing performance metrics and upcoming milestones such as expirations and renewals.

🧑‍🦱 Who Can Use This

All users with access to the Contract Management module can view the dashboard.

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💻 Main Dashboard Sections

1. Summary Metrics

At the top of the dashboard, you’ll see key indicators such as:

• 💰 Total Contract Value – The combined value of all Active contracts.

• 📄 Total # of Contracts – The total number of Active and Draft contracts in the system.

• ✅ Active Contracts – Contracts currently valid and in effect.

• ✏️ Draft Contracts – Contracts still under creation or review.

2. Contracts by Material group

A pie chart displays how contracts are distributed by material group.
Use this view to understand your organization’s spend allocation across different material groups.

You can switch the chart to show:

• By % of Value – Based on total contract value per material group.

• By Count – Based on the number of contracts per material group.

You can drill down by clicking on any material group segment to view the list of contracts within that material group. From there, you can navigate directly to a specific Contract Overview page if needed.

🧩 Note: If a contract is assigned to more than one material group, it is included in the calculation and displayed in each corresponding material group segment of the dashboard.

Contracts with values defined in currencies other than EUR are included in dashboard calculations by number of contracts, but their monetary value is counted as 0 EUR in the value-based pie charts.

3. Contracts by Supplier

This chart visualizes your top suppliers by contract value or count.
It helps identify supplier dependency, diversification, and contract distribution.

Use the dropdown to toggle between:

• % of Value

• Number of Contracts

You can drill down by clicking on any supplier segment to view the list of contracts associated with that supplier. From there, you can navigate directly to the relevant Contract Overview page if needed.

🧩 Note: Contracts with values defined in currencies other than EUR are included in dashboard calculations by number of contracts, but their monetary value is counted as 0 EUR in the value-based pie charts.

4. My Contracts

Displays all contracts which a user has access to. For each contract, you can view:

• Contract number and title

• Supplier name

• Start date

• Value and Currency

Click any line to open the Contract Overview page.

5. Upcoming Expirations and Renewals

• 📅 Upcoming Expirations – Number of contracts approaching their end date.

• 🔁 Upcoming Renewals – Number of contracts due for renewal.

Click View All to see the full list of contracts expiring or renewing soon.

Best Practices

💡 Tips for Effective Use:

• Review your dashboard at least once a week to track pending approvals and expiring contracts.

• Use “Contracts by Supplier” to identify suppliers with high contract value concentration.

• Address contracts nearing expiration before they auto-renew or lapse.