Who this is for: Anyone who wants a portfolio-level view of contract activity
Time to complete: 5 minutes to read a full dashboard
The dashboard gives you an aggregated, chart-driven view of your contract portfolio. Where the home page is about your work, the dashboard is about the business — volume by stage, counts by type, active owners, and monthly trends.
Steps
1. Open the dashboard
From the sidebar, click Dashboard. You land on the default view, which shows charts for two entity types: Contracts and People.
Dashboard default view
2. Read the charts
The default view includes a mix of bar and donut charts. Common panels include:
Chart | What it tells you |
Contracts by Stage | Where contracts sit in the lifecycle (Active, Expired, Pending, Terminated, and so on) |
Contracts by Type & Status | Volume per contract type, broken down by status |
Active Contracts by Owner | Which users own the most active contracts |
Active Contracts by Type | Volume per type (Services, Sales, Confidentiality, and so on) |
Average Days to Execution by Type | How long each contract type takes to move from draft to executed |
New Contract Records by Month | Intake trend over time |
People donut | Breakdown of your people records (Internal, External, Legal, Confidential, Billing) |
Hover over any segment or bar to see the exact count.
3. Locate the filter bar
Above the charts, find the filter bar. It shows how many filters are currently applied and gives you a Clear filters link.
Filter bar close-up
The default selection is Contracts + People.
Filter the dashboard by entity
Who this is for: Anyone who wants to see dashboard charts for a specific entity type (or all of them at once) Time to complete: 30 seconds
The dashboard defaults to Contracts and People, but it can show charts for any combination of the six entity types in CLX. Use the filter bar at the top of the dashboard to change what you see.
The six entity types
Filter option | What it includes |
Contracts | All contract records you can access |
Organizations | Counterparty organizations |
People | Individuals (internal and external) |
Documents | Standalone documents not attached to a contract |
Requests | Contract, organization, and people requests |
Metrics | Value and count roll-ups across the portfolio |
See all | All six at once |
Steps
1. Open the dashboard
From the sidebar, click Dashboard. You see the default view (Contracts + People).
Dashboard default view
2. Open the filter dropdown
Click the filter icon in the top-right of the filter bar and select the data types you would like to see displayed.
Tips
Charts only include records you have permission to see. Two users can see different dashboard numbers on the same tenant.
The dashboard is read-only. To drill into a specific chart, use Advanced Search or the Reports area.
Your current filter selection is remembered — the next time you visit the dashboard, it loads with the same entity types selected.