The dashboard provides an overview of all filed contracts.

You can reach the dashboard by clicking the Contract management tile.

The contract monitoring dashboard is divided into the following areas:

(1) In the dashboard header, use the drop-down menu (arrow icon) to select a database. A dashboard database is a list of contracts that is loaded for evaluation. Alternatively, you can display All contracts. Click the button with the two arrows to refresh the selected database.

Information: If no database has been created, only the All contracts option is available.

(2) You can choose between three dashboard views: Table, Timeline, and Calendar. You can switch between these three views by clicking the buttons in the right area of the header. When you open the dashboard again, it remembers and displays your most recent view.

(3) To narrow down the data displayed, you can use the free text search in the header. The view automatically refreshes when you begin typing. In addition to text values, you can also search for deadlines and posts. All data that you can select as column values in the table view serves as the basis.

(4) Click the up arrow to minimize the header. The dashboard viewer pane then shifts upward. Click the down arrow to show the header again.

(5) Each contract object has a contract status. The dashboard header contains a button for each contract status. If a button is active, all contracts with the corresponding status are shown in the dashboard viewer pane. You will recognize whether buttons are active based on the dark blue bar at the bottom of the button. Click the button to deactivate it. The blue bar disappears and contracts with the corresponding contract status are no longer shown in the dashboard viewer pane. Your selection is saved. When you open the dashboard again, it remembers and displays your most recent view.

(6) If concluded contracts exist in the database, a bar appears with the statuses of the concluded contract. Entered contract deadlines serve as the basis. The specified statuses are: Signed, Active, Under review, Expiring, and Expired.

(7) In the dashboard viewer panel, you will see the view you have selected for the database: Table, Timeline, or Calendar.

Table

The table view lists the entered data in table form. Clicking an entry shows a preview of the entry. Double-clicking an entry brings you to the repository.

Customize the table view using the drop-down menus.

The drop-down menus in the column headings contain the following functions:

Sort ascending: The values in the selected column are sorted in ascending order. An up arrow appears in the column heading.

Sort descending: The values in the selected column are sorted in descending order. A down arrow appears in the column heading.

Remove sorting: This option appears if you have sorted the column. Click Remove sorting to clear the sorting option.

Alternative: You can sort the column by clicking the column heading. Clicking once sorts in ascending order. Clicking a second time sorts in descending order. Clicking a third time clears sorting.

Hide column: The selected column is no longer shown in the table view.

Group: The content of a column is joined into groups. The number of contracts in each group is shown in brackets. Click the plus icon before the group to expand it and view all contained contracts. The minus icon minimizes it again. Clicking the plus icon in the header expands all groups.

Information: You can combine multiple groups. You can specify a hierarchy with the order in which you select the columns.

Ungroup: This option appears if you have grouped items. Click Ungroup to discard the group.

Agg: Total (only for number fields and when another column is grouped): The total of the group is shown.

Agg: Minimum (only for number fields and when another column is grouped): The lowest value of the group is shown.

Agg: Maximum (only for number fields and when another column is grouped): The highest value of the group is shown.

Agg: Average (only for number fields and when another column is grouped): The average of the group is shown.

You can show hidden columns by clicking the button with three lines at the top right of the dashboard viewer pane. A drop-down menu with all available columns appears. You will recognize hidden columns based on the X next to the column heading. Click the column you want to show.

Timeline

The timeline view visualizes the duration of contracts with color bars.

If the beginning or end of the duration is outside of the time frame shown, this is indicated by an arrow at the beginning or end of the bar.

You can recognize the contract status based on the color.

• Green: Active contract
• Yellow: Termination deadline coming up
• Red: Contract expiring
• Green-expiring: Contract with extension

The current day is marked with a vertical blue line.

There is a zoom button the top left of the dashboard viewer pane. You can use it to zoom in or out horizontally. The height of the rows remains the same.

By default, four years from the current year are shown. You can extend this time frame by clicking the double left arrow to the left or right of the timeline.

Calendar

The calendar view offers three different options. You can switch between them with the Year, Month, and Day buttons.

Click the arrow buttons to move forward or backward in the chronology. Click Today to return to the current date.

Reminders, termination deadlines, and contract end dates are shown in all views.

Information: Only contracts with deadlines are shown in the calendar view.

Year: The annual view shows the number of contract deadlines each month. For more detailed information on a month, click the month. The month view appears.

Month: The month view shows the number of contract deadlines each day. For more detailed information on a day, click the day. An overview of contract deadlines appears.

The deadline types are differentiated by color.

To preview a contract, click the contract.

Day: The day view lists the contracts for the selected day. It works in the same way as the table view.