How to Use the Document Dashboard

Objectives

• Access the Contracts Dashboard
• Gain a 360-degree view of your contract lifecycle and performance using the Document Dashboard

Steps

The Document Dashboard in Lexzur provides key contract insights in a visual, interactive format through widgets and charts.

Accessing the Document Dashboard:

• From the main menu, open the Reports & Dashboards module.

• In the Dashboard dropdown, select Documents Dashboard.

Understanding the Dashboard Layout:

• At the top of the page, you’ll see a Contract Status Summary Panel showing key metrics such as:

  • Under Negotiation

  • Under Approval

  • Awaiting Signature

  • ...and more

Exploring Widgets & Visuals:

Below the status panel, you'll find a variety of widgets including:

• Charts

• Graphs

• Bar visualizations

These provide real-time insights into contract performance such as:

• Contracts received this month

• Contracts per status

• Contracts per value

• etc...

Adding a New Widget:

• Scroll to the bottom of the dashboard and click "Add New Widget."

• Fill in the widget details:

  • Title: Enter a custom name.

  • Widget: Choose from a predefined list (note: only specific data sets are available).

  • Chart Type: Select how you want the data visualized (bar, pie, table, etc.).

  • Filter: (Optional) Apply a specific date range filter if needed, or other filters depending on the Widget type. (For example, filter per assignee name)

• Save the Widget.

Managing Existing Widgets:

Each widget includes tools to help you interact with and customize the data:

• Download: Save the chart as an image.

• Apply Filters: Depending on the widget, you may filter by:

  • Date

  • Status

  • Assignee

  • Contract type

• Three-dot menu options (⋮):

  • Rename the widget title

  • Change chart type

  • Apply date filters

  • Delete the widget

For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

Thank you!