Contracts Dashboard
Summarize
Summary of Contracts Dashboard
The Contracts Dashboard enables ServiceNow customers to analyze contract request data, facilitating data-driven decision-making. Users can view trends, compare metrics, and drill down into reports for key performance indicators (KPIs). Access to the dashboard is found under All > Contracts Core > Contracts Dashboard.
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Key Features
- Required Roles:
- Contract Report Publisher: Edit and publish contract-related reports.
- Contract Report Viewer: View reports on contract requests and signed contracts.
- Contract PA Admin: Activate and configure the Analytics Pack for Contract Management Pro.
- Metrics Available:
- Year-to-date (YTD) contract requests and signed contracts
- Open contract requests categorized by paper type
- Monthly trends of contract requests over the last 12 months
- Age distribution of open contract requests
- Average completion time for contract types
- Reports:
- Total contract requests (YTD)
- Total signed contracts (YTD)
- Open contract requests by type of paper
- Contract requests trend over the last 12 months
- Open contract requests by age
- Contract request completion time trend
- Filters:
- Contract type: Multi-select for relevant contract type data.
- Type of paper: Choice between own paper and third-party paper.
Key Outcomes
Utilizing the Contracts Dashboard, customers can gain insights into contract management processes, identify trends, and make informed decisions to enhance efficiency. By monitoring contract request statuses and completion times, organizations can streamline their operations and improve overall contract management effectiveness.
With Contracts Dashboard, you can make data-driven decisions by analyzing the trends and insights derived from the contract request data.
For more information on working with KPI details, see Examining indicators with KPI Details.
Required ServiceNow AI Platform roles
- Contract Report Publisher [sn_cm_core.contract_report_publisher]: Needed to edit and publish reports related to contract requests and signed contracts data.
- Contract Report Viewer [sn_cm_core.contract_report_viewer]: Needed to view reports related to contract requests and signed contracts data.
- Contract PA Admin [sn_cm_pa.pa_admin]: Needed to activate and configure the Analytics Pack for Contract Management Pro.
Access the Contracts Dashboard
To open the Contracts Dashboard, navigate to .
Using data in Contracts Dashboard
- Number of contract requests created, and contracts signed so far this year along with a comparison to the data collected during the previous run of scheduled jobs.
- Number of open contract requests by type of paper: own paper and third-party paper.
- Monthly trend of opened and closed contract requests in the last 12 months.
- Number of contract requests by age range.
- Monthly trend of completion time for various contract types in the last 12 months.
Indicators
- YTD Contract request
- Number of contract requests that have been created so far this year.
- YTD Signed Contracts
- Number of contracts that have been signed so far this year.
- Average contract request completion time per contract type
- Monthly trend of the average completion time of contract requests by various contract types.
- Contract Request Age
- Number of contract requests that have been open for the following periods: 0-30 days, 31-60 days, and 61+ days.
Breakdowns
- Contract Type
- Contract type of paper
- Contract Request Age
Reports
| Title | Type | Source table | Description |
|---|---|---|---|
|
Total contract requests (YTD) |
Score
|
Contract Request [sn_cm_core_contract_request] |
The number of contract requests created so far this year and the trend for contract request data. This report compares the latest data with the data collected during the previous run of scheduled jobs. It displays the following information:
|
| Total signed contracts (YTD) | Score
|
Contract Request Repository [sn_cm_core_contract_request_m2m_contract_repository] |
Number of signed contracts so far this year and the trend for signed contracts. This report compares the latest data with the data collected during the previous run of scheduled jobs. It displays the following information:
|
| Open contract requests by type of paper | Donut
|
Contract Request [sn_cm_core_contract_request] | Real-time count of open contract requests by the type of paper: own paper and third-party paper. |
| Contract requests trend | Line
|
Contract Request [sn_cm_core_contract_request] | Real-time monthly trend of contract requests that were opened and closed in the last 12 months. Hovering on a line displays the number of contract requests opened and closed in the month. |
| Open contract requests by age | Bar
|
Contract Request [sn_cm_core_contract_request] | Real-time count of contract requests by age ranges. The age of a contract request is calculated by the request creation date and the date when you are viewing the report. |
| Contract request completion time | Line
|
Contract Request [sn_cm_core_contract_request] | Real-time trend of the average completion time for different types of contract requests in the last 12 months. The completion time is
calculated from the time the request is created to the time it is closed. Line graph in which hovering on a line displays the completion time for the related contract request type. To hide a contract request type in the graph, select its name in the legend below the graph. |
Filters
| Name | Type | Description |
|---|---|---|
|
Contract type |
Multi-select |
Select one or multiple values to view relevant contract type data in the Contracts Dashboard. |
| Type of paper | Choice | Displays own paper and third-party paper in the list. You can select the desired option to view the relevant data in the Contracts Dashboard. |