Documentation & Guides

Agreement Insights Overview

Prerequisites

  • You are signed in and on the Dashboard.
  • You have at least one team selected.
  • You have active agreements in your workspace.

Steps

  • 1. Open the Agreement Insights page: In the sidebar under Agreement Intelligence, click Agreement Insights (lightbulb icon).
  • 2. Select a time frame: Use the dropdown in the header to choose Last 7 days, Last 30 days, Last 90 days, or Last year.
  • 3. Review key metrics: At the top, key metrics cards display summary values. Icons and color-coded trends indicate increases or decreases.
  • 4. Explore tabs:
    • Portfolio Overview: Shows contract type distribution and lifecycle status.
    • Contract Analytics: Presents processing trends and performance metrics.
    • Risk Analysis: Lists risk categories with counts and trend icons.
    • AI Insights: Shows recent AI-generated insights.

Tips

  • Metrics refresh when you change the time frame or reload the page.
  • Trend icons use green/up for improvement, red/down for decline, and neutral for stable.

Watch The Guide