Dashboard Overview
Navigate the DealView dashboard and understand your key contract metrics at a glance.
The Dashboard is your command center for contract intelligence. View key metrics, recent activity, and quick actions all in one place.
Accessing the Dashboard
Click Dashboard in the sidebar or visit /dashboard to view your contract portfolio overview.
Key Metrics
The dashboard displays four primary metrics:
| Metric | Description |
|---|---|
| Total Contracts | Count of all contracts in selected workspace |
| Average Risk Score | Portfolio-wide risk indicator (Low/Medium/High) |
| Expiring Soon | Contracts ending within 30 days |
| Portfolio Value | Sum of all contract values |
Use the workspace dropdown to view metrics for a specific workspace or all workspaces combined.
Dashboard Tabs
Overview Tab
Quick summary of your portfolio:
- Contract distribution by type (pie chart)
- Contracts by workspace
- Status breakdown
- Recent uploads
Risk Analysis Tab
Risk-focused view:
- Top risk factors across contracts
- Risk distribution chart
- High-risk contracts list
- Risk trend over time
Workspaces Tab
Compare across workspaces:
- Workspace summary cards
- Contract counts per workspace
- Risk scores by workspace
- Quick access to workspace details
Activity Tab
Recent actions and changes:
- Latest contract uploads
- Recent AI analysis completions
- User activity log
- System notifications
Quick Actions
From the dashboard, quickly:
- Upload Contract - Add new contracts
- View Expiring - See contracts needing attention
- Generate Report - Create executive summary
- Search - Find specific contracts
Time Range Selection
Filter dashboard data by time period:
- Last 7 days
- Last 30 days
- Last 90 days
- Last year
- Custom range
Time selection affects trend charts and activity feeds.
Dashboard Widgets
Contracts by Type
Pie chart showing distribution:
- NDA, MSA, SOW, and other types
- Click segments to filter
- Hover for exact counts
Expiring Contracts
Timeline of upcoming expirations:
- Color-coded by urgency
- Click to view contract
- Links to renewal calendar
Recent Activity
Live feed of actions:
- New uploads
- Completed analysis
- Status changes
- User actions
Personalizing Your Dashboard
Customize your view:
- Collapse sections you don't need
- Reorder widgets (Enterprise)
- Set default workspace
- Configure refresh frequency
Dashboard Best Practices
- Check daily - Monitor expiring contracts
- Review risks - Address high-risk items promptly
- Track trends - Watch for increasing risk scores
- Use filters - Focus on relevant workspaces