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The Dashboard

The Dashboard is the first page you see after logging in. It gives a real-time overview of contract activity across your organisation.

The OpenCLM dashboard showing summary KPI cards, recent activity, and upcoming deadlines

Dashboard Sections

Summary Cards

At the top of the dashboard, four KPI cards show the most important at-a-glance figures:

CardWhat it shows
Total ContractsAll contracts in the system (all statuses)
Active ContractsContracts with status = Active
Pending ApprovalsContracts awaiting your action in an approval workflow
Expiring SoonContracts expiring within the next 30 days

Clicking any card takes you directly to the filtered Contracts list.

Recent Activity

A chronological feed of events across all contracts you have access to:

  • Contract created / updated / status changed
  • Approval requested / approved / rejected
  • Signature request sent / completed
  • Obligation deadline approaching

Upcoming Deadlines

A list of contracts and obligations with due dates in the next 30 days, sorted by urgency. Click any row to open the contract or obligation detail page.

Roles and Visibility

Dashboard data is always scoped to what you are permitted to see:

  • A Contract Author sees only their own contracts.
  • A Department Head sees all contracts in their department.
  • A Super Admin or Contract Manager sees the full organisation view.

Use the sidebar (left panel) to jump to any module:

Sidebar itemModule
DashboardThis page
ContractsContract repository
Clause LibraryReusable legal clauses
Approval CenterContracts awaiting your review
E-SignaturesSignature requests and status
AnalyticsReports and trend dashboards
DeadlinesExpiry and renewal tracker
ObligationsPost-signature obligation tracking
Contract LettersGenerate formal letters from templates
SettingsAccount, notifications, organisation
RolesRole and permission management (admin only)
IntegrationsThird-party service connections (admin only)