Financial Services Creatio, sales edition
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Dashboards in the [Contracts] section

The Dashboards view contains consolidated analytics (diagrams, metrics, rating lists and reports) based on the section data.

Note

More information about working with dashboards and dashboard setup is available in a separate article.  Read more >>>

The [Contract analytics] tab

The [Contract analytics] tab displays consolidated information about contracts.

Note

Filters set in the section will be applied to all dashboard tiles.

Contracts to be prolonged next week

The list of contracts with the [Signed] status whose End date falls within the next week.

Upcoming contracts to be signed

The list of contracts to come into effect. This dashboard tile displays the contracts with the “Signed” status and the start date corresponding to the current or the following day. The tile data are sorted in chronological order.

Number of contracts to be prolonged

The diagram displays the number of contracts whose status is “Signed” and whose End date falls within the current or next month. The contracts are grouped by the end date. The tile data are sorted in chronological order.

New vs signed contracts by month

The diagram displays contract amount monthly dynamics. The contracts are grouped by the start date. The tile data are sorted in chronological order.

See also

Dashboards

 

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