1. Contract Lifecycle Management
  2. Reports
Reference

Reports for the questions your team asks

Answer questions about review work, execution, obligations and renewal outcomes.

Overview
Contract Lifecycle Management · Overview

Contract Lifecycle Management dashboard

This quarter

Approval steps in view
6
Total sequence
370
Legal
1
Sales manager
1

E sign envelopes by status

How far records got this quarter

StageReachedStep
Created44
Sent1636%
Delivered744%
Partially signed229%

E sign envelopes by status

Sample counts per stage

200
-50Created
-60Sent
20Delivered
20Partially signed
-30Completed
Example screen with sample data

More reports

Contracts by lifecycle status List

Count Contracts by Status and contract type for the current work queue.

Approval turnaround List

Compare approval steps by approver role, Status and decided at.

Redline resolution List

Count Redlines by proposed by, change type and Status.

Signature envelope progress List

Group E sign envelopes by Provider and Status, with sent at and completed at.

Obligations by due date List

List contract obligations by Owner, due date and Status.

Renewal outcomes List

Compare Renewals by Status, renewal value and lost reason.

Contracts by counterparty Grouped

Group Contracts under Counterparties with contract value and expiration date.

Operation outcomes List

Group operation receipts by Operation and Outcome.

Set up Contract Lifecycle Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started