Overview
The LinkSquares Dashboard feature is a data visualization tool that allows you to get more insight into your agreements.
Through the LinkSquares Dashboard, get a bird's-eye view of the key metadata across all uploaded agreements and more via digestible, intuitive visualization. LinkSquares Dashboards in Analyze visualize agreement tags, terms, and types.
These visualizations can easily be downloaded and shared with team members, providing stakeholders with the transparency they need.
All user roles except Standard will have access to view the standard LinkSquares Dashboard.
To learn more about the LinkSquares Finalize Dashboard, reference our article on Finalize Dashboard.
To learn more about the LinkSquares Prioritize Dashboard, reference our article on Prioritize Dashboard.
Process
The visualizations within the LinkSquares Dashboard are standard for all users.
Read the tiles vertically. Tiles are independent.
- Effective Date by Quarter: The quarter that contracts start.
- Agreements by Type (Top 10): The types of contracts that exist in Analyze.
- Agreements Renewing by Quarter: The quarter when most contracts are renewed.
- Renewals by Type (Top 10): The type of contracts that are renewing.
- Agreements Terminating by Quarter: The quarter when most contracts are terminating.
- Terminations by Type (Top 10): The types of contracts that are terminating.
- Clause Analysis: The clauses that appear most frequently in contracts.
- Smart Value Analysis: The analysis of Smart Values that are true, not present, and false.
- Tag Analysis: The most used tags.
- Governing Law by State: The governing law by state on a map of the United States.
- Governing Law by Country: The governing law by country on a map of the world.
The following visualizations display pie charts of these terms being true, not present, and false within agreements.
- Assignment Freely Assign
- Assignment Requires Consent
- Assignment Possible
- Automatic Renewal
- Confidentiality Consent Required
- Confidentiality Post-Termination Period
- Data Breach Notify Immediately
- Force Majeure Exception
- Force Majeure Termination
- LoL Aggregate Limit
- LoL Consequential Damages
- LoL Consequential Damages Waived
- Data Security - HIPAA
- SLA Service Level Credits
- SLA Uptime Commitment
- Termination for Convenience
Tile Filters
To filter the LinkSquares Dashboard, leverage the filters at the top of the page.
Selecting each data point will enable a drop-down in which you can select either a preset parameter or create a custom parameter.
By default, the LinkSquares Dashboard is filtered by agreements that are currently renewing or terminating after today's date. All agreement types are included.
After making changes to a filter, click the refresh icon in the upper right-hand corner to update the LinkSquares Dashboard.
LinkSquares Custom Dashboard users can create custom filters based on additional parameters within Analyze.
Renewal & Termination Date
The default view is after the current date. To see renewals and terminations after or before a certain date, set the necessary parameters by clicking on the filter and using the drop-down.
Agreement Type
The default view is any agreement type. To filter agreement types, use the drop-down.
Note: The ability to filter by agreement tags is not available within the standard LinkSquares Dashboard.
Dashboard Drill Down
The LinkSquares Dashboard allows users to drill down into the data behind these visualizations.
To take a closer look at the agreements from which the data is pulled, select any of the values in a visualization.
Depending on the selected visualization, a modal may appear with additional filter options.
Exporting Dashboards
Export individual tiles or the entire LinkSquares Dashboard as a PDF.
To export the entire dashboard, click the kebab menu in the upper right-hand corner of the dashboard below the navigation bar.
Select Download from the drop-down.
A modal will appear and give you the option to download the data pertaining to the graphs. Click Download to download the report.
To export individual tiles, hover over the upper right-hand corner of a particular graph if you want a specific visualization exported. A kebab menu will appear. Select Download data from the drop-down.
A modal will appear and give you the option to download the data pertaining to the graphs.
Choose the file format and configure any advanced data options.
Click Download to download the report.
Modifying Dashboard Time Zone
By default, the LinkSquares Dashboard adheres to the time zone to which your browser is set.
To modify the time zone of the dashboard, click the kebab menu in the upper right-hand corner of the dashboard.
Select Each tile’s time zone from the drop-down. Determine a new time zone.
Click Update once complete.
Note:
- Dashboard-level time zone changes are user-specific.
- Time zones can be applied on both the dashboard level and individual tile level with LinkSquares Custom Dashboards.
LinkSquares Custom Dashboards
LinkSquares Custom Dashboards include additional filter options, and the ability to edit existing reports and personalize new reports.
Contact your Customer Success Manager to learn more.