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 created agreements and more via digestible, intuitive visualization. LinkSquares Dashboards in Finalize visualize contracting processes and workflows.
These visualizations can easily be downloaded and shared with team members, providing stakeholders with the transparency they need.
All user roles except Drafter and Sign-only will have access to view the standard LinkSquares Dashboard. Administrators can view everything within the dashboard. The remaining user base can only view the agreements to which they have access.
To learn more about the LinkSquares Analyze Dashboard, reference our article on Analyze Dashboard.
To learn more about the LinkSquares Prioritize Dashboard, reference our article on Prioritize Dashboard.
Process
There are two views within the LinkSquares Dashboard: the Agreements tab view and the Tasks tab view.
You will find various agreement or task-related data point filters within each view.
These data points provide valuable insight into the metrics of the agreement creation processes within your account.
Read the tiles vertically. Tiles are independent.
Agreements Tab
To filter the LinkSquares Dashboard within the Agreements tab, 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 can be filtered by agreements created in the last 365 days, agreements created in the previous year, versions updated in the last seven days, Pen activity in the last 30 days, and a time selector.
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 Finalize.
Tile Filter Notes
- The Agreement Created filter updates the entire LinkSquares Dashboard except for the Version Updates row and the Pen Activity | Activity Insights section.
- The Version Updated filter updates the Version Updates row only.
- The Pen Activity | Activity Insights filter updates the Pen Activity | Activity Insights section only.
- These filters do not interact.
There are four primary data points at the top of the dashboard within the Agreements tab.
Agreements Created: A breakdown of the number of agreements created.
Agreement Status Today: A breakdown of the number of agreements in each stage of agreement creation.
Average Days in Status: A breakdown of the average number of days that agreements are staying in each stage of agreement creation.
Updates by Status: A breakdown of the number of version updates for each stage of agreement creation.
Below these four data points are additional tiles that provide insight into your agreement workflows.
Dashboard Tiles: Agreements
Agreements | Performance
The average time in days it takes to achieve each status for agreements.
Pen Activity | Activity Insights
A breakdown of statistics for the Pen.
Agreements | Creation
A breakdown of agreements created by template name per month, top creators, and most agreements created by template name.
Agreements | Ready for Signature
A breakdown of agreements that are in the Ready for Signature status.
Agreements | In Progress
A breakdown of agreements in progress that are not complete (i.e., Fully Signed and Done) or Paused.
To download a file that outlines all in-flight agreements within Finalize, click the kebab menu in the upper right-hand corner of the first tile. Click Download data.
Tasks Tab
To filter the entire LinkSquares Dashboard within the Tasks tab, 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 can be filtered by task activity over the last 30 days.
After making changes to a filter, click the refresh icon in the upper right-hand corner to update the LinkSquares Dashboard.
There are five primary data points at the top of the dashboard within the Tasks tab.
Tasks Created: The number of tasks created.
Tasks Completed: The number of tasks completed.
Generic Tasks Count: The number of Standalone tasks created.
Approval Task Count: The number of Approval tasks created.
To-Do Task Count: The number of To-do tasks created.
Below these five data points are additional tiles that provide insight into your tasks.
Dashboard Tiles: Tasks
Approval Tasks Completed by User
A breakdown of Approval Tasks completed per user.
To-Do Tasks Completed by User
A breakdown of To-do tasks completed per user.
Approval Tasks Average Completion Time by User
The average time it takes for a user to complete an Approval task from its creation.
To-Do Task Average Completion Time by User
The average time it takes for a user to complete a To-do task from its creation.
Task SLA Tracking
A breakdown of task SLAs.
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.
For a video tutorial overview check HERE