Access high-level insights into your vendor and contract ecosystem.

The Reports section provides comprehensive dashboards to monitor and manage your vendors and contracts. These interactive dashboards offer real-time insights into vendor performance, contract status, and financial metrics.

Vendor Dashboard Filters

The Vendors Dashboard includes a global filtering section located at the top of the page.
This filtering area allows users to refine dashboard data and focus on specific vendor information across widgets and tables.

The Vendors Dashboard includes a global filtering section located at the top of the page.

This filtering area allows users to refine dashboard data and focus on specific vendor information across widgets and tables.

Users can apply one or multiple filters simultaneously to narrow down dashboard results.

Available filters include:

Search
Vendors
Contract States
Contract Start Date
Contract End Date
Vendor States
Vendor Manager
Paid Amount
Total Amount
Criticality
Service Type
Payment Status

The filtering section supports:

Dropdown selection
Date range filtering
Numeric range filtering
Text search
Multi-filter combinations

Users can also:

Save filter presets
Reuse previously saved filters
Reset all filters using the “Reset All” action

The Scope section allows users to define which widgets are affected by the applied filters.

Vendors Dashboard

The Vendors Dashboard gives you a complete overview of your vendor ecosystem, helping you track vendor activity, payment status, and service distribution.

Active Vendors

Displays the total number of vendors currently in "Active" status. A vendor is considered active when at least one of its associated contracts is in Active state.

Benefit for Vendor Administrator: Quickly assess your active vendor base and identify how many vendors are currently engaged with your organization. This card is clickable - click to view the detailed list of all active vendors.

Paid Amount

Shows the total amount paid to vendors compared to the overall contract value across all vendors.

Benefit for Vendor Administrator: Track payment execution at a glance. The visual bar chart helps you monitor what percentage of committed funds has been disbursed, enabling better cash flow management and budget tracking.

Quick Actions

Provides shortcuts to common vendor management tasks:

Create Vendor - Add a new vendor to the system
All Vendors - View complete vendor list
Create Contract - Initiate a new contract

Benefit for Vendor Administrator: Streamline your workflow with one-click access to frequently used functions, saving time on navigation. All links in this card are clickable.

Vendor Criticality Tiers

Visualizes the distribution of vendors across criticality levels (Critical, Important, Regular) with percentage breakdowns.

Benefit for Vendor Administrator: Understand your vendor risk profile at a glance. Identify what proportion of your vendor base falls into each criticality tier, helping prioritize vendor management efforts and risk mitigation strategies.

Payment Status by Vendor

Displays a horizontal bar chart comparing paid amounts versus total amounts for each vendor.

Benefit for Vendor Administrator: Identify which vendors have outstanding payments and track payment completion rates across your vendor portfolio. This view helps prioritize payment processing and identify vendors with significant unpaid balances.

Service Type Distribution

Shows the breakdown of vendors by service category (Hardware, End User Software, Software Platform, Manpower, Consulting Services) with percentages.

Benefit for Vendor Administrator: Understand your vendor portfolio composition and service dependencies. Identify concentration risks if too many vendors fall into a single service category, and support strategic sourcing decisions.

Vendor List

Displays a tabular view of all vendors with key information:

Vendor Name
Service Type
Criticality Tier
Country
Status

Benefit for Vendor Administrator: Access detailed vendor information in a sortable, searchable format. The "See all" link provides access to the complete vendor list with additional filtering and management options. This table serves as your primary vendor directory for quick reference and navigation.

Contract Dashboard Filters

The Contracts Dashboard includes a global filtering section located at the top of the page.
This filtering area allows users to refine dashboard data and focus on specific contract information across dashboard widgets and tables.

Users can apply one or multiple filters simultaneously to narrow down dashboard results.

Available filters include:

Search
Vendors
States
Start Date
End Date
Paid Amount
Total Amount
Contract Manager
Contract Model
Currency

The filtering section supports:

Text search
Dropdown selection
Date range filtering
Numeric range filtering
Multi-filter combinations

Users can also:

Select an existing saved filter
Save the current filter configuration
Reset all filters using the “Reset All” action

Some widgets may contain local filters.
When a widget has its own local filter configured, that local filter takes priority over the global dashboard filter for that specific widget.

Local Widget Filters

Some dashboard widgets include their own local filter configuration.

Local filters allow users to apply filtering rules only to a specific widget without affecting the rest of the dashboard.

Users can access the local filter by clicking the three-dot menu available on the widget header.

Example: Active Contracts Widget Filter:

The Active Contracts widget includes a dedicated local filter.

This filter allows users to refine the widget data independently from the global dashboard filters.

Available local filter options may include:

Start Date
End Date
States
Vendors
Total Amount

Users can:

Apply custom filtering rules
Reset local filters
Cancel modifications
Apply the updated widget filter configuration

When a local filter is configured for a widget, the widget uses its own filtering logic instead of the global dashboard filter.

Contracts Dashboard

The Contracts Dashboard provides a comprehensive view of your contract portfolio, tracking contract lifecycle stages, payment status, and financial commitments.

Active Contracts

Shows the total number of contracts currently in "Active" status (contracts where start date ≤ today and end date ≥ today, and not marked as draft).

Benefit for Vendor Administrator: Monitor your current contractual obligations and active vendor relationships. This card is clickable - click to filter and view all active contracts in detail.

New Contracts Started

Displays contracts that have transitioned to Active status within the last 1 month.

Benefit for Vendor Administrator: Track recent vendor onboarding and new engagements. This helps you monitor the pace of new commitments and ensure proper activation processes for recently started contracts. This card is clickable for detailed view.

Ending Contracts

Shows contracts that will expire within the next 2 months.

Benefit for Vendor Administrator: Proactively manage contract renewals and prevent service disruptions. This early warning system ensures you have adequate time to negotiate renewals, issue RFPs for replacements, or plan for contract termination. This card is clickable for detailed view.

Quick Actions

Provides shortcuts to common contract management tasks:

Create Contract - Initiate a new contract
All Contracts - View complete contract list
Create Vendor - Add a new vendor

Benefit for Vendor Administrator: Streamline contract creation and management workflows with one-click access to essential functions. All links in this card are clickable.

Overall Payment Status

Displays a donut chart showing total contract value split between paid amounts and amounts still not paid.

Benefit for Vendor Administrator: Visualize your overall payment execution rate across the entire contract portfolio. This high-level view helps assess financial obligations, track budget consumption, and identify if payment processing is on schedule.

Contract Paid Amounts

Shows a bar chart of the top 10 contracts by total amount, comparing paid amounts (dark purple) versus total amounts (light purple).

Benefit for Vendor Administrator: Identify your largest financial commitments and track payment progress on high-value contracts. This view helps prioritize vendor relationship management and ensures timely payment for critical contracts.

Contract List

Displays a comprehensive table of all contracts with key information:

Contract Name
Vendor
Total Amount
Start Date
End Date
State (INACTIVE, ACTIVE, DRAFT, EXPIRED)

Benefit for Vendor Administrator: Access your complete contract inventory with sortable columns for easy filtering and analysis. The color-coded state badges (blue for Inactive, green for Active, grey for Draft, red for Expired) provide instant visual status recognition. Click "See all" to access the full contract list with advanced filtering and bulk management capabilities.

Using the Dashboards Effectively

Best Practices

Daily Monitoring: Check the Active Contracts and Active Vendors cards each morning to stay informed of your current operational status.
Proactive Management: Review the Ending Contracts card weekly to ensure adequate time for renewal negotiations or transition planning.
Financial Oversight: Use the payment status visualizations to identify cash flow patterns and ensure timely vendor payments.
Risk Management: Monitor the Vendor Criticality Tiers regularly to maintain appropriate risk distribution across your vendor portfolio.
Trend Analysis: Track the New Contracts Started metric over time to understand business growth patterns and vendor engagement trends.

Navigation Tips

Most cards are interactive - click on metric cards to drill down into detailed views
Use Quick Actions for fast access to creation workflows without navigating through menus
The "See all" links in list sections provide access to full data sets with advanced filtering options
Color-coded status badges provide instant visual recognition of contract and vendor states