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Contract Lifecycle Management — CLM Dashboard (how to use)

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CLM Dashboard

Module: Contract Lifecycle Management

Where to open in admin

  1. Log in to Admin.
  2. Open sidebar menu Contract Lifecycle Management.
  3. Click CLM Dashboard.
  4. Direct route (for admins): admin/contract_lifecycle_management

What this screen is for

Summary view of KPIs, open items, and shortcuts into daily work in Contract Lifecycle Management.

How to use — step by step

  1. Open this dashboard after login to see counts of open/pending records.
  2. Use widgets or summary cards to jump into lists (e.g. pending approvals, low stock, overdue tasks).
  3. Filter by date or status if filters are shown.
  4. Click through to the underlying list screen to action items.
  5. Refresh during the day; numbers update as staff post transactions.

Common buttons & actions

  • Open record
  • View report
  • Export (if available)

Required permissions

Staff need the clm_dashboard feature with: view.

Assign under Setup → Staff → Roles → Permissions.

Related guides

See the Contract Lifecycle Management overview for module-wide workflows, API, and setup.

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