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Real-Time, Personalized Dashboards and Calendars

Angie Stockley, VP of Marketing and Communications, ASC Posted: April 10, 2015
Written by Angie Stockley

ASC's Dashboard and Calendar tools conveniently provide real-time, personalized and visual representations of your activities and tasks with easy drilldown for full details

Key performance indicators (KPIs), business performance metrics and other data measures help us better understand and optimize business operations. However finding and synthesizing that data into productive, meaningful and actionable insights is difficult.  The sheer quantity of data available can be overwhelming or, on the flip side, completely buried. So what can we do?

To help ensure that obligations and deliverables are being met, value isn’t leaking from contracts and maximum contract value is being realized, contract managers and other users need options to quickly and easily monitor the status of their contracts with a centralized view of all tasks, activities, events, milestones and custom report criteria (e.g., contract status); stay on task; and easily audit and report on contracting processes with graphical and quick view statistics.

Dashboard and Calendar Benefits

Stay on-task with custom views of your important tasks, activities and events:

  • At-a-glance view of your assigned and pending tasks
  • Constant visibility of upcoming activities and events

Strengthen the audit and reporting process with graphical and quick view statistics:

  • Improved visibility into your contract processes, bottlenecks and performance issues
  • Ability to track multiple key metrics and trends in real time

Get at-a-glance, personalized reports in one central location

  • Easily monitor contracts throughout the contract lifecycle (e.g., progress, status changes, etc.)
  • Improve productivity by not having to search for contract status updates or location

Real-time, personalized dashboards and calendars provide convenient visual representations of your priority activities, tasks and other information and on-demand tracking of key metrics and trends with easy drilldown for full contract, document or client details. These dashboards and calendars enable personalized focus on your key business or individual metrics and measures and visually represent them in a single view. They provide a full, at-a-glance picture for the user by including all the relevant data in one place.

ASC Dashboards and Calendars

The ASC solution provides a number of convenient, personalized, at-a-glance and graphical tools to help ensure that users have easy access to pertinent information that allows them to proactively manage their contracting responsibilities and spot trends and issues and act on them immediately.

Based on a user’s own customized reports, the real-time results (such as activities, tasks and events) can be displayed in calendars, worklists, dashboards, Excel, etc.

This article provides a quick overview of dashboards and calendars specifically.

Personalized Dashboards

ASC’s sleek, easy-to-read and personalized dashboards provide an instant graphical representation (e.g., Pie, Bar or Column style charts) of critical contracting data and need-to-know information according to your predefined reporting criteria.

The at-a-glance dashboards also enable direct drilldown for quick access to details such as who is assigned to the contract, upcoming deadlines, contract status, related comments, supporting documents, revisions and more.

For instance, the dashboard example below shows reports by status (e.g., draft, approved, signed, no sales, etc.). Other dashboards might show data by contract types (e.g., vendor contracts, contracts owned by the user, in-progress contracts, etc.) or by business region, function, financial threshold, specifications, timelines, alternative contracts, etc.

Dashboard Examples

Convenient Calendars

Calendars complement dashboards by providing a quick personalized view of important dates for action items (e.g., expiry, renewal, amendments, signing, etc.). Calendars include direct links to related forms and reports so contract managers and other users can drilldown on specifics and take quick action on required tasks accordingly. 

For added efficiency, multiple color-coded calendars can be displayed in the one calendar view and users can conveniently export and import calendars from ASC to Outlook.

Multiple Calendars

Dashboard and Calendar Drilldown

Personalized dashboards and calendars allow contract managers an at-a-glance view of critical contracting information (e.g., activities, tasks and events) and enable easy drilldown on important contract details right from the dashboard or calendar links or from the sortable data columns which appear beneath the dashboards and calendars (when the expanded view is selected).

The example below shows a pie chart representing contracts past due by contract type (e.g., amend, lease, master, SOW, etc.).  The table beneath the chart lists impacted contracts individually ordered by date. The table is sortable by column and enables direct clickthrough to full contract information via a link in the “Form Number” column.

With the contract details easily and quickly in hand, users can make informed decisions on next steps and take fast action accordingly.

Dashboard Drilldown

Why ASC?

ASC's flexible dashboard and calendar capability is an integral part of all our web-based, zero footprint solutions.  Whatever your business process automation needs, you can trust ASC to deliver tailored online technical solutions that streamline your business operations for improved performance, advanced business intelligence and a better bottom line. Find out more about ASC solutions.

Convenient, at-a-glance dashboard and calendar views of your critical activities, tasks and events

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