COBBLESTONE SOFTWARE

Contract Insight — User Guide

Quick Stats Analysis

03. Admin User Manual › Searching & Reporting › Quick Stats Analysis

Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

1. Overview

Contract Insights' Overview board is the modern quick-stats screen: four headline tiles (Total contracts, Active, Expiring in 90 days, Value) followed by By status / By type breakdowns, a new-contracts trend, data-completeness percentages per key field, and a clause-coverage grid — all generated live rather than run as a saved report.

2. Key Elements

• Insights → Contract Insights → Overview board: 43,122 Total contracts, 461 Active, 55 Expiring in 90 days, $211,316,208.3M Value in this QA environment
• Data completeness shows what percent of the portfolio has each key field filled in (Status 96%, End date 8%, Value 4%, and so on)
• A "VISDOM briefing" control lets VISDOM AI summarize the board's numbers — risk, concentration, next actions — on demand

3. Quick Reference Summary

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