--- title: "Quick Stats Analysis" slug: "quick-stats-analysis-1" updated: 2026-10-01T20:42:24Z published: 2026-10-29T16:25:45Z canonical: "wiki.cobblestonesoftware.com/quick-stats-analysis-1" --- > ## Documentation Index > Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt > Use this file to discover all available pages before exploring further. # Quick Stats Analysis **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 (labeled *Portfolio health*) 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, a clause-coverage grid, an **Expiring soon** list, and an on-demand **VISDOM briefing** — all generated live rather than run as a saved report. # 2. Key Elements - **Reports and Insights** → **Contract Insights** opens on the **Overview** board by default. Seven other boards (Renewals & Expirations, Financial & Vendors, Operations & Activity, Approvals & Signatures, Cycle Time, Data Health, and Users & Licences) are available from the same board selector. - The headline tiles show **Total contracts**, **Active**, **Expiring in 90 days**, and **Value** (with the number of contracts that have a value). In this QA environment: 340 total contracts, 263 active, 2 expiring in 90 days, and $160.2M across 14 valued contracts. Figures are specific to each environment and update live. - **Data completeness** shows what percent of the portfolio has each key field filled in (Status 96%, Type 99%, End date 12%, Value 4%, Vendor 98%, Department 99% in this QA environment). - **Clause coverage** shows which clause categories VISDOM has found across the contracts it has read. - The **VISDOM briefing** card's **Summarize this board** button lets VISDOM AI summarize the board's numbers — risk, concentration, and next actions — on demand. # 3. Opening the Overview Board 1. From the Contract Insight homepage, click the **Reports and Insights** icon in the left navigation bar. 2. Select **Contract Insights** from the menu. ![Reports and Insights menu with Contract Insights option](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/01-insights-menu(1).jpg) 1. The Contract Insights page opens on the **Overview** (Portfolio health) board. To return to it from another board, click the **Overview** tile in the board selector at the top of the page. # 4. Reading the Headline Tiles & Breakdowns The four tiles below the board selector summarize the portfolio at a glance. Beneath them, the **By status** donut chart breaks contracts down by status (for example Active, Expired/Terminated, Pending New Record, Pending, Procurement Review, Legal Review, Owner Approval, and Awaiting Execution), and the **By type** bar chart shows the number of contracts per contract type. ![Contract Insights Overview board headline tiles and By status / By type charts](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/02-overview-board(1).jpg) # 5. New Contracts Trend & Data Completeness **New contracts · last 12 months** plots how many contracts were added each month. **Data completeness** lists the share of the portfolio that has each key field filled in; green bars indicate well-populated fields, while red bars flag fields that are mostly empty. Low completeness limits the accuracy of other figures on the board — for example, a low Value percentage means the Value tile reflects only the contracts that have a value entered. ![New contracts trend and Data completeness card](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/03-trend-data-completeness.jpg) # 6. Clause Coverage & Expiring Soon The **Clause coverage** grid lists the most widely present clause categories VISDOM has found, with a count for each. The legend indicates whether most contracts have the clause (80%+), some have it, there is a gap, or fewer than 3 contracts have been read. The **Expiring soon** list shows contracts approaching their end date, along with their value and the number of days remaining. ![Clause coverage grid, Expiring soon list, and VISDOM briefing card](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/04-clause-coverage-briefing.jpg) # 7. Generating a VISDOM Briefing 1. Open the Overview board (see Section 3) and scroll to the bottom of the page. 2. In the **VISDOM briefing** card, click **Summarize this board**. 3. Review the summary, which calls out portfolio size, status and type concentration, data-quality gaps, and recommended next steps. 4. Click **Regenerate** to produce a fresh summary after the underlying data changes. ![VISDOM briefing summary of the Overview board](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/05-visdom-briefing-result.jpg) **Note:** The VISDOM briefing is AI-generated from the numbers on the board. Review its recommendations before acting on them. # 8. Quick Reference Summary | Task | How to Complete It | | --- | --- | | Open the Overview board | Reports and Insights → Contract Insights → Overview. | | Switch to another Insights board | Click a board tile (e.g., Renewals & Expirations, Data Health) at the top of Contract Insights. | | Check which key fields are missing data | Overview board → Data completeness card. | | Review clause coverage | Overview board → Clause coverage grid. | | See contracts expiring soon | Overview board → Expiring soon list. | | Generate a VISDOM summary of the board | Overview board → VISDOM briefing → Summarize this board (Regenerate to refresh). |