COBBLESTONE SOFTWARE

Contract Insight — User Guide

Record Level Dashboards

03. Admin User Manual › Record Details Tab Setup › Record Level Dashboards

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

No dedicated graphical-dashboard tab was found embedded on an individual record's own page in this QA environment (Contract Details' tabs are Record Details, Subtables, Tasks & Emails, Attachments & Templates, Ratings & Surveys, Linked Records and more). Record-level insight instead comes through the record sidebar's Record Sidebar Widgets (current stage, risk register, related records, status history) and through reports/dashboards filtered down to one record.

2. Key Elements

A record's own tabs (confirmed via Tab Details Setup) do not include a chart/dashboard tab in this build
Administration → Record Sidebar Widgets configures the record-scoped panels shown instead — Record summary, Notices and alerts, Current record stage, Risk register, Related records, Status history, Sections
A report or dashboard can still be scoped to a single record via its Filter conditions, giving record-level analytics without a dedicated embedded dashboard tab

3. Quick Reference Summary

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