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Renewal Dashboard

Blake_Ferguson

Expand the scheduled reminder feature in the repository to include more information other than Party Name and Agreement date. Being able to include renewal date and contract value would make it easy to give e-level stakeholders insight into dashboard without getting in the weeds.

@hannah_lazar

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Comments

David_Wieseneck

Yes! love this idea.

David_Wieseneck

Hey @Blake_Ferguson - Does the new Repository Contract Reminders have what you need? Looks like they updated the feature a few weeks ago.

The email will include up to 15 contracts and up to 5 pieces of metadata for each contract. The email will also include a link to the Repository so the recipient can view the complete list of contracts if it exceeds 15.

https://support.ironcladapp.com/s/article/Repository-Contract-Reminders

I would love for this to be a Dashboard, not just an email.

fred_kang

Yes, @David_Wieseneck is correct that this functionality exists. When you are configuring your Contract Reminder, if you click "Customize Properties" you can select up to 5 properties to include in your email, which can include renewal date and contract value.

@David_Wieseneck the Saved View in the Repository effectively acts as a dashboard. Are there other features in a dashboard here that you would like to see? Let us know if so!

Joe_Nguyen

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