FEATURES
Turn a portfolio question into a useful view.
Find the agreements that fit a business question, group the results, and save the view for the next review. Keep the underlying document close to the answer.
Choose the question before choosing the columns
Start with a practical need: contracts expiring this quarter, agreements owned by a team, or a particular supplier category. Use the fields your organization maintains to narrow active contracts in the portfolio. Contract software reporting starts with information that someone has checked and kept current.
Use search, filters, and grouping together
Ask a plain-English question or build the view with structured filters. Group the results to make the pattern easier to inspect and save useful combinations. Specific contract insights should lead to a record you can open and verify, not a number without context.
Make a recurring review repeatable
Return to saved views when preparing a renewal discussion or ownership check. Review the results with the responsible people and update the underlying records when facts change. This gives contract lifecycle tracking a practical place in regular team meetings.
A FEW PRACTICAL QUESTIONS
Before your next step.
Is this a financial forecasting tool?
This page describes agreement search, grouping, filters, and saved views. Ask us about any specific chart, export, or forecasting requirement before relying on it.
Which plan includes saved views?
Custom fields, contract types, and saved views are listed in Essentials and available in higher plans.
How do answers differ from portfolio views?
Use contract chat for questions about an agreement and saved views for groups of records. Both can support contract insights, but check the source before making a decision. A view of contracts expiring soon still needs a review owner.
LET’S TALK ABOUT YOUR WORKFLOW
Bring your agreements.
We’ll help you find the next step.
See how the documents, people, dates, and commitments fit together for your team.