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Dashboard and contract reporting

Your portfolio.Clear at a glance.

Approvals, signatures, deadlines, points of attention.On a single screen.For Legal, Finance and executive management.

app.pactolane.com · DashboardHello Sophie
Reporting · OctoberAll the organization's contracts
2 points of attention
Average time to signature6 d
Trend over one month-1 d
Overdue2
Contracts by stageLifecycle
Draft · Review · Approval18
Negotiation · Awaiting signature9
The problem

Reporting rebuilt by hand
always arrives late.

01

Figures compiled for every committee

How many contracts signed this quarter, how many pending, which ones are coming up for renewal? The answer means consolidating spreadsheets.

02

Invisible bottlenecks

A contract stuck in approval or awaiting signature only becomes visible when a salesperson complains about it.

03

Management discovers risks too late

The overdue contract, the unapproved critical clause, the deadline falling next week: the information exists, but nobody sees it.

The solution

The dashboard
that keeps itself up to date.

The Pactolane dashboard brings together on the home page the approvals, signatures and deadlines to handle, the number of contracts at each lifecycle stage, the average time to signature and the points of attention.The Analytics page adds the month's signed contracts, the signature rate, overdue contracts and the average value per contract, with charts filterable by period, status and category.

The contract pipeline

Contracts broken down by lifecycle stage, from draft to signature, with the average time to signature and its trend compared with the previous month.

Pipeline · October
Draft and review11
Approval7
Negotiation4
Awaiting signature5

What's waiting for action

Three task tabs (approvals, signatures, deadlines) with a quick action on each, and an alerts area for overdue contracts and unapproved critical clauses.

My tasks · Approvals
NDA · Groupe DupontApprove
Services · Orion SASApprove
License · DatalysApprove
Maintenance · Atelier MorelView

The Analytics page

Monthly indicators, signature trend, breakdown of contracts by status and deadline timeline, to prepare a committee meeting or a portfolio review.

Analytics · October
Contracts signed this month14 · trending up
Average signature rateCalculated over the filtered period
Overdue contracts2 · deadline passed
Average value per contractOver the filtered period
Before & After Pactolane

From committee spreadsheets
to a shared screen.

SituationWithout PactolaneWith Pactolane
Preparing for a committeeConsolidating spreadsheets sent by each teamIndicators calculated from the contracts themselves, filterable by period
Spotting a stuck contractWaiting for a salesperson or a supplier to chase it upContracts by stage and pending tasks, visible from the home page
Tracking lead timesA feeling, rarely a figureThe average time to signature and its month-over-month trend
Seeing points of attentionDiscovering them during a dispute or an auditAn alerts area: overdue contracts, unapproved critical clauses
Sharing with managementAn export sent by email, already out of dateUnlimited read-only access, and CSV export when you need one
Features

Manage,
don't compile.

Priority categories

Pending approvals, signatures and deadlines, with their count. One click opens the corresponding filtered list.

Contracts by stage

A lifecycle funnel showing where contracts pile up, from draft to signature.

Average time to signature

In days, with the trend compared with the previous month, to measure the effect of your workflows.

Alerts and blockers

Overdue contracts and unapproved critical clauses in a dedicated area, with contracts expiring soon flagged by a banner at the top of the page.

Analytics page

The month's signed contracts, signature rate, overdue contracts, average value per contract, with filters by period, status and category.

Deadline calendar and timeline

The current month on the dashboard, and a chronological view of deadlines on the Analytics page. Growth and Scale plans.

CSV export

The filtered contract list exported with title, counterparty, status, deadline, playbook score and last modified date.

PactAI on the portfolio

Ask a question from the dashboard, or run a risk exposure analysis across all your contracts. Growth and Scale plans.

In practice

What the screen
shows you every morning.

3
Task categories at the top of the page: approvals, signatures, deadlines.
4
Analytics indicators: signed this month, signature rate, overdue, average value.
CSV
Export of the filtered list, ready for your committee or your audit.
Plan and security

From the Team plan.
Unlimited viewers.

The dashboard, from Team.

  • Dashboard and Analytics page: Team plan, €149 per month excl. VAT
  • Deadline tracking (category, tab, calendar and timeline) and PactAI: Growth (€499 per month excl. VAT) and Scale plans
  • Unlimited read-only users on all plans, for management and business teams
  • Data hosted in France and Belgium, on Google Cloud
  • Seven access roles, MFA, audit trail of actions
Available from
Team
149€ excl. VAT / mo
7-day free trial, no commitment.
Free trial
AES-256-GCMGDPR by defaultMFAFrance and Belgium
FAQ

Common questions.

Q.01What does the Pactolane dashboard show?

The Pactolane dashboard, the home page after you log in, shows what is waiting for action (approvals, signatures and, on the Growth and Scale plans, deadlines), the number of contracts at each lifecycle stage, the average time to signature and its trend, plus an alerts area for overdue contracts and unapproved critical clauses. Each category opens the corresponding filtered list, and each task offers a quick action: approve, sign or view the contract.

Q.02Which indicators should legal reporting track?

Useful legal reporting combines activity indicators (contracts signed over the period, contracts in progress by stage), turnaround indicators (average time to signature, contracts awaiting approval) and risk indicators (overdue contracts, upcoming deadlines, unapproved critical clauses). Pactolane calculates these indicators from the contracts themselves, with no manual consolidation.

Q.03What does the Analytics page contain?

Pactolane's Analytics page displays four indicators (contracts signed this month, average signature rate, overdue contracts, average value per contract) and three charts: the signature trend, the breakdown of contracts by status and the deadline timeline. Filters by period, status and category let you prepare a committee meeting on the right scope of contracts.

Q.04Can I export dashboard data?

Yes, Pactolane exports your contract data to CSV: from the contract list, you export the filtered selection, with the title, counterparty, status, deadline, playbook score and last modified date. This lets you feed existing reporting or prepare an audit without re-entering data. Counterparties can also be exported to CSV from their page.

Q.05Can management view the dashboard without an extra license?

Yes, all Pactolane plans include unlimited read-only users, with no extra license: an executive or a CFO views contracts and their indicators with a viewer role, without editing. The seven access roles and per-contract permissions let you fine-tune what each person sees.

Q.06Can you track risks across the whole portfolio?

Yes, Pactolane tracks portfolio risks at two levels. The dashboard flags points of attention: overdue contracts, unapproved critical clauses, contracts expiring soon. On the Growth and Scale plans, PactAI runs a risk exposure analysis across the whole portfolio on request, for example to find out which contracts are affected by a given risk. Learn more about PactAI.

Q.07Which plan includes the dashboard?

Pactolane's dashboard and Analytics page are available from the Team plan (€149 per month excl. VAT). Deadline tracking (“Upcoming deadlines” category, Deadlines tab, calendar and timeline) and PactAI are added on the Growth (€499 per month excl. VAT) and Scale (from €2,500 per month excl. VAT) plans. Full details are on our pricing page.

Manage your contracts with up-to-date figures.

Free trial on the Team (7 days) and Growth (14 days) plans.

Contract risk gives no warning. Your watch does.

Every week, field insights on contracts, risks and best practices.
For legal, procurement and IT leaders.

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