This topic will walk you through Insights chart settings.
Ironclad Insights chart settings enable you to perform various actions to customize their prebuilt charts and build custom charts. Chart settings also enable you to analyze and understand your contracting process using process metrics coupled with contract metadata.
This setting allows you to modify the appearance of your chart to one of the following:
The timeseries charts require you to pick a date reference. This allows you to analyze the different dates being tracked with your contracts like expiration date, renewal date, 1st invoice due date, etc. In addition to these, Ironclad also includes, “Created at Date”, “Updated Date”, and “Executed Date" out-of-the-box.
- Created at Date
- Date the workflow was created
- Updated Date
- Last date the workflow was updated
- Executed Date
- Date the workflow was executed, defined as the date when all signatures are collected, or in the case of no-signature required workflows, when all approvals were collected.
The date reference selection also requires you to set a resolution. This lets you control the granularity of your data like week-to-week, month-on-month, and quarterly/yearly analyses.
You can modify the category for your chart to break down the data you want to view by different types of contract metadata. This can be things like workflow configuration, participants, assignee, owner, workflow name and other workflow attributes that are a part of every workflow, or custom record properties like department, geography, clauses, and even playbooks data.
You can modify the numerical value that is tracked in your charts. Generally, this is the count of workflows matching the filters and category, however, you can also chose to perform sum/median/mean operations on any numerical or monetary data in your instance. For example, charting the sum of total contract value for completed contracts broken down by the counterparties those contracts are with. Process metrics generated by Ironclad, like execution time which is the first process metric launched with Ironclad, can also be selected.