This topic will walk you through Ironclad Insights.
If you want to learn more about Ironclad Insights in video format, refer to our Ironclad Insights Workshop.
Ironclad Insights is a contract analytics tool that enables you to visualize, understand, and analyze your contracts and contracting processes in real-time, without needing to export data or rely on data analysts. Insights helps you monitor performance, identify bottlenecks, and predict demand by combining contracting process metrics with the metadata contained in your contracts.
Whether you use a prebuilt or a custom chart, you can drill down to view the chart’s underlying workflows in the Dashboard. You can also export the chart as an image, PDF, or CSV. You can give any user access to Insights, but the reports they see will only include data from workflows/repository records that they have access to.
Filter a Chart
If you are familiar with filtering Ironclad’s Dashboard, you will find the Ironclad Insights filtering process very familiar. The same filtering experience as the Dashboard can be used in Insights to generate reports for specific workflows.
Ironclad Insights shows a maximum of 15 items for a category at a time. This means that you can’t see the data/charts for more than 15 users, workflow configurations, departments, etc. at a time. To view the data for a specific item in your selected category, select the matching filter from the filters dropdown.
For example, if you chart the in-progress workflows and select workflow configuration as the category, to view the data for a workflow configuration that is not in the top 15, you must click the filters dropdown, add a filter, select the workflow configuration, and then select the workflow configuration you want to view the data for.
You can drill down to the list of workflows the chart data is based off of, as a report in the Dashboard. To drill down, you must click on the piece of data in the chart you want to view in more detail. Click View Workflows in Dashboard, and then save the generated view in the Dashboard to view the associated workflows.
You can also view the entire chart as a view in the Dashboard by clicking the three stacked dots icon located in the top right of the chart, and then click View data in dashboard.
Export a Chart
To share the reports and charts generated using Insights with other stakeholders in the organization, you can export the charts in different image formats like JPEG, PNG, and SVG.
You can also export the underlying list of workflows as a CSV.
Share a Chart
You can share a link to a copy of a chart to by clicking on the context menu of a chart in the Charts list and selecting share from the options. This link will create a copy for the recipient. Changes made to this copy will not be linked to the original.
You can use prebuilt Insights charts to answer a variety of contracting reporting questions. The table below provides a list of common questions and the corresponding Insights charts that answer them:
|Prebuilt Insights Chart View
|What are the statuses of my in-progress workflows?
|In-progress workflows broken down by stage
|What are the different types of in-progress workflows?
|In-progress workflows broken down by workflow configuration
|What is the current workload of specific users?
|In-progress workflows broken down by assignee
|What type of work was requested and when?
|All workflows, as a timeseries chart on the created date, by workflow configuration
|What is the status of work requested this quarter?
|All workflows, filtered to quarter to date broken down by stage
|Which workflows took the longest to execute this quarter?
|Executed workflows, filtered to quarter to date, broken down by workflow name, with sum of time to execution on the Y-Axis
|What has been the trend of the average time to execution for different types of workflows?
|Executed workflows, as a timeseries chart on the execution date by workflow configuration, with median of time to execution on Y Axis
|How many different types of workflows did we complete each month?
|Executed workflows, as a timeseries chart on the execution date, by workflow configuration
|How many workflows did each owner execute this quarter?
|Executed workflows, broken down by owner
You can build custom charts using your contract and contracting processes as the framework. There are a variety of actions you can take take to build a custom chart:
- You can change the group by category to any contract metadata in your instance.
- You can use a custom aggregation method on any contract metadata to form the range on the Y-Axis of the chart.
- You can customize the date reference and resolution for Timeseries and Cumulative Timeseries Charts.
- You can filter your charts using all contract data, similar to how you do it on the Dashboard today.
When you build a custom chart, you must choose the type of chart you want to view. To learn more about the different types of charts, refer to Insights Chart Settings Overview.