The Dashboard is the main landing page of the Bonterms Platform. It provides a centralized view of your Deals, allowing you to monitor progress, review activity, and quickly take action.
The Deals displayed on your Dashboard depend on your User Type:
- Admins & Supervisors: View all Deals within their Organization
- Users: View Deals they own, as well as any Deals where they are part of the Deal Team, such as an Viewer, Approver, Reviewer or Signer
Quick tips
- Use the Dashboard tabs to organize Deals by status
- Sort any column to quickly find the information you need
- Search by keyword to locate specific Deals
- Apply filters to narrow your results
- Most Deal actions can be performed directly from the Dashboard
Dashboard tabs
The Dashboard organizes Deals (that you have permissions to view or act upon) into the following tabs.
Active
Shows Deals that are currently in progress.
Received
Shows Deals received from another Bonterms Organization.
Done
Shows completed and cancelled Deals.
Archived
Shows Deals you have archived.
Archiving removes a Deal from your active view but does not delete it or archive it for other users.
All
Shows every Deal you have access to, regardless of status.
Drafts
Shows Deal Drafts that have been saved but not yet sent. Admins and Supervisors can update and send any Deal Drafts in their Organization.
Dashboard columns
Each row in the Dashboard represents a Deal.
The available columns include:
- Counterparty – The other party involved in the Deal
- Owned By – The Deal Owner within your Organization
- Status – The current stage of the Deal
- Type – The Standard Agreement used for the Deal (ex - Mutual NDA, Cloud Terms, etc)
- Template – The Deal Template in your Organization used to create the Deal
- Latest Activity – The date and time the Deal was last updated by either party
By default, the Dashboard is sorted by Status - Deals that need to be acted upon next by you or your team will show at the top.
Sort, Search and Filter
Sort
Click any column heading to sort the Dashboard by that column.
Search
Use the Search bar to quickly locate Deals by keyword.
Filters
Click Filters to narrow your results.
You can filter Deals by various categories, suck as Counterparty, Owner, etc, making it easier to focus on the Deals most relevant to you.
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