Portfolio Intelligence at a Glance
Dashboards for your entire contract portfolio: risk exposure, renewal pipelines, vendor concentration, and obligation health—and, for finance, a forward view of what the contracts commit you to and when. Commitments by date come from the clauses. The escalator register carries every uplift, its cap, and its annualised effect. Not one of those numbers is stored or typed.
A single view of your contract portfolio health
Key metrics at a glance: total active contracts, upcoming renewals, overdue obligations, pending reviews, and exception queue backlog. No more digging through spreadsheets—see what matters in one place.
- Portfolio KPI band: active contracts, exposure, deadlines
- Upcoming renewal and termination timeline
- Overdue obligation tracking
- Review queue depth and velocity
- Exception queue backlog trends
Analytics that drive decisions
From portfolio-level KPIs to vendor drill-downs to the forward cash view—everything you need to manage contract risk, renewals, and what the paper commits you to.
Portfolio Overview
Total contracts, obligations, and actions at a glance. KPI band, renewal funnel, and exception trends in one dashboard.
Renewal Pipeline
Visualize upcoming renewals by quarter with value exposure. See what's due when and prioritize by impact.
Vendor Exposure
Concentration analysis across your vendor portfolio. Spot over-reliance and diversification opportunities.
Obligation Health
Distribution of obligations by status, type, and confidence. Identify low-confidence items needing review.
Team Performance
Review velocity, resolution times, and action completion rates. See who's on track and where bottlenecks form.
Export & Reporting
CSV export for board reporting and compliance—see pricing for plan tiers. Pull any view into your existing workflows.
Commitments by Date
A forward view of what the contracts commit you to, and when: dated monetary obligations by role and responsible party, escalator steps, termination fees, and decisions due. Read from clauses, never from invoices—this application holds none.
Escalator Register
Every uplift, its cap, and its annualised effect against the base you are actually paying. The margin is read from the clause text even when the extractor reports plain CPI—the difference between CPI and CPI+3% is the whole exposure.
Derived, Never Stored
No count, total, or annual effect on these screens is stored or typed. Where no index print is configured or answered, the row says unconfirmed and contributes nothing—an empty cell beats a plausible number with nothing behind it.
Numbers you can defend in a board deck
A portfolio total is only useful if you can stand behind it. ClauseMinds gates what enters an aggregate: values that did not parse cleanly hit a ceiling instead of inflating exposure, contract families that carry no money contribute $0 by design, and junk counterparty names are kept out of vendor rankings. Excluded data is counted, not hidden—the dashboard tells you what it left out and why.
- Parsed-value ceilings stop a mis-read number from distorting exposure
- Non-monetary contract families—like NDAs—contribute $0, never a guessed value
- Junk counterparty names are excluded from vendor rankings
- Every exclusion is counted and visible, so you know what the total does not include
Counted exposure
$4.2M
38 contracts with parse-verified values
Excluded — counted, not hidden
- 3 values failed parsing → capped and flagged for review
- 12 NDAs → non-monetary family, contribute $0
- 2 junk counterparty names → left out of rankings
Drill into any vendor—contracts, obligations, and patterns
See all contracts for a vendor, their obligations, upcoming deadlines, and historical review patterns. Cross-reference with governing truth to ensure you're working from the right terms.
- All contracts and obligations per vendor
- Upcoming deadlines and renewal dates
- Historical review and acceptance patterns
- Governing truth cross-reference
- Master Agreement2 renewals
- SLA Addendum1 renewals1 overdue
- NDA0 renewals
See your portfolio clearly
Renewal pipelines, vendor concentration, obligation health, commitments by date, and an escalator register with its annualised effect—every figure computed in front of you from the clause it came from.