Skip to main content
Dashboards turn your contract and flow data into charts you can check at a glance - for example, how many active contracts you have of each type, or how many tasks are pending in each flow. Each dashboard is made of widgets, and each widget is one chart, number, or table.

​
Getting Started

Click Dashboards in the left sidebar. The list has three tabs: My dashboards, Shared with me, and All.

​
Create a dashboard

Click New dashboard. Chamelio creates an empty dashboard straight away and opens it.
  • Click the title (New Dashboard) to rename it.
  • Click Add description to explain what the dashboard is for.
  • Click the star to add it to your favorites.

​
Add a widget

1

Choose what to measure

Click Create Widget, then choose Contracts or Flows. This sets the data the widget is built from, and the options in the next step.
2

Choose a chart type

Pick Bar, Pie, Number, or Table. You can switch between them at any time - the Preview updates as you go.
3

Set up the data

Fill in the fields for your data source - see Contract widgets and Flow widgets below.
4

Add it

Check the Preview, then click Add widget.
New widgets are named New Widget. To give it a clear name, open the widget’s ⋮ menu, select Edit widget, click the name at the top of the panel, type a new one, and click Save widget.

​
Contract widgets

New Widget panel for Contracts, showing a bar chart of contracts by document type with a value table below
  • Slice - which contracts to include: All Contracts, or By Document Type to focus on one type.
  • Column - the field to count by, such as Document Type, Active, Uploaded By, or Created At.
  • Filters - narrow the contracts by a field, such as End Date, Contract Value, Counter Party Name, Auto Renewal, or Active. Use Add from Attributes for other fields. Each filter shows as a chip - click × on it to remove it, or Clear Filters to remove them all.
For example, to chart active contracts by type: choose Bar, keep All Contracts, set Column to Document Type, and add the filter Active = Active.

​
Flow widgets

New Widget panel for Flows, showing Number of Tasks grouped by Status and segmented by Step Type as a stacked bar chart
  • Measure - what to calculate: Number of Tasks, Avg Time to Completion, Median Time to Completion, Total Time Spent, Completion Rate, Approvals, Rejections, or Negotiation.
  • Group by - how to split the results, such as Workflow, Assignee, Owner, Status, Step Type, or Date.
  • Segmented by (optional) - split each group again, for example by Step Type, to show stacked bars. Available after you choose a Group by.
  • Time range - Last week, Last month, Last 3 months (the default), Last 6 months, Last year, or All time.
  • Filters - narrow the tasks, for example by Flow, Assignee, Priority, Status, or Days in Step.
For example, to see where tasks are stuck: choose Bar, set Measure to Number of Tasks, and Group by to Status.

​
Arrange and manage widgets

  • Click Edit layout to rearrange widgets by dragging their handle. Click Finish editing when you’re done.
  • Use a widget’s ⋮ menu to Edit widget, Export widget, or Delete widget.

​
Share a dashboard

New dashboards are private. To share one, open the dashboard’s ⋮ menu, select Share, choose who has access under Dashboard access, and click Save:
  • Private - only Chamelio admins and the dashboard owner can view and edit it.
  • Organization - available to your organization. Members with the Viewer role don’t get access automatically - add them to share it with them.
  • Shared - only the people you add can view it, and eligible users can also edit.
The same ⋮ menu has Add to favorites, Export dashboard, and Delete Dashboard.

​
Show a widget on your Home page

Your Home page shows widgets too. To show a widget from one of your dashboards there, open the Home widget’s ⋮ menu, select Add from dashboard, choose a dashboard, then choose the widget.