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  2. Reporting with Gatekeeper

Quarterly & Other Data Dashboards

The Quarterly Dashboard

Who Qualifies for this: Every Internal Gatekeeper User

Purpose: A Simple Responsibilities Overview - Managed records, Events & Imminent Renewals

Understanding that maintaining a focus on near term renewals and objectives is always going to be a requirement for our customers, the Quarterly Dashboard is designed to provide just this view.



While still providing an overview of all data within the tenant, it highlights Contracts approaching both their Renewal (End) Date and Termination (Notice Period) Date in the coming three months, plus any Events and Risks.

Like with the Executive Dashboard, you can filter the Quarterly Dashboard by All Contracts, Vendors & Events you have access to in Gatekeeper, or just the ones that You Own:


Weekly Reports

For users who want to get the summary information of a Quarterly Dashboard without having to log in to Gatekeeper, we allow them to enable a snapshot of these dashboards to be sent to their inbox once per week:


For users who wish to enable these weekly summary emails, they can be enabled within the User Settings page:


For a full listing of settings, including setting default dashboards, please see our Knowledge Base Article.

Teams, Categories & Entities Dashboards

For users who can view all contracts within a particular Category/Team/Entity, Gatekeeper will present a Dashboard view akin to the Executive Dashboard when opening up one of the records

💡 If a user can only see some of the contracts linked to a Category/Team/Entity, they will not see a Dashboard tab when opening one of these records

For these users, the landing page will be the Data tab

Teams, Categories & Entities provide additional ways to slice and dice your data.

Analysing at a Category level is great to understand your supplier base and identify any duplication and where cost savings can be made.

Teams are a natural way to analyse data across the core functions of your business such as IT, HR and Legal.

Entities are a way to track the different obligations & budgets of your organisation when operating in different sectors/jurisdictions/countries


Teams Example:


Category Example


Visualising your data is a great way to understand it and we hope all of the reporting mechanisms above support you on your journey to better contract management with Gatekeeper!