Visibility across all supplier contracts and key contract data in a single dashboard.

The contracts dashboard on Canopy collect provides a single location to view and manage all contracts across all suppliers.

All contracts added across all suppliers are visible in the Contracts dashboard.

Contracts are sorted by renewal date.

Click to download the contract document

The dashboard comes pre-loaded with contract data points selected by Canopy.

Use the column picker to customise your dashboard with Canopy default or custom contract data points.

Click a contract row to access the full contract information on the supplier's profile.

Filter by the Renewal Date, Contract Status or End Date
Use the "+ Filters" button to filter by any contract data point, including custom ones created by your business.

To add individual contracts:

Please go to the supplier's profile, supplier data menu option and contracts group.
Click "add contract" to add a new contract

To add contract documents in bulk:

Click the "Import Contracts" button to access the document import and import your contracts in bulk.

To add contract data points in bulk (e.g renewal date, contract type etc)

Permissions

Contracts Dashboard