contract-dashboard

Generates a multi-tab interactive HTML dashboard summarizing an entire contract portfolio.

4|2|Updated May 13, 2026
One-click install
npx skills add https://github.com/BoardAI/vallor-plugins --skill contract-dashboard-boardai
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: contract-dashboard
Source: https://github.com/BoardAI/vallor-plugins/tree/main/vallor/skills/contract-dashboard
Command: npx skills add https://github.com/BoardAI/vallor-plugins --skill contract-dashboard-boardai

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Legal and procurement teams lack a single portfolio-level view of their contracts — renewals, deviations, spend exposure, and risk are scattered across individual reviews and registers, making it hard for a CFO, CPO, or GC to assess the whole contract base quickly. ## Core Features & Use Cases - Five-tab portfolio dashboard: Overview with big-number cards, a sortable contracts table, a 90-day renewals calendar, a clause-by-counterparty deviation heat map, and a cross-contract risk register. - Flexible data sourcing: Pull from a CLM integration (Ironclad/Agiloft MCP), a local renewal register, or matter folders, with scoping questions for audience, focus, and time window. - Self-contained output: A single HTML file with inlined JSON data, Chart.js visualizations, print-friendly styles, and drill-down links to per-contract review reports. - Use Case: A GC asks for everything renewing in the next quarter plus all blocking deviations; the skill builds the dataset from the local register and outputs a dashboard the GC can filter, sort, and print for a board meeting. ## Quick Start Ask the assistant to build a contract portfolio dashboard from your local renewal register showing renewals, deviations, and spend exposure for the next 90 days.

Frequently Asked Questions about contract-dashboard

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I build a dashboard for all my contracts at once?

Run the contract-dashboard skill, which aggregates every active contract from your CLM integration or local renewal register into a five-tab HTML dashboard covering overview metrics, contracts, renewals, deviations, and risks.

What data sources can a contract portfolio dashboard use?

The dashboard supports three sources: a CLM integration such as Ironclad or Agiloft via MCP, a local renewal register YAML file with matter folders, or the default register for in-house users without a CLM connector.

Can I filter the contract dashboard to only show renewals?

Yes, pass the --filter flag with values like renewals, deviations, or all to scope the dashboard. You can also scope by business unit, category, vendor, or time window when prompted.

Does the contract dashboard work without a CLM system?

Yes, the default register source reads the plugin's local renewal-register.yaml and review memos, so no CLM connection is required. The CLM source is only needed if you want live data from Ironclad or Agiloft.

How is the contract dashboard kept up to date?

The dashboard is a snapshot stamped with its build date and data-as-of date. Re-run the skill to refresh it, or schedule the renewal-watcher agent to regenerate it weekly and post the link to Slack.