| name | contract-dashboard |
| description | Generates a multi-tab interactive HTML dashboard across a portfolio of contracts — severity counts, renewal timeline, deviation heat map, spend exposure, cancel-by calendar, supplier concentration. Print-friendly tabs. Self-contained. Use when the user says "contract dashboard", "portfolio view", "dashboard for all contracts", "show me everything renewing", "build the contracts dashboard", or wants a CFO/CPO-grade view of the entire contract base, not a single contract.
|
| argument-hint | [--source clm|local-folder|register] [--filter renewals|deviations|all] |
/vallor:contract-dashboard
Purpose
The renewal-tracker tells you what's renewing. The review skills produce
per-contract memos. This skill produces the portfolio view — every active
contract, every deviation, every cancel-by deadline, every dollar of exposure
— in a multi-tab interactive HTML dashboard a CFO, CPO, or GC can walk
through in 5 minutes.
Load context
- Read
~/.claude/plugins/config/vallor/CLAUDE.md.
- Apply the /design skill — monotone palette. Charts use
#1F3A5F bars
on #E5E5E5 gridlines. No pie charts (proportions are tables).
- Source data:
--source clm — pull from the Ironclad / Agiloft MCP. Requires the
CLM integration to be connected.--source local-folder — read the plugin's local register at
~/.claude/plugins/config/vallor/renewal-register.yaml
and the matter folder for review memos.--source register (default) — uses whatever's already in the local
register (the default for in-house users without a CLM connector).
- Build the dataset before rendering. The dashboard is a function of the data;
the data isn't a function of the dashboard.
Ask the user for context (optional but encouraged)
Use the AskUserQuestion tool to scope the dashboard. Portfolio dashboards are easy to overbuild — questions up front prevent rendering five tabs the user did not want.
Up front (before pulling the dataset):
Ask 1-3 short questions when not obvious from the inputs:
- Audience: CFO / CPO / GC / cross-functional ops
- Portfolio scope: all active contracts / single business unit / single category / single vendor
- Focus: renewals timeline / risk concentration / spend exposure / supplier concentration / deviations heat map
- Time window: next 90 days / next 12 months / lifetime portfolio
- Refresh cadence the dashboard needs to support: one-off snapshot / weekly / monthly
Mid-flight (after pulling and shaping the dataset):
After the dataset is built, you will see real gaps. Stop and ask before guessing on:
- Records with missing fields — drop, flag, or backfill from the source
- Severity thresholds for the heat map (the playbook may not have one for this portfolio)
- Whether to roll up subsidiaries / business units or keep them separate
Rules:
- Every question must offer a reasonable default the user can pick to skip ahead.
- Ask follow-ups when answers reveal more depth or a non-default choice.
- Cap a single round at ~3 questions.
- Skip when the user has signaled a fast / default run.
Dashboard structure — five tabs
Tab 1 — Overview
Top section: four big-number cards.
ACTIVE CONTRACTS ANNUAL EXPOSURE CANCEL-BY < 30 DAYS BLOCKING ISSUES
217 $48.2M 3 2
Each card is a 1pt navy rule on the left, near-black number, #5B5B5B label.
Below: three blocks.
- Renewal timeline (90 days): Sparkline-style timeline with markers for
each upcoming cancel-by date. Click a marker to drill into the contract row
in Tab 2.
- Deviation severity distribution: Horizontal bar chart with four bars
(Blocking / High / Medium / Low).
#7B1F1F for the top two, #5A5A2A for
medium, #3A3A3A for low. No pie chart.
- Spend concentration (Pareto): Top-10 counterparties by ACV, bar chart
with cumulative line at 80%.
Tab 2 — Contracts
The portfolio table. Sortable columns, filterable header row.
| Counterparty | Type | Side | ACV | Term | Cancel-by | Renewal | Last review | Severity | Owner |
|---|
| ... | ... | ... | ... | ... | ... | ... | ... | ● ... | ... |
Each row clickable — drills to that contract's contract-report-html if one
exists, or surfaces "no review on file — run /vallor:review."
Tab 3 — Renewals
Calendar view — next 90 days, grouped by week. Each contract appears as a row
under its cancel-by week, with the cancel-by date in bold red if 0-13 days, in
amber if 14-44 days, in near-black if 45-89 days.
Also: a "Renewals at risk" callout — contracts where the cancel-by has passed
without action, or where notice has been given but renewal is still in
play.
Tab 4 — Deviations
The deviation heat map. Rows are clauses (Liability cap, Indemnity, Data
protection, Term, Governing law, etc.); columns are counterparties. Cells
are color-coded by severity. Click a cell to see the deviation detail and
the proposed redline.
Filter bar: show only deviations on the Never-accept list / Currently in
negotiation / Settled.
Tab 5 — Risk register
Cross-contract risk register. Each row is a risk that surfaced in a review:
cybersecurity gaps, unlimited-liability exposure, single-source supplier
dependence, jurisdiction concentration. For each: which contracts contribute,
total exposure, recommended action.
Interactivity
- Tabs switched by vanilla JS (URL hash sync).
- Column sorting, header-row filters, severity badge toggles.
- Cell clicks drill to detail; back button works as expected.
- All charts are Chart.js (loaded via CDN — the only CDN dependency in this
plugin's HTML outputs; the per-contract reports don't need it).
- Keyboard:
1-5 switch tabs.
Tech constraints
- Single HTML file (the data is inlined as a JSON object in a
<script>
block).
- All counterparty names, contract titles, and any other untrusted content
rendered with
textContent. Vendor-provided URLs scheme-checked. No
innerHTML ever.
- Print-friendly:
@media print shows all tabs sequentially, drops the
chart canvases (replaced with the underlying table for accessibility),
hides interactive chrome.
- Works on screens ≥768px. Below that, the dashboard collapses to a single
column with a "this dashboard is designed for tablet and up" notice.
Output
Save to:
~/.claude/plugins/config/vallor/dashboards/<YYYY-MM-DD>-portfolio.html
Decision tree
- Slice by team / business unit — re-run with
--filter to scope.
- Schedule the renewal-watcher agent — keeps the dashboard fresh; surfaces
high-priority items to Slack.
- Export the underlying CSV — for finance / FP&A who want the data flat.
- Stop here — dashboard is saved.
Refresh cadence
The dashboard is a snapshot. The user-facing footer states:
Dashboard built [YYYY-MM-DD HH:MM] · Data as of [last-review date] · Refresh: re-run /vallor:contract-dashboard
If the renewal-watcher agent is scheduled, it can regenerate the dashboard
weekly and post the new URL to the configured Slack channel.
Examples
/vallor:contract-dashboard
/vallor:contract-dashboard --source clm
/vallor:contract-dashboard --filter renewals
