> **Source:** https://knowledge.leegality.com/deal-collaboration/Obligations/obligations-dashboard
> **Site:** Leegality Knowledge Base — https://knowledge.leegality.com
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---
# Obligations Dashboard

> The Obligations Dashboard shows how your obligations and their tasks are tracking across all your contracts. Use it to see where things stand. When you need the

The Obligations Dashboard shows how your obligations and their tasks are tracking across all your contracts. Use it to see where things stand. When you need the full list, or need to act on an obligation, go to [Manage](https://knowledge.leegality.com/deal-collaboration/Obligations/manage-obligations).

![Obligations Dashboard](https://knowledge.leegality.com/img/DC_Obligations_Dashboard.png)

<!-- ARCADE · P1 · Reading the dashboard
     Show: the period selector, the four summary tiles, the trend chart, and the By Priority / By Category breakdowns.
     Call out: changing the period moves only Completed, Expired and the trend — the other panels stay put.
-->

## What Each Part Shows

1. **Active with Due Date**: The number of active obligations that have a due date, across all your contracts. Obligations without a due date are not counted here, so a low number can mean due dates are missing rather than that there is little to do.

2. **My Active Obligations**: The number of active obligations assigned to you. Use this to see your own workload without filtering the full list.

3. **View obligations**: Opens the full list in [Manage](https://knowledge.leegality.com/deal-collaboration/Obligations/manage-obligations).

4. **Period selector**: Sets the reporting window. Choose **30D**, **3M**, **6M** or **1Y**, or set your own dates with **Custom range**.

> **Info — Note**
>
> The period does not change the whole dashboard. It applies only to the **Completed** and **Expired** counts and to the trend chart. The two counts in the banner always show today's position, and the priority, category and task counts always cover all time.

5. **Completed**: Obligations marked as met during the selected period. Selecting this tile also draws its figures on the trend chart below. Click **View** to open these obligations in [Manage](https://knowledge.leegality.com/deal-collaboration/Obligations/manage-obligations).

6. **Expired**: Obligations marked as no longer applicable during the selected period. Expired is something a person sets. It does not happen on its own when a contract reaches its end date. Selecting this tile draws its figures on the trend chart instead. Click **View** to open these obligations in [Manage](https://knowledge.leegality.com/deal-collaboration/Obligations/manage-obligations).

7. **Trend chart**: Plots the selected tile month by month across the period, so you can see whether closure is keeping pace. If there is nothing to show, it reads *No data for this period*.

8. **By Priority**: Splits your obligations into Critical, High, Medium and Low. The four always appear in that order, and a priority with nothing against it shows as zero rather than disappearing, so the shape of the split stays readable. Click a bar to open those obligations in [Manage](https://knowledge.leegality.com/deal-collaboration/Obligations/manage-obligations).

9. **By Category**: Splits your obligations by [category](https://knowledge.leegality.com/deal-collaboration/Obligations/Settings/obligation-categories). Only the five largest categories appear on their own. Everything else is grouped into **Others**, which keeps the breakdown legible when you have many categories. Click a bar to open those obligations in [Manage](https://knowledge.leegality.com/deal-collaboration/Obligations/manage-obligations). **Others** is a grouping rather than a real category, so it cannot be opened.

10. **Obligation Tasks**: Four counts covering the tasks your obligations have generated.
    - **Ongoing**: created and waiting for action.
    - **Breached**: not completed within the turnaround time.
    - **Resolved**: completed.
    - **Task Conflicts**: obligations that need attention because their due date or task setup can no longer be trusted. See [Conflicts](https://knowledge.leegality.com/deal-collaboration/Obligations/obligations-overview#conflicts).

    Ongoing, Breached and Resolved count individual tasks. Task Conflicts counts obligations, so an obligation with several conflicts is counted once. Each count has a **View** link that opens the matching items in [Manage](https://knowledge.leegality.com/deal-collaboration/Obligations/manage-obligations).

11. **Export**: Downloads the dashboard as an Excel workbook. It contains a single **Overview** sheet with the summary in sections, covering active obligations, completed and expired, tasks, priority and category.

<!-- ARCADE · P1 · Tile to pre-filtered list
     Show: clicking View on the Expired tile, landing on Manage already filtered to Expired, then going back and clicking a priority bar.
     Call out: this behaviour is invisible in prose — the Arcade is the only way to convey it.
-->

<!-- ARCADE · P3 · Export the dashboard report
     Show: the Export button and the resulting Excel Overview sheet.
-->

> **Info — Note**
>
> If your access is limited to the documents assigned to you, every number on this page counts only those documents, matching what you see everywhere else in the module.

## Related Pages

- [What is an Obligation?](https://knowledge.leegality.com/deal-collaboration/Obligations/obligations-overview)
- [Managing Obligations](https://knowledge.leegality.com/deal-collaboration/Obligations/manage-obligations)
- [Adding an Obligation](https://knowledge.leegality.com/deal-collaboration/Obligations/add-obligation)

<!-- ==================== POC REVIEW NOTES (not rendered) ====================
Verified against the backend dashboard statistics controller/serializer
(obligation/controllers/statistics.py, serializers/statistics.py,
constants/statistics.py) and the frontend slice
(slices/obligations-dashboard/, incl. mapper/dashboard-mappers.js and
mapper/dashboard-nav-filters.js).

RESTRUCTURED (2026-09-13) to match the KB's dashboard pattern, following
sign-station/getting-started/dashboard-overview.md: a screenshot, then a walk
through each region of the screen.
- Nine headings became two. The page previously gave a separate H2 to each
  panel, several of which carried only a sentence or two.
- Panels are now one numbered list keyed to callouts on the screenshot, so a
  reader can match a number on the image to its explanation instead of hunting
  through headings.
- Tables removed. Every table on this page held two columns of short text,
  which reads as a list without the overhead.
- Each entry now says what the panel helps you do, not only what it counts.
  For example, Active with Due Date notes that a low number can mean missing
  due dates rather than little work.
- Tone pass applied at the same time: em dashes removed, sentences split,
  second person throughout, plain admonition titles.

ACTION NEEDED ON THE SCREENSHOT: static/img/DC_Obligations_Dashboard.png needs
numbered callouts 1-11 added. Order and pixel coordinates are in the comment
above the list, taken from the current screenshot itself.

OPEN QUESTIONS (unchanged):
1. PERIOD SELECTOR LABELS - ANSWERED by the screenshot. The buttons read
   30D, 3M, 6M, 1Y and Custom range, with 3M shown selected. Documented.
2. TILE SELECTION FOR THE TREND - ANSWERED by the screenshot. The Completed
   tile carries a selected border and the trend below shows its series, so the
   tiles act as the toggle. Documented in items 6 to 8.
3. MY ACTIVE OBLIGATIONS. Sourced separately from the statistics endpoint (a
   filtered obligations search for status=ACTIVE + assignee=current user), so
   it is a live count rather than part of the dashboard aggregate. Confirm the
   tile subtitle wording ("Assigned to me") renders as documented.
4. BREAKDOWN SCOPE. The backend states the date window applies to the
   Completed/Expired tiles and the trend series only, so the note under item 1
   says the other panels ignore it. Worth confirming with the POC that this is
   intended product behaviour and not a bug. It is surprising, and an earlier
   version of this page assumed the opposite.
5. EXPORT SHEET COUNT. The export controller docstring says "two-sheet xlsx
   workbook" but the code creates and titles only one sheet ("Overview").
   Item 10 documents one sheet. Confirm whether a second is planned.
6. EXPORT VS DOWNLOAD REPORT. The screenshot shows the button labelled
   "Export", and this page now follows it. The frontend translations define
   DOWNLOAD_REPORT as "Download report", and the feature spec describes a
   "Download report" button opening a modal with Download Entire Report and
   Download Filtered Report. The screenshot shows no such modal and a single
   Export button. Either the screenshot predates that work or the spec was not
   built as written. Confirm which label ships, and whether the two download
   options exist. The same question applies to the Processing Hub page, which
   documents "Download report" with both options.
========================================================================== -->