Visual agreement timeline in Agreement Manager (key dates, notice periods, renewals, custom milestones)

When I open or select an agreement in Agreement Manager, the dates I need are spread across separate fields. The panel doesn’t show them together in order. I’d like a visual timeline of the agreement’s key dates right where I’m already looking at that agreement.

Where it would appear (any of these would work):

1. Agreement details page: a new “Timeline” tab next to the existing details/fields
2. Info timeline (ⓘ) side panel: a compact timeline section, so I don’t have to open the full details page (mouseover for example)
3. Insights panel when an agreement is selected: a timeline card alongside the AI-extracted insights

Proposal: add a Timeline view on each agreement, plus a portfolio-level version, that shows:

• Start / effective date
• End / expiration date
• Notice deadline: worked out from the expiration date and the notice period
• Auto-renewal: whether it renews automatically, the renewal date, the renewal term and the next projected term
• Notifications / reminders: shown as markers you can add or edit directly on the timeline
• Additional dates: payment obligations, price reviews, option dates, amendments and any other custom date fields
• A “today” marker, with the time left until the next deadline

  
  Nice to have:

• Click a date to jump to the clause it came from in the document

• Set a reminder from the timeline itself, relative to any date on it (e.g. 60 days before the notice deadline
  
  Benefit: you see the agreement’s whole lifecycle at a glance, without leaving the agreement, so notice periods and auto-renewals don’t get missed.

Portfolio view: timelines for all agreements (Insights / Reports / Dashboard)

Besides the timeline on each agreement, give us an overview of all agreements’ timelines at once:

• Insights tab / dashboard widget: a Gantt-style view with one row per agreement, showing start → end, notice deadlines, renewal dates and notifications
• Filters and grouping: by agreement type, counterparty, owner, agreement set, renewal type (auto/manual) and status (Active, Expiring Soon, Renewing Soon)
• Time windows: next 30/60/90 days, this quarter, this year, plus a “today” line
• Highlights: notice deadlines coming up soon, agreements that renew automatically, and agreements with no notification set
• Calendar view as an alternative to the Gantt layout
• Export: to Excel/PDF, and as a scheduled report emailed to owners
• Click-through: from a row or date straight to that agreement’s Timeline tab

Benefit: legal, procurement and finance can see at a glance what’s coming up across the whole portfolio, without building their own spreadsheet of dates.