Company Dashboard Overview
Role: Company admins
Scope: Company portal
Purpose
Provide a single operational view of donation totals, participation, and trend data.
Who this is for
Company admins, HR teams, and finance stakeholders monitoring giving outcomes.
Prerequisites
- Onboarding is completed.
- Your company has active data for donations, votes, or employees.
Step-by-step instructions
1. Open Dashboard
Go to Company -> Dashboard.
2. Choose your period filter
Use segmented period filters to switch between all-time and shorter windows.
3. Review KPI cards
Track employee activity, votes, total donations, and participation indicators.
4. Read chart and table sections
Use chart blocks and top lists to identify campaign/topic trends and contributor activity.
5. Jump to detail pages
Navigate to Employees, Campaigns, or other operational pages directly from dashboard context.
What users should expect
- Data refreshes as company activity changes.
- Some chart blocks may appear empty until first relevant transactions are available.
Common issues and troubleshooting
- Empty charts after launch: confirm there are completed periods or donation activity.
- Values look outdated: refresh after recent period changes or payment processing.
Verify success
- Dashboard cards and trend sections load without empty/error state for known activity.
- You can navigate from dashboard context to Employees, Voting Periods, and Payments.