Dashboard

Role: Company Admin
Portal: Actnation company portal
Prerequisites: Company onboarding is complete and you have active employees or donation data.

Purpose

The dashboard gives you a live overview of your company's giving program — participation, donations, and trends — in one place.

How to use your dashboard

1. Go to Company → Dashboard.
2. Use the period filter at the top to switch between All-time, Last voting period, and other time windows.
3. Review the KPI cards for employee activity, votes cast, total donations, and participation rates. Click the ? icon on any card to see exactly how that metric is calculated.
4. The dashboard is divided into three sections:
   • Corporate Giving — voting period results and employee participation data.
   • Gifting — amount distribution across Birthday, Onboarding, and Recognition gifts, plus a recent gifts table.
   • Other — Top Supported Causes and Top Supported Charities (NGOs) side by side.
5. The Gifting section is only visible when the All-time filter is selected.
6. Click the link icon on the Causes or Charities tables to go directly to the Charitable Organizations page.

Sharing a completed voting period

After a voting period closes, if at least one employee voted, a share dialog appears automatically. You can share your company's giving results on social media. Periods with zero votes skip this step.

You can also trigger sharing later from the period's action menu in Voting Periods.

Troubleshooting

Problem	What to do
Charts are empty after launch	Your company needs completed periods or donation activity before charts populate.
Values look outdated	Refresh the page after recent period changes or payment processing.

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