Dashboard

Your dashboard is an overview of your company’s activity. You can configure different kinds of filters and the dashboard will refresh. 

• “Switch View” - select “Company Admin” from drop down.

• Select “My Company” logo on the left hand side of the screen.
• Select “Dashboard” logo. 

Filters

• Select the months of activity that you want to see 
• Select the type of giving that you want to display. You can sub-select the module of the types of giving by clicking on the caret on the right 
• Select the offices that you want to display 

General insights 

• the Participation Rate is the average of employees who have been active for the month(s) and the type(s) of giving selected. They are divided by the headcount of enabled employees for each month. 
• The Total Given Hours are the total number of hours that have been given by the active employees for the month(s) and the type(s) of time giving selected.
• The Total Given Amount is the total amount donated by the employees for the month(s) and the type(s) of money giving selected. Matching amounts are not included. 
• The Total Matched Amount is the total amount of dollars matched by the company for the month(s) and the type(s) of money giving selected. 

Evolution Chart 

This chart shows the evolution per month of the amount of time and money, for the month(s) and type(s) of giving selected. Matching amounts are not included. 

The top three’s 

These three charts display the engagement of the business units, employee types and offices. The engagement is measured by the average of the number of contributions upon the headcount of active employees of the business unit/employee types and offices. 

Distributions of contributions 

These pie charts help you understand where the contributions go (or where they come from) across four categories: employee type, office, charity and cause.