Shareholdings Dashboard
The Participations dashboard provides you with an overview of the improvement proposals and participations registered in your organisation: how many there are, their status, how they are distributed by category and centre, and how they evolve over time among those created, approved, and closed.
You will only see data from the companies, centres, and sections to which you have access according to your user profile. Two different people may see different figures on the same dashboard, and this is expected.
Key concepts
Section titled “Key concepts”Before reviewing each element, it is useful to clarify several concepts used throughout the dashboard.
Participation. The unit of measurement is the participation (the proposal or suggestion registered by a person). Each participation is counted only once, even if it has several tags or associated data.
Participation statuses. Each participation has a status:
| Status | Meaning |
|---|---|
| Pending review | Newly registered, awaiting review. |
| In progress | Being processed. |
| Approved | Reviewed and approved. |
| Closed | Completed. |
| Cancelled | Discarded. |
Category. Each participation can be classified into a category configurable by the organisation. Participations without a category are grouped under “Undefined”.
Relevant dates. A participation has three key dates: the creation date, the approval date, and the closing date. The evolution charts compare these three to show the journey from creation to resolution.
Only active elements. The dashboard shows participations from active structural elements (company, centre, section, position).
Scope permissions. The dashboard only includes participations from the companies, centres, and sections to which you have access. Therefore, two users with different permissions may see different figures.
Chained filters. All filters apply simultaneously to all charts, cards, and tables. If you select a centre and a category, everything you see on screen recalculates only with those participations.
Filters
Section titled “Filters”On the left side, you will find the filters. Most allow multiple selections and include a search function.
| Filter | What it allows you to narrow down |
|---|---|
| Scope | The organisational structure, in a tree form: company → centre → section → position. Only active elements are shown. |
| Category | Participations from specific categories. |
| Tag | Participations marked with specific tags. |
| Date | The time period, according to the creation date of the participation. |
Indicator card
Section titled “Indicator card”Participations
Section titled “Participations”Shows how many participations remain open versus the total for the selected period and filters:
- Main value: open participations, that is, those not approved, closed, or cancelled (in practice, pending review and in progress).
- Reference value: total number of participations.
- Percentage: what proportion of the total remains open.
Donut charts
Section titled “Donut charts”Participations by category
Section titled “Participations by category”Distributes participations according to their category. Each segment indicates the number of participations and the percentage of the total. Useful to see which types of proposals are most frequent.
Participations by status
Section titled “Participations by status”Distributes participations according to their current status (pending review, in progress, approved, closed, cancelled). Allows you to see at a glance how much participation remains pending and how much is already resolved.
Temporal evolution charts
Section titled “Temporal evolution charts”The two charts show how participations evolve month by month, comparing three series: those created (by creation date), approved (by approval date), and closed (by closing date). Only months up to the current month are shown; future data is not projected.
Participations per month (cumulative)
Section titled “Participations per month (cumulative)”Shows, for each month, the cumulative total from the start of the period of participations created, approved, and closed. The gap between the created line and the approved/closed lines reflects the work pending resolution.
Participations per month
Section titled “Participations per month”Shows the same but month by month, non-cumulative: how many participations were created, approved, and closed each month. Useful to detect activity peaks or periods when the resolution rate slowed.
Table: Participations by centre
Section titled “Table: Participations by centre”Lists the work centres with their participations.
| Column | What it shows | How it is calculated |
|---|---|---|
| Centre | The name of the work centre. | — |
| Participations | Number of participations in the centre. | Count of unique participations. |
| % Completed | Percentage of participations already processed in the centre. | Participations approved, closed, or cancelled divided by the total for the centre. Accompanied by a progress bar. |
The table is interactive: you can select one or more rows to filter the rest of the dashboard to those centres.
Frequently asked questions
Section titled “Frequently asked questions”What counts as an “open” participation?
Those not approved, closed, or cancelled: in practice, those pending review or in progress. These still require management.
Why does a cancelled participation count in the ”% Completed”?
Because that percentage measures what has already been processed, that is, what has exited the workflow: it includes approved, closed, and cancelled participations. A cancelled one no longer requires management, so it is considered processed.
Why does the sum in a chart not match the total card?
Check the active filters. Each panel responds to all filters simultaneously, including clicks made on other charts or the table.
Why do my figures not match those of a colleague?
The dashboard applies each user’s scope permissions: only participations from the companies, centres, or sections you have access to are included. Two users with different permissions will see different figures.
Why don’t I see participations from future months?
The evolution charts only show data up to the current month; future dates are not projected on the timeline.