Meetings Dashboard

The Meetings dashboard provides you with an overview of the status of meetings: how many there are, their current state, how they are distributed by category, the extent to which their agendas and agreements are completed, their attendance levels, and how their number evolves over time.

You will only see data from the companies, centres, sections, and positions you have access to according to your user profile. Two different people may see different figures on the same dashboard, and this is expected.

Key concepts

Before reviewing each element, it is useful to clarify several concepts used throughout the dashboard.

Meeting. This is the unit counted in this dashboard. Each meeting is counted only once, even if it has several attendees, multiple agenda items, or several associated agreements that could multiply the rows internally.

Meeting status. Each meeting has a status. Your organisation may use customised status names, but all correspond to one of these basic statuses:

Basic status	Meaning
Not started	The meeting has not yet begun.
Planned	It is scheduled but has not yet taken place.
Held	The meeting has already been held.
Closed	The meeting has been closed.
Cancelled	The meeting has been cancelled.

Pending meetings. Meetings that have not yet been held, closed, or cancelled (i.e., those that are not started or planned) are considered pending.

Closed agenda items and agreements. Each meeting may have agenda items and agreements. An agenda item or agreement is considered completed when it is closed.

Attendance. Measures how many of those invited actually attended the meetings.

Category. Classifies meetings (for example, committees, talks, etc.). If a meeting has no category, it is grouped as undefined category.

Active meeting. Indicates whether the meeting is marked as active or not, allowing filtering between them.

Active elements. The charts and tables take into account whether the company, centre, section, and position remain active.

Scope permissions. The dashboard only includes meetings from the companies, centres, sections, and positions you have access to.

Chained filters. All filters are applied simultaneously to all charts, cards, and tables.

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	Company, centre, section, and position, hierarchically.
Active meetings	Meetings according to whether they are marked as active or not.
Category	Meetings of a specific category (or those without a defined category).
Tag	Meetings marked with a specific tag.
Date	The time period, according to the meeting date.

Indicator cards

In the central area, a set of cards summarises the main indicators. Each card includes a small trend chart (sparkline).

Meetings

Number of pending meetings (not yet held, closed, or cancelled) compared to the total number of meetings, along with the percentage they represent of the total.

Agendas

Percentage of closed agenda items out of the total agenda items.

Agreements

Percentage of closed agreements out of the total agreements.

Attendance

Percentage of attendance: invitees who attended out of the total invitees.

Donut charts

Meetings by category

Distribution of the number of meetings according to their category.

Meetings by status

Distribution of the number of meetings according to their status.

Table: Meetings by centre

Compares centres and shows, for each, the volume of meetings and their degree of completion.

Column	What it shows	How it is calculated
Centre	The centre to which the meetings belong.	—
Meetings	Number of meetings in the centre.	Count of meetings.
% Meetings	Degree of meetings still pending in the centre.	Meetings not held, closed, or cancelled ÷ total meetings.
% Agenda items	Completion of agenda items.	Closed agenda items ÷ total agenda items.
% Agreements	Completion of agreements.	Closed agreements ÷ total agreements.
% Attendance	Attendance level of the centre.	Invitees who attended ÷ total invitees.

Each percentage column is accompanied by a coloured bar that makes it easy to compare values between centres at a glance.

Evolution chart

Meetings per month

Shows how the number of meetings evolves month by month, according to the meeting date. It represents two series: the accumulated created meetings (which add up from the start of the period) and the meetings created each month.

Frequently asked questions

When is a meeting considered pending?
When it has not yet been held, closed, or cancelled; that is, when it is not started or planned.

Is a meeting with many attendees or agreements counted multiple times?
No. Each meeting is counted only once, regardless of how many attendees, agenda items, or agreements it has.

What date is used in the date filter and in the evolution chart?
The meeting date.

What do the percentages of agenda items, agreements, and attendance mean?
They are degrees of completion: the proportion of closed agenda items, closed agreements, and invitees who attended, respectively.

Does the ”% Meetings” column indicate completed meetings?
No. Despite what it might suggest, that column (and the meetings card) reflect pending meetings (not held, closed, or cancelled) out of the total, not completed ones. The higher the value, the more meetings remain to be held.

I am using the tag filter and not getting the expected results.
The Tag filter in this dashboard may not correctly narrow down meetings in the current version. If you need to reliably locate meetings by tag, use the meetings list in the module.

Why do my figures not match those of a colleague?
The dashboard applies each user’s scope permissions: only meetings from the companies, centres, sections, and positions you have access to are included.