Status Summary widget

The Status Summary widget shows a status-wise distribution of performance records using an interactive pie chart, enabling quick assessment of progress across selected categories. You can filter the view by category, such as Appraisals, Goals, Check‑ins, Corrective Actions, and Grievances, and by timeframe, with options for This Year or Last Year.

The timeframe is derived from the relevant date field for each category.

The chart refreshes automatically when filters are changed, shows the selected category name and total count at the center, and shows status, color, and count in the legend. Hovering over a chart segment reveals the status name and count, and selecting a segment or legend item opens a modal that shows the records contributing to the displayed counts.