Standard and Use Case Dashboards Overview
We have developed a new Dashboard suite to help you get a complete view of your customer engagement efforts. By providing data-driven insights, you are empowered to optimize your strategies and achieve success.
In the two sections below, we will provide a brief description of what each Dashboard offers.
In this article:
Standard Dashboards
Standard Dashboards cover a wide range of metrics. Each Dashboard is comprised of a series of tiles (bar charts, tables, pie charts, etc.) containing metrics that fall under the category of the given Dashboard.
- Overview: Obtain a high-level view of key metrics, including member engagement, challenge completions, logins, and unsubscribe rates.
- Members: Monitor member activity levels and engagement profiles to identify your most dedicated Members and assess their impact on your platform.
- Communication: Analyze the effectiveness of your email campaigns, including open and click rates, challenge digest engagement, and unsubscribe counts.
- Member Retention: Analyze weekly member retention rates and cohort behaviour, and understand the reasons for churn.
- Budget: Manage your reward budget, monitor points earned and redeemed, and track the redemption rate and leaderboard.
- ROI: Measure the return on investment generated by acts of advocacy and identify the highest value channels, challenges, and members.
- Challenges: Track challenge completions, identify the most impactful challenges and channels and monitor trends over time.
- Content Sections: Gain insights into content performance, including page views, likes, and replies across sections, categories, and pages.
- Discussions: Monitor discussion trends, member engagement, topic metrics, and the most popular topics and contributors.
Use Case Dashboards
Use Case Dashboards provide a standard set of metrics that help you understand your Program's performance in a specific Use Case. You will find the following details (as seen in the screenshot below):
- Acts of Advocacy Completed: The number of Acts of Advocacy completed in the specified time period
- Total Use Case ROI: This value is based on your configured ROI values for each Act of Advocacy)
- Acts of Advocacy Contributing to Use Case: How many occurrences of this Use Case's AoAs were there in the specified time period
- Act of Advocacy Value Earned & Spent: A comparison of the dollars spent vs ROI achieved per Act of Advocacy based on the ratio of $0.03/point
- Challenges with the Advocacy Type: When a Challenge Stage that has one of the applicable AoAs assigned is completed, it will appear here.
- Top 10 Members Contributing to this Use Case: Members are listed in order of their contribution to this Use Case during the specified time period.
Below are brief descriptions of each Use Case Dashboard:
- Community Participation: Measure the impact of community participation activities on your program, track challenge completions, and view top contributors. Acts of Advocacy included: Posted a New Discussion Topic, Reply to Discussion Topic, Participate in an External Community, Fun, Recruit an advocate, Give Community Feedback.
- Cross-sell / Upsell: Measure the impact of cross-sell and upsell activities and identify top members engaging in them. Acts of Advocacy included: Generate an Upsell Lead, Generated a Cross-Sell Lead.
- Event Participation: Measure the impact of event participation activities and identify top members engaging in these activities. Acts of Advocacy included: Attend an Event, Speak at an Event, Host a webinar, Attend a webinar.
- Online Reviews: Measure the impact of online reviews, track challenge completions, and identify top contributors. Acts of Advocacy included: Submit an online review.
- Peer Networking: Measure the impact of peer networking activities and identify top members engaging in these activities. Acts of Advocacy included: Support other customers.
- Peer Support: Measure the impact of peer support activities and identify top members offering support. Acts of Advocacy included: Posted a New Discussion Topic, Respond to Discussion Topic, Participate in an External Community
- Product Feedback and Adoption: Measure the impact of product feedback and adoption activities and track challenge completions and top contributors. Acts of Advocacy included: Complete a survey, Persona Development, NetPromoter Score (NPS) / Collect NPS, Customer Satisfaction (CSAT), Give Company Feedback
- Profile Data Collection and Feedback: Measure the impact of data collection and feedback activities and track challenge completions and top contributors. Acts of Advocacy included:
- References: Measure the impact of customer references, track challenge completions, and identify top members driving this use case. Acts of Advocacy included: Join a Reference Call.
- Referrals: Measure the impact of referral activities and related challenges while tracking the performance of referral campaigns and top referrers. Acts of Advocacy included: Made an Introduction to a Prospect, Generate an MQL, Submit a Referral, Social Referral - Facebook/LinkedIn/Twitter.
- Social Sharing: Measure the impact of social sharing activities and identify top-performing social influencers and content. Acts of Advocacy included: Follow account on Facebook/LinkedIn/Twitter, Social post - LinkedIn/Facebook/Twitter, Social Media - Other.
- Training & Education: Measure the impact of training and education activities and identify top members engaging in them. Acts of Advocacy included: Complete Onboarding, Complete Product Training, Consume Educational Content, and Complete Educational Certification.
- User-Generated Content: Measure the impact of user-generated content activities and identify top contributors. Acts of Advocacy included: Contribute to a Case Study, Contribute to an eBook, Contribute to a Blog Post, Give a testimonial.