The KPI Overview page provides a high-level, real-time snapshot of your organization's engagement within the Cooleaf platform for the current calendar month. This page is designed to help you quickly understand key engagement metrics and track progress towards your goals.

If you've collaborated with your Customer Success Manager (CSM) to set specific targets for these metrics, they will be displayed on this page for easy comparison.

Understanding Your Data

Let's break down each of the Key Performance Indicators (KPIs) presented on this page:

Enrollment

• New Enrollments This Month: This number represents the unique count of new users who enrolled in the Cooleaf platform during the current calendar month.
• Target: This is the enrollment rate goal for the current month, established in partnership with your CSM.
• Actual: This figure shows the current enrollment rate, calculated as the percentage of currently active users who are enrolled in the platform (Number of Active & Enrolled Users divided by the Total Number of Active Users).
• Difference: This indicates the percentage point difference between the "Actual" enrollment rate and your "Target" enrollment rate. A positive number means you are exceeding your target, while a negative number shows the gap you need to close.

Giving Recognition

• Recognition Given This Month: This is the total count of unique recognitions issued within the current calendar month. It's important to note that if a single recognition is given to multiple recipients, it is counted as one recognition in this metric (e.g., one recognition to both Sue and Jim counts as 1).
• Target: This represents the target percentage of unique active users who should issue at least one recognition during the current month.
• Actual: This shows the current percentage of active users who have issued at least one recognition in the current month.
• Difference: This is the percentage point difference between the "Actual" percentage of users giving recognition and your "Target" percentage.

Receiving Recognition

• Recognitions Received This Month: This is the total count of recognitions received in the current calendar month. Unlike "Recognition Given," if a single recognition has multiple recipients, each recipient is counted individually (e.g., one recognition to both Sue and Jim counts as 2).
• Target: This is the target percentage of unique active users who should receive at least one recognition during the current month.
• Actual: This shows the current percentage of active users who have received at least one recognition in the current month.
• Difference: This is the percentage point difference between the "Actual" percentage of users receiving recognition and your "Target" percentage.

Sign-ons

• Sign-ons This Month: This represents the total count of unique times users have signed into the Cooleaf platform during the current calendar month.
• Target: This is the target percentage of unique active users who should sign into the platform at least once during the current month.
• Actual: This shows the current percentage of active users who have signed into the platform at least once in the current month.
• Difference: This is the percentage point difference between the "Actual" percentage of users signing in and your "Target" percentage.

Activities Engagement

• Activities Completed This Month: This is the total count of all discretionary activities completed by users within the platform during the current calendar month. This includes actions such as likes, comments, challenge entries, survey responses, sign-ons, recognitions given, posts, and reward redemptions.
• Target: This is the target percentage of unique active users who should complete at least one discretionary activity during the current month.
• Actual: This shows the current percentage of active users who have completed at least one discretionary activity in the current month.
• Difference: This is the percentage point difference between the "Actual" percentage of users engaging in activities and your "Target" percentage.

Redemption

• Items Redeemed This Month: This is the total count of reward items redeemed by users during the current calendar month. For example, if a user redeems three of the same gift card, it will be counted as three redemptions.
• Target: This is the target percentage of unique active users who should complete at least one reward redemption during the current month.
• Actual: This shows the current percentage of active users who have completed at least one redemption in the current month.
• Difference: This is the percentage point difference between the "Actual" percentage of users redeeming items and your "Target" percentage.

Important Considerations:

• Monthly Reset: All data displayed on the KPI Overview page reflects the current calendar month. Therefore, on the first day of each month, the figures will essentially reset to zero.
• Dive Deeper with Trends: Each KPI block includes a "{KPI} Trends »" link. Clicking this link will take you to a dedicated trends page where you can analyze the historical performance of that specific KPI in relation to the targets you've established with your CSM. This allows you to track progress over time and identify key trends.

Filtering Your Data

To further refine the data you see on this page, you can utilize the following filters:

• Date: (Note: This filter is primarily available on the "Trends" pages, allowing you to analyze historical data.)
• Leadership Hierarchy Visibility: (Note: This filter is primarily available on the "Trends" pages, allowing you to view data based on your leadership hierarchy.)
• Structure Tag(s) People Visibility: (Note: This filter is primarily available on the "Trends" pages, allowing you to filter data based on specific structure tags.)

This KPI Overview page is your starting point for understanding and driving engagement within your organization. Regularly reviewing these metrics will enable you to stay informed and take proactive steps to maximize the value of your Cooleaf platform.