Note: This article only applies to your community if your Firstup contract includes this functionality. Please contact your Customer Success Manager with any questions about feature availability for your community.

This report summary provides a high-level view of metrics from campaigns, initiatives, and your community as a centralized dashboard view. 

The Executive Summary Dashboard allows you to compare metrics, such as engagement data, with previous months. Additional filters let you focus on specific data sets, such as viewing and comparing campaign engagement data by user departments. 

Filters

• Time Range - Select the time range for the main dashboard report. The End date shows the dashboard metrics from that time period. The Start date shows comparison data from that time range in selected reports. For example, Time Range: January 2025 vs. November 2024 shows metrics for January 2025 and a percentage increase/decrease compared to November 2024. 
• Audience - Filter the data by a selected audience. 
• Topic - Filter the data by a selected topic.  
• User Department - Filter the data by a selected user department. A user's department is a user attribute that you provide via SFTP, SSO, or API. Filter results may be affected if this data has not been set up. 

Report Tabs

• Campaigns
• Initiatives 
• Community

Campaigns

This tab shows you user engagement data from all campaigns within the selected time range. Additional filters allow you to narrow down this data to specific cohorts. 

This tab shows data from your member experience, both web and mobile. 

Effectiveness 

This section highlights how your users respond to your overall communication strategy by showing user engagement with your campaigns, initiatives, or community, based on the selected tab. 

Content Engagement

The percentage of unique reached users who engaged with campaigns from the selected End date time range.

The comparison metric shows the percentage increase/decrease compared to the selected Start date time range. This example shows that engagement in the current time range (the selected End date time range) is up by 16% compared to the Start date time range.

An engagement metric is liking a post, commenting on a post, replying to a comment, bookmarking a post, sharing a post, clicking on an embedded link or post within a post, playing a video within a post, and downloading attachments. 

Required Actions 

The total number of users with a required action attached to campaigns within the selected End date time range.

The comparison metric shows the percentage increase/decrease compared to the selected Start date time range. This example shows that the number of users with required actions in the current time range (the selected End date time range) is up by 142% compared to the Start date time range.

Required actions can be, for example, a campaign acknowledgment requirement or responding to a poll. 

Readership

The total number of unique users who took voluntary actions with your campaign articles. A readership action is, for example, opening a campaign, watching a video, clicking on embedded links, etc. 

The comparison metric shows the percentage increase/decrease compared to the selected Start date time range. This example shows that the number of users with voluntary actions in the current time range (the selected End date time range) is down by 10% compared to the Start date time range.

 

Engagement Funnel

A conceptual framework to help visualize a member's journey engaging with your content. This data can help highlight potential barriers or friction points by reviewing how many targeted users are not reached and how many reached users are engaging. 

This data is from the End date time range only and is not compared to the Start date time range. For example, if you have Time Range: January 2025 vs. November 2024, the data shown is for January 2025.  

Employee Comment Sentiment

This AI-powered report looks at your member comments and arranges them into positive, neutral and negative sentiments. 

This data requires you to opt in. Contact your Firstup contact for further information on how to opt in. 

This data is from the selected End date time range only and is not compared to the Start date time range. For example, if you have Time Range: January 2025 vs. November 2024, the data shown is for January 2025.

Reach

These reports take a look at your campaign and publishing data and how successful these communications are in reaching your targeted audiences. 

Published Campaigns 

Campaigns published to your community within the selected End date time range. The comparison metric shows the percentage increase/decrease compared to the selected Start date time range. 

Publishers

Users who published content to your community within the selected End date time range. The comparison stats show the percentage increase/decrease compared to the Start date time range selected. 

Total Targeted Users

The total number of unique users targeted within the selected End date time range. The comparison stats show the percentage increase/decrease compared to the selected Start date time range. 

Reached Users

The total number of unique users reached within the selected End date time range. The comparison stats show the percentage increase/decrease compared to the selected Start date time range. 

A reached user is a member of your community who has previewed your content or opened a campaign email.  

Open Rates

The percentage of open rates from targeted users in specific audiences. You can view this data by the highest-performing audiences (audiences with the highest percentage of open rates to targeted users), lowest-performing audiences, the largest audience trends, or the highest-performing delivery methods. 

New Campaigns

A percentage look at how new campaigns have performed compared to all campaigns from the previous 24 months. New campaigns are all campaigns within the selected End date time range. 

Initiatives 

This tab only shows data from a single selected initiative from the Initiative filter combined with the date range filter. 

For example, selecting a single initiative called Fire Safety Training will show data for that particular initiative within the selected End date time range. Compare this data to previous initiatives from the selected Start date time range. 

Initiative Start Date

The start date of the selected initiative from the initiatives tab.

This start date may not align to your selected time range data. The data displayed is campaign data from your selected time range. For example, your initiative started on Sept 30th, 2021 but is continuously running and the dashboard is showing campaign data from this campaign but for January 2025 (the selected End date time range). 

Published Campaigns 

The number of published campaigns linked to your selected initiative from the selected End date time range. The comparison metric shows the percentage increase/decrease compared to the Start date time range selected. 

Total Targeted Users

The total number of unique users targeted from your selected initiative within the selected End date time range. The comparison stats show the percentage increase/decrease compared to the selected Start date time range. 

Reached Users

The total number of unique users reached from your initiative and within the selected End date time range. The comparison stats show the percentage increase/decrease compared to the selected Start date time range. 

A reached user is a member of your community who has previewed your content or opened a campaign email.  

Engagement Funnel

A conceptual framework to help visualize a member's journey engaging with your initiative content. This data can help highlight potential barriers or friction points by reviewing how many targeted users are not reached and how many reached users are engaging. 

This data is from the End date time range only and is not compared to the Start date time range. For example, if you have Time Range: January 2025 vs. October 2024, the data shown is for January 2025.  

Initiative vs. 

The percentage of unique users in your community that were reached, opened and engaged with your campaigns from the selected initiative within the selected End date time range. The comparison data is from the selected Start date time range. 

For example, if you have Time Range: January 2025 vs. October 2024, this initiative data is for January 2025, and the comparison data is for October 2024. 

Content Engagement 

The percentage of unique reached users who engaged with campaigns linked to your selected initiative within the selected End date time range.

The comparison metric shows the percentage increase/decrease compared to the selected Start date time range. This example shows that engagement in the current time range (the selected End date time range) is up by 15% compared to the Start date time range.

An engagement metric is liking a post, commenting on a post, replying to a comment, bookmarking a post, sharing a post, clicking on an embedded link or post within a post, playing a video within a post, acknowledging the content, downloading attachments, responding to a poll. 

Required Actions

The total number of unique users with a required action attached to campaigns linked to your selected initiative within the selected End date time range.

The comparison metric shows the percentage increase/decrease compared to the selected Start date time range. This example shows that the number of users with required actions in the current time range (the selected End date time range) is up by 800% compared to the Start date time range.

Required actions can be, for example, a campaign acknowledgment requirement or responding to a poll. 

Readership

The total number of unique users who took voluntary actions with your campaigns linked your selected initiative within the selected End date time range. A readership action is, for example, opening a campaign, watching a video, clicking on embedded links, etc. 

The comparison metric shows the percentage increase/decrease compared to the selected Start date time range.

Community

This tab looks at your community data from the web and mobile employee experience and how they engage across your platform. This report only uses a single selected time range and does not show comparison data. 

Active Users

The number of active users in your community. An active user is a unique member who has visited the community at least once in the selected time range. 

Avg. Session Duration

The average number of minutes users spend per session in the community. This metric is for web and mobile employee experience visits from within the selected time range. 

Average Days Between Visits

This graph groups your users into the average number of days between visits. This data includes web and mobile employee experience visits from within the selected time range. 

Top Search Keywords

The total number of searches by keyword in order of the most searched-for word or phrase. 

Top Shortcuts

The total number of clicks per shortcut from your employee experience home page. 

FAQ

The page keeps loading after I click 'Apply', but it doesn’t go anywhere. What’s going on?

The issue is likely related to Tableau user permissions and license provisioning. Typically, Executive Summary Dashboard (ESD) loads its first tab within 10 seconds. Insights+ products, including ESD, require each client user to be assigned a Tableau user license where access is not preemptively granted. A user’s Tableau license is provisioned upon their first visit to an Insights+ product. As a result, first-time users may experience a wait time of up to 15 minutes while the background licensing process completes.

I've selected an audience from the audience filter, but the dashboard shows no data. Why?

There are multiple possible reasons for this. Let me explain: For an audience to appear in the Executive Summary Dashboard (ESD) reporting, it must be explicitly included, saved, and targeted in at least one campaign during the selected time period. If an audience was not used in any campaign during that time, its members, despite receiving communications, will not be reflected in ESD reporting. Additionally, Firstup does not retain audience and targeted user data from before February 19, 2025, when ESD was launched for most customers. This means that even if an audience was targeted by past campaigns, data from before this date is unavailable for reporting.

My user funnel data in Executive Summary Dashboard (ESD) is different from the one in the Community Overview report. Particularly, when removing all filters in the Community Over report, 'Reached Users' in ESD is 250, whereas that in the Community Overview report is 249. What caused the discrepancy?

Both reports reference the same data sources; however, ESD applies stricter criteria to exclude ineligible users, such as blocked users. If a user was blocked at any point in the past and never explicitly unblocked, ESD will treat them as blocked—regardless of their current status—and exclude them from reporting, whereas our Metabase reporting only refers to the current user status.