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Learn more about Dashboards: Giving points

Understanding the Giving Points Dashboard for program administrators and team leads

Updated over 2 weeks ago

Who can use this dashboard?

  • Administrators can view giving point activity for all users

  • Team leads can view data for their own team(s)

The Giving Points Dashboard provides insight into how giving points are budgeted and distributed across your organization, helping track both usage and participation.


📊 What You’ll See in the Dashboard

The top section of the dashboard displays key giving point metrics:

💼 Points Budgeted

Shows the total number of giving points allocated to team leads and employees through budgets during the selected timeframe.

Note: Points given by administrators are excluded, as they do not require a budget to award points.

📈 Usage

Displays the number of budgeted points used, either through recognitions or campaign awards issued by team leads.

🎯 Points Given

The total number of points awarded to employees during the selected timeframe.

Includes points from both administrators and budgeted team leads.

  • By Source

    Breaks down awarded points by type:

  • Recognitions

  • Add-ons (to recognitions)

  • Campaigns

Note: Points from milestone awards are not included.

  • Top Givers

    Lists the employees, team leads, or admins who gave the most points during the selected timeframe.

💡 Insights

Displays key metrics for the selected timeframe:

  • [X] points given on average per person

  • [X] recognitions with points were sent and received

These insights help identify trends in point-giving behavior and highlight engagement levels.


📄 Report: Points Given

The bottom of the dashboard displays the Points Given report, which lists all transactions where points were awarded to users during the selected timeframe.

Each entry includes:

  • Sender

  • Recipient's name, role, status, ID, job title and team(s)

  • Date

  • Number of points awarded

  • Reason (Recognition, Add-on, Campaign)

  • Description (Milestone or campaign name)

You can filter and export this report for further analysis.


❓FAQs

Do administrators require budgets to give points?

No. Administrators have unlimited giving points and are not limited by budgets.

Are milestone points included in this dashboard?

No. Points from milestone awards are excluded from this dashboard.

Can I export the Points Given report?

Yes, the report can be exported in CSV or XLS format.


📬 Need help?

For help setting up budgets or understanding giving point data, contact us at [email protected].

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