Use goals to set direction.
Goals describe what you want to achieve. The charts under a goal show the data that explains progress.
Use KPIs to give context.
KPIs are definitions that you can link to both goals and charts. This keeps related measurements under the same label (for example: “Enrollment rate” can be linked to acquisition and engagement goals).
Be consistent.
When multiple charts or goals track the same thing, assign them to the same KPI. For example, if you are tracking “Enrollment activity,” you might have one chart showing monthly opt-ins, another showing opt-ins by channel, and a goal focused on acquisition. Assign them all to the same KPI so the definition of enrollment stays consistent.
Connect goals and KPIs.
Goals define what you want to achieve, and KPIs help organize how you measure it. Linking them makes results easier to understand.
Keep names and descriptions clear.
Write them in simple language so your team can quickly see what is being measured and why.
Review and update regularly.
Loyalty priorities can change. Adjust your goals and KPIs so they always match your current strategy.
Validate AI-generated insights.
Optimizer analyses give valuable insights and save time, but always check them against your own business context. Edit the text if needed before sharing with others.
Think long-term.
Goals and KPIs are not just about today’s numbers, they create the foundation for identifying risks and opportunities later on. Build them with that in mind.