BGM Dashboard: All KPIs at a Glance for Leadership
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BGM Dashboard: All KPIs at a Glance for Leadership

Which KPIs a BGM dashboard really needs

Many BGM managers collect data across different tools and spreadsheets — sick leave here, participant numbers there, maturity level somewhere in a presentation. The problem: when data doesn't come together, the big picture stays unclear. A BGM dashboard brings the most important metrics into one place.

The five core KPIs that matter:

**1. Sick leave rate (%)** – The baseline metric of every BGM program. What matters isn't just the current value, but the trend: Is it declining? Are there seasonal spikes? The number only becomes truly meaningful when compared to the industry average.

**2. BGF score** – An aggregated assessment of ongoing measures: How many are active, what's the participation rate, how satisfied are participants? This score shows at a glance whether the BGF program is running or stagnating.

**3. BGM maturity level** – Where does the organization stand overall? Maturity level assesses structures, leadership culture, offerings, and effectiveness. It changes slowly — so a quarterly update is sufficient.

**4. Measure progress** – How many planned measures have been implemented, how many are in preparation, how many are stuck? This metric shows whether BGM is truly lived out day to day.

**5. Time investment** – How many hours flow into BGM per week or month? This figure helps justify resource allocation and identify bottlenecks early.

Optionally useful: employee satisfaction with BGM offerings (from pulse surveys) and reach (share of the workforce that has used at least one offering).

How to make the dashboard leadership-ready

A dashboard for yourself has different requirements than one for leadership. Leadership reports need to answer three questions: What does BGM cost? What does it deliver? And what comes next?

Here, less is more. Leaders don't need detailed data — they need traffic lights. Green means: on track. Yellow means: action needed. Red means: escalation required. If your dashboard maps these three states for the five core KPIs, you have everything a leadership presentation needs.

Two more elements make the difference: trends and comparisons. A sick leave rate of 5.2% says little on its own. The same value, three points below last year's figure and 0.8 points below the industry average, is a strong argument. Build this context directly into the dashboard — it saves you lengthy explanations in the report.

Also define a fixed reporting rhythm: a monthly update for yourself, a quarterly report for leadership. Anyone who reports ad hoc loses the thread.

EasyBGM: dashboard and leadership report from a single source

EasyBGM maps exactly this workflow. The dashboard shows sick leave rate, BGF score, maturity level, measure progress, and time investment in a single view — with trend arrows and industry comparison where available. You don't enter data manually; it's generated as a byproduct of your daily work in the tool.

For the leadership report, you export a polished overview with one click, summarizing traffic-light status and key trends on a single page. No Excel, no copy-paste, no formatting. The effort for a complete monthly report realistically comes to 15 minutes — if the data has been maintained continuously.

So setzt du es um

  1. 1
    Open the BGM dashboard in EasyBGM: Open the dashboard in EasyBGM and get an initial overview of the metrics already available. Check which data already exists and where gaps remain.
  2. 2
    Define 5 core KPIs and check the data basis: Decide which five metrics are most relevant for your company. Absenteeism and measure progress are mandatory; BGF score, maturity level, and time investment round out the picture. Check for each KPI whether the data basis is complete.
  3. 3
    Add missing data once: Enter existing historical data — especially absenteeism over the last 12 months and already completed measures. This is a one-time effort and forms the basis for meaningful trends.
  4. 4
    Define the executive report rhythm: Decide when and in what format leadership will be informed about BGM metrics: monthly, quarterly, or as needed. Add the first reporting date to your calendar and create the export template in EasyBGM.
  5. 5
    Establish a dashboard routine: Reserve 15 minutes per week for dashboard maintenance: entering new measures, updating absenteeism data, adding notes on outliers. After four weeks, the routine runs on its own.

Was du brauchst

Aufwand
under 30 min
Kosten
Free
Dauer
2 Wochen
Setup
20 Min.
  • All BGM metrics centralized in one place — no more searching across different spreadsheets and tools
  • Executive reports in 15 minutes instead of several hours — a ready-made status view instead of manual formatting
  • Trends made visible: absenteeism, measure progress, and BGF score comparable over time
  • Justify resource use transparently — time investment and ROI at a glance for budget discussions

Förderfähig: bis 600 € steuerfrei

Als Teil eines strukturierten BGM-Prozesses ist diese Maßnahme nach § 3 Nr. 34 EStG bis 600 € pro Mitarbeitendem und Jahr steuerfrei — den Prozess bringt BGF-Kompass mit. Zertifizierte Angebote (z. B. von Upfit) bezuschusst zusätzlich die Krankenkasse nach § 20b SGB V.

GKV-Förderung & Steuer: so beantragst du es →

Für dein Unternehmen übernehmen

Ein Klick — und die Maßnahme liegt vorbereitet in deinem Plan. Geführt Schritt für Schritt, kein langes Setup.

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BGF-Kompass covers German workplace health promotion (BGF): funding paths, figures and legal references (e.g. § 20b SGB V, § 3 No. 34 EStG, the statutory-health-insurer prevention guidelines) apply to Germany.