
Business-Strategy-&-Lms-Tech
Upscend Team
-January 5, 2026
9 min read
This article recommends a prioritized set of phishing KPIs mapped to executives, SOC, HR and L&D. It defines formulas, cadences and a one‑page executive dashboard example, plus reconciliation and implementation templates. Follow the 30/60-day checklist to standardize definitions, centralize telemetry and produce audit-ready LMS training KPIs.
In our experience the most useful reporting focuses on a small set of priority phishing KPIs that map to executive risk, SOC efficiency, HR remediation and L&D engagement. This article lays out a prioritized KPI set, clear definitions and formulas, reporting cadence, a sample one‑page executive dashboard and practical templates you can implement this quarter.
We’ve found that teams that reduce KPI noise and agree on a single source of truth improve decision velocity and program funding. Below is a concise framework to align stakeholders and measure phishing program success in a way executives understand.
When deciding which KPIs to report for phishing training programs, start with stakeholder outcomes: executives want risk reduction, the SOC wants faster detection, HR wants remediation completion, and L&D needs engagement and behavior change.
Below are the recommended priority phishing KPIs grouped by owner and why each matters.
Prioritizing these resolves reporting sprawl and focuses dashboards on actionable outcomes rather than vanity metrics.
Executives need priority phishing KPIs that speak to residual risk and program ROI. Provide consolidated metrics that translate user behavior into potential business impact.
Suggested executive KPIs (top 3): phish susceptibility rate, estimated incidents prevented, and trend of high-risk user segments. Show 90/180/365‑day trends to demonstrate momentum.
To avoid ambiguity, every reported metric must have a clear definition, formula and recommended cadence. Below are the common phishing KPIs with precise definitions and calculation steps.
This section also covers how to pick a cadence that balances noise and timeliness for each stakeholder.
For security metrics phishing programs, pairing volume-based KPIs (clicks, deliveries) with time-based KPIs (MTTD, MTTC) gives a fuller operational view.
Executives prefer a single-page digest that highlights risk, trend, and recommended action. Below is a simple layout and a bordered table to communicate metrics clearly.
Include context rows: baseline, target, and delta to show progress against goals.
| Metric | Current | Target | Delta | Cadence |
|---|---|---|---|---|
| Phish Susceptibility Rate | 6.2% | ≤4% | +2.2% | Monthly |
| Estimated Incidents Prevented | 12/year | 20/year | -8 | Quarterly |
| MTTD (hours) | 2.8 | ≤1 | +1.8 | Weekly |
| Remediation Completion Rate | 92% | ≥95% | -3% | Weekly |
| Behavior Lift (cohort) | 45% ↓ | ≥40% ↓ | +5% | Per cohort |
Use a short narrative below the table: one-sentence insight, two action items, and one ask (budget/approval). Keep the visual uncluttered: top-line priority phishing KPIs only, with links to SOC and L&D drilldowns.
Conflicting KPIs are a common pain point. For example, L&D may celebrate high completion rates while SOC sees unchanged MTTD. The root is often mismatched definitions or data silos.
Address this by standardizing definitions, centralizing data pipelines, and creating a governance board with cross-functional ownership (security, HR, L&D, analytics).
Start with three practical steps:
A pattern we’ve noticed is that the turning point for most teams isn’t just creating more content — it’s removing friction. Tools like Upscend help by making analytics and personalization part of the core process, which reduces discrepancies between L&D reports and SOC telemetry.
Discrepancies often come from sampling differences (campaign vs. org-wide), attribution gaps (clicks vs. successful compromises), or time-window mismatches. Build reconciliation rules to map campaign-level events to user records and retain raw logs for audits.
Below is a pragmatic rollout checklist and templates you can copy into your reporting tool. The goal is to produce reliable security metrics phishing outputs in 30–60 days.
Short deployments beat perfect long-term projects. Start with the executive dashboard and an SOC drilldown, then add L&D cohort analysis and HR remediation views.
Copy these two templates into your dashboard tool:
We recommend storing raw event streams (email send, click, remediation assignment, remediation completion, SOC detection events) in a single analytic store to support flexible slices and reliable LMS training KPIs.
Choosing the right priority phishing KPIs requires aligning stakeholder outcomes, standardizing definitions and committing to a reproducible data pipeline. Focus reporting on risk reduction for executives, MTTD/MTTC for SOC, remediation completion for HR and engagement plus behavior lift for L&D.
Quick action checklist:
If you want a ready-to-use blueprint, start by exporting campaign-level data and applying the formulas in this article. This will let you produce defensible, audit-ready reports that executives and practitioners trust.
Next step: Schedule a cross-functional KPI alignment session this month to adopt these metrics and produce your first one-page dashboard.