Phishing Simulation

Reporting to Management

Reporting to Management

Overview

Security awareness results need to be communicated to leadership as business risk indicators — not raw numbers. This guide shows how to frame PhishGrid data for a management audience.


What management cares about

  1. Are we getting better? — Trend over time
  2. How do we compare? — Benchmark against industry
  3. What are we doing about it? — Actions taken and planned

Translating metrics into business language

PhishGrid metric Executive framing
Phish rate "X% of employees would fall for a real phishing attack today"
Report rate "X% of staff actively defend us by reporting threats"
Training completion "X% of staff have completed mandatory awareness training"
Improvement trend "Our risk rate has dropped X% over Y months"
Security posture grade "Our current security grade is X (industry average: Y)"

Sample executive summary structure

Summary "In Q1 2026, we ran 4 phishing simulations across 800 employees. Our phish rate decreased from 18% to 11%, and our report rate increased from 8% to 19%. Overall posture improved from grade C to grade B."

Key findings

  • Highest risk group: Finance (22% click rate)
  • Most improved: Engineering (-15% quarter-over-quarter)
  • 94% training completion rate

Actions taken

  • Training assigned to all users who clicked
  • Finance team received additional spear-phishing campaign
  • Report button deployed to mobile devices

Next quarter

  • Increase frequency for high-risk groups
  • Introduce vishing simulations for executive team
  • Target: 8% phish rate, 25% report rate by end of Q2

Compliance documentation

Retain for compliance:

  • Campaign run dates and scope
  • Phish rate and training completion by department
  • Evidence of training assignment and completion
  • Trend data showing programme improvement

Export from Reports → Campaign Report → Download and store with your compliance records.