Leaderboard, points and trophies (gamification)
The Leaderboard turns everyday selling into a healthy game: every won deal, completed activity and target hit becomes points, and key milestones become trophies. The screen shows the team standings by period, each person’s actual vs target (reusing your sales targets) and everyone’s trophy collection. It runs on its own every day and lets people know when they unlock a new trophy.
What the Leaderboard is
The Leaderboard is the team scoreboard. For each period (month, quarter or year) it sums up everyone’s points, shows their rank and how much they have achieved against their sales target. The goal is visibility and motivation, without replacing the CRM with a separate spreadsheet.
Reading the Leaderboard is available to every user. Adjusting the trophy rules is an admin action (whoever manages Settings).
How points are earned
- Won deal: points for every opportunity marked as won in the period.
- Completed activity: points for every task, call or email marked as done.
- Target hit: a bonus when the period’s actual reaches the person’s sales target.
Trophies
Trophies are milestones that stay in your collection: your first win, ten won deals, a hundred activities, a thousand points, hitting your target, and reaching the podium or the top of the leaderboard. As soon as you meet the requirement, the trophy is granted and you get a notification about it.
- Open Leaderboard under Analytics.
- Pick the period in the selector (current month, previous month, quarter or year).
- Check your rank, points and trophies in the top cards and the table.
- Scroll to My trophies to see what you have earned and what is still locked.