Purpose: The Sales Leaderboard dashlet allows you to view team member's progress toward sales goals

TABLE OF CONTENTS

• Read the Sales Leaderboard Dashlet
• Add the Sales Leaderboard Dashlet
• Team Member Goals

Read the Sales Leaderboard Dashlet

Green sections of the leaderboard indicate records that have are in a won on the Pipeline

Red sections of the leaderboard indicate a deal member is below their goal

Blue sections of the leaderboard indicate projections for the current timeframe

Forecasts are weighted average of the deal value and the stage's % chance to close.

Note: Setting your timeframe to historical dates will not show projections

Add the Sales Leaderboard Dashlet

1. From your Dashboard tab, select Add Dashlet 

2. Select Pipelines

3. Choose Pipeline/Workflow you would like to view 

4. Choose Report Type: Sales Leaderboard with Projections 

5. Select how to view the dashlet

    # of Records - Total number of records for each Team Member

    $ Value of Records - Total value of the records for each Team Member

6. Name your Dashlet (optional)

7. Click Add

Team Member Goals

Team Member goals are set up in the Team, Roles and Permissions section of your account. 

Team Member Goal are amortized over the selected timeframe. 

Example: If the Team Member's annual goal is $146,000 and your timeframe on the dashlet is set to 60 days, the goal is set to $24,000 = $146,000 * [60/365]