Feature Overview

The Leaderboard Settings setup enables administrators to configure performance thresholds for the sales team leaderboard system by defining what constitutes underperformance in feedback collection activities. This helps identify sales representatives who may need additional coaching or support to improve their feedback completion rates.

How It Works

The system provides a simple configuration for the Naughty List Percent Threshold: A percentage value (0-100) that determines when sales representatives appear on the "Naughty List" in the leaderboard. Sales rep with feedback completion rates below this threshold are flagged for attention, enabling managers to provide targeted coaching and support. The interface displays contextual guidance beside the threshold control, autosaves changes, and provides confirmation when updates are applied

Use Cases

• For Admins and Sales Managers: Set appropriate performance thresholds based on organizational goals and team capabilities, ensuring the naughty list accurately identifies reps who need support.

See It in Action

Requirements

• TruSales Admin, Super Admin, or Organization Admin role permissions for Setup module access
• Understanding of team performance expectations and feedback collection goals

Highlights

• Single-threshold control keeps leaderboard coaching rules simple to manage

Need Help?

Contact your Customer Success Manager for guidance on setting appropriate performance thresholds for your organization, or TruSales Support if you experience any technical issues with this page.