Feature Overview

The Leaderboards module gamifies feedback collection through competitive rankings and performance analytics, transforming routine tasks into engaging team competitions. It provides multi-dimensional insights across time, deal size, account characteristics, and industry segments to identify collection trends and performance gaps.

How It Works

At the top of the page, five cards display the highest-performing sales representatives based on feedback request completion rates, showing each representative's name, rank, feedback request percentage, deal count, and performance metrics. These cards are clickable and open an opportunity table modal showing all the deals associated with that representative, allowing managers to drill down into specific opportunities and their feedback collection status. The platform includes advanced search and filtering capabilities with team and date range filtering options, plus an advanced search form supporting complex logical operations and saved filter sets for focused analysis.

Below the top performers, four analytical tabs provide different perspectives on feedback collection performance.

• The time graph tab features a comprehensive time-based chart showing feedback request trends over customizable periods, where users can select from monthly, weekly, or custom day ranges using the period selector dropdown. This chart visualizes feedback collection progress over time, helping identify seasonal patterns and performance trends across the team.
• The deal size tab groups and analyzes feedback request statistics by the monetary value of deals, automatically categorizing opportunities into small, medium, and large deal buckets based on amount thresholds and showing completion rates for each size category to identify whether certain deal sizes receive more or less attention in feedback collection efforts.
• The account size tab segments feedback requests by customer account characteristics including annual revenue and employee count. The interface allows switching between these account size metrics and displays feedback collection performance across different account size categories, revealing whether enterprise or smaller accounts receive different levels of feedback attention.
• The industry tab breaks down feedback request performance by customer industry classifications, supporting both direct industry field mapping and custom industry mapping configurations while showing completion rates across different industry sectors to identify potential gaps in specific market segments. All charts feature interactive elements where clicking on data points opens relevant opportunity tables, and include report type toggles to switch between count-based and amount-based analysis views.

At the bottom of the page, two tabbed tables provide comprehensive team performance breakdowns. The leader list displays all sales representatives who meet or exceed the organization's feedback request threshold, defaulting to fifty percent, with each row showing the representative's rank, name, deal counts, feedback request statistics, completion percentages, win rates, and revenue metrics. Representatives can be clicked to view their specific opportunity details. The naughty list shows team members who fall below the feedback request threshold, highlighting representatives who may need additional coaching or support while providing the same detailed metrics to help managers understand specific performance gaps and opportunities for improvement. Both lists support sorting, filtering, and direct access to opportunity details, with organizational role-based permissions determining which representatives each user can view and ownership-based restrictions ensuring appropriate data access levels.

Use Cases

• For Sales Representatives: Track personal performance against team benchmarks, understand feedback collection expectations, and compete to maintain high rankings.
• For Sales Managers: Monitor team engagement with feedback collection processes, identify top performers and those needing coaching, and drive accountability through visible rankings.
• For Sales and Revenue Operations: Measure organizational compliance with feedback collection standards, identify training needs, and track the correlation between feedback collection and sales performance.

See It In Action

Requirements

• Proper user permissions based on performance level and team assignment
• Active feedback collection programs with decision-type functionality
• Organizational threshold settings configured for performance evaluation
• Team assignment permissions for viewing relevant team member data

Integration users need the following permissions to synchronize CRM data:

• Read:
  • Opportunity
  • Contact

Highlights

• Links completion standings to win-rate impact and engagement quality
• Recognition badges and coaching alerts keep accountability visible
• Trend views encourage sustained participation across teams and periods

Need Help?

Contact your Customer Success Manager for help interpreting your leaderboard ranking, or TruSales Support if you experience any technical issues with this page.