A Challenge is a head-to-head competition between Users or Groups of Users; Ambition's solution for the common "SPIFF"
Select multiple Metrics, assign points, choose competitors, determine a time frame, and go. Simple and great for driving specific behavior.
We recommend walking through the entire article if this is the first Challenge you've created. If you need to navigate to a specific step of Challenge creation, select the appropriate step:
By default, Managers cannot create Competitions.
If you desire for all Managers, specific Managers, or even end Users to Create, Edit, and Delete Competitions, ensure the Permission
Competitions: All Access has been assigned!
Have questions about updating Permissions? Learn more here.
Create a Challenge
1. Create a challenge through the quick actions button, Motivate and Recognize > Competition, or through the left-hand navigation, Competitions > Create.
2. Click the green Create button on the Challenge tile.
3. Complete the Create New Competition Form.
1. Name & Time Frame
Note: If you wish to compete on Objective Score you can only do so if the Challenge time frame matches the time frame of your Objective Score (weekly, monthly, quarterly).
Be mindful that a single-day or power hour Challenge won't be very impactful if your Metric data is pushed to Ambition once a day, every night at midnight, etc. Only data that Ambition receives during the competition's time frame will contribute toward's the competition's score.
Competition Name: We recommend a name which explicitly includes Metrics and time frame.
Challenges can either take place once, or on a recurring basis. In this article, we'll discuss One-Off Challenges.
For Recurring Challenges, check out How do I create a Recurring Challenge?
For One-Off Challenges, leave the selector in the One-Off position
Start Date, Start Time and Time Zone
One-off Challenges cannot be shorter than 30 minutes, and cannot exceed a time frame of 365 continuous days.
Set the Start Date, Start Time and Time Zone, establishing the start of the Challenge
Note: Retroactive, or Challenges with a Start Date in the past, will default to have a Start Time of 12:00AM
End Date and End Time
Set the End Date and End Time for the Challenge, establishing the Challenge duration. The same Time Zone will be used.
What style of competition do you want to create?
- User vs User? --> Select User as the Hierarchy Level
- Team vs Team? --> Select Team or corresponding Group Type within your instance (Manager Team, Pods, etc)
Learn more about Ambition's Hierarchy Levels and see Challenge Hierarchy examples here.
If a Custom or Within grouping is selected, pick specific Users / Groups to compete in the Challenge.
In the example below, the Atlanta office will be competing against the Chicago office. No User vs User competition, but rather the Atlanta Location as a whole vs the Chicago Location as a whole.
This is the KPI or Metrics that will be used to calculate "points" for this Challenge. It's important to keep in mind the frequency with which your data is pushed to Ambition (hopefully real-time), in relation to the competition.
Be mindful that a single-day or power hour Challenge won't be very impactful if your Metric data is pushed to Ambition once a day, every night at midnight, etc.
For summed metrics (calls for example) only data that Ambition receives during the competition's time frame will contribute toward's the competition's score. This supports an hour-long competition for individual users or teams.
If the scoring configuration is set to use a daily average, the competition may contribute data received outside of the competition's time frame. For example, if the competition begins mid day, but it is built off of an averaged metric like Activity Score, the competition score will include the entire day's data for the daily average calculation.
Competitions can be both multi-metric and points-based.
Multi-Metric Competitions cannot exceed combining 5 metrics.
The same Metric cannot be utilized more than once in a single Challenge. ie. Cannot utilize both points and value scoring for the same metric.
If you wish to compete over Objective Score, ensure the Challenge's time frame matches your Objective Score time frame.
Ex. Weekly Objective Score = Challenge starts on Monday @12am. Monthly Objective Score = Challenge starts on the 1st of the month @12am.
Click the Add Score Parameter button to begin compiling your competition Metrics.
Select a Metric from the Metric drop down.
Select the Scoring Type.
If Points is selected as the Scoring Type, complete adjust the Points Per Value selections to fit your needs.
At this time, points are required to be whole numbers.
Example above showcases where 5 points will be given per 1 Appointment Set
Determine and set options for the Scoring Parameter.
Use Per-User Average
Recommended for when competing groups are not the same size.
Since Activity and Objective Scores are inherently averaged, they will already utilize a Per-User Average. This toggle will have no additional impact towards either Activity or Objective Score.
If toggled off, the metric Value will be used:
This setting will use the value of the metric associated with an entity to generate the score.
Example: If a user/team creates 10 new leads every day for 1 work week, their value is 50.
If toggled on, the Average value will be used:
If the entity being scored is a super entity (or team) use the average metric value of each sub entity (users) to generate the score.
Example: Team A has two team members. Respectively, they each have activity scores of 80 and 100 for the week, so their average score is 90 [(80+100)/2].
|Sum Daily Averages
|Recommended for long durations where affecting the average becomes increasingly difficult.||
For competitions that last longer than a day and contain more than one metric value (Monday's value, Tuesday's values, etc) we must determine how to aggregate these values together, for example, summing or averaging:
If toggled off, Default scoring applies = This will depend on the metric being scored. If the metric is an average metric, the value will be averaged across the time span of the competition. If the value is summed, the value will be summed.
Note: Activity Score and Objective Score are Average metrics
If toggled on, Sum scoring applies = Ignore the metric type and always sum the daily values together
Do not include weekends in the scoring calculation.
Only applicable for Competitions spanning over the weekend days, Saturday or Sunday.
If toggled on = all weekend values will be ignored. If the user generates metrics over the weekend, they will not be counted towards the competition’s score.
If you are utilizing a Monthly Objective Score scoring parameter and desire the competition score to match the Groups's Dashboard, ensure this is toggled Off.
Do not include users who are out for sick days, PTO, etc from bringing down a team's score.
If toggled on = metric values generated on days where the user is "benched" will be ignored.
A "pay to play" setup. One must cross a threshold before generating a score.
The floor that must be reached before score contribution is made.
Note: After the threshold is crossed, a user's score will be representative of the threshold's value and not starting from 0.
Ex. A User crosses a min value of $10,000 Revenue, and their score will reflect their $10,500 metric value. NOT from starting $0 once the threshold is crossed.
A "cap" on the amount of contribution a user can receive from a single metric.
Prevent inflation of score from a single metric.
The ceiling at which no additional score contribution is made.
* Note about Thresholds and Multi-day Challenges
A minimum or maximum threshold will be applicable to the Challenge's duration as a whole.
Repeat the above steps for each desired Score Parameter.
Multi-Metric Competitions can combine up to 5 different metrics.
Prizes are not required, but if appropriate can be granted based on Rank (1st, 2nd, 3rd...up to 10th) And/Or based on Threshold (everyone at or above x Score gets y prize)
Note: Threshold applies to the overall score. If multiple metrics or average scoring is being used, we would advise careful projections before stating the thresholds.
A combination of Rank and Threshold prizes can be used!
To include a Rank based Prize:
1. Select Rank from the Type dropdown.
2. Select which Rank (options for 1st-10th) you'd like to input a prize for in the Place dropdown.
3. Fill in the Prize that will be awarded in the Description field.
4. Click the + Add button.
To include a Threshold based Prize:
1. Select Threshold from the Type dropdown.
2. Input the respective threshold value to be reached
Again note that thresholds are for the overall score. If utilizing a multi-metric Challenge or averages, we would advise careful projections before stating the thresholds.
3. Fill in the Prize that will be awarded in the Description field.
4. Click the + Add button.
Learn more about Prize thresholds here.
5. Add to TV (optional)
Optionally display your Challenge on an Ambition TV.
A countdown timer will be displayed on the slide if the competition has not yet started.
To Add Challenge to TV:
1. Select the respective TV(s) you'd like your Challenge to appear on from the Available list.
2. Optionally select a Start and End Date from the respective dropdown if you'd like the slide to being being displayed and/or stop being displayed at a specific point in time.
4. Once you've completed the Challenge Form, click the Create Challenge button.
If at any time you notice a black Preview badge listed alongside a Challenge's name in the Manage Competitions interface, that Challenge was created by a member of the Ambition team.
If you've been working with Ambition Support or your CSM regarding a Challenge's setup or scoring, a member of the Ambition team can create a challenge in Preview mode that allows you to "test drive" the Challenge's setup and scoring configurations without directly notifying your users.
The Challenge can be viewed, edited, and deleted by users with Admin permissions like a normal Ambition Challenge but is hidden from any user without Admin Permissions in Ambition.
Preview Challenges cannot be created in Ambition by end-users, no matter the permission set. If you have any questions about a Preview Challenge in your instance, reach out to firstname.lastname@example.org.