2. Click the Slides button for the TV you wish to edit.

Upon clicking Slides, you will see a blank Create Slide form.

3. Complete the Create Slide Form.

Basic Settings

Select Metrics (Up to 5)

Metric: Select the Metric to be displayed.

Time Frame: Time Frame of data to be displayed. Includes preset time frames and custom options

Preset options -  Today, Yesterday, This and Last Week, This and Last Month, This and Last Quarter, This and Last Year.

↳ Select a preset time frame option if creating a Percent-to-Target or Most Improved Leaderboard. Using custom time frames is only supported for Value Leaderboards.

Custom - select specific start & end dates to match a fiscal calendar

Rank By: 

• Value
• Percent to Activity or Objective Scorecard Target
• Most Improved Rank or Value

Examples shown below.

Important to Note: If a Percent-to-Target Leaderboard is selected, data for Users without a Scorecard Target will not show UNLESS "Include Users Without Date is selected" in step 4.

Change the column header's name or add an emoji!

Select the desired Metric, Time Frame, and Rank By option.

Click the Add New Metric button to add additional metrics.

If more than one metric is selected, the first metric will set the slide's rank and the slide will automatically be converted to a grid style layout. Additionally, Grid Column and Sub-header customization options will display.

Edit the Column's Header or Sub-Header

When in utilizing a Grid View Leaderboard,  you can customize the Column Header and Subheadings that display on the respective slide.

Great use cases include:

• Shorten metric names that are too long (ex: change 'Won Opportunities' to 'Won Opps')
• If all metrics have the same Time Frame, remove the sub-header so that you don't have repetitive time frames visible on the slide - example: all 5 metrics say 'This Week'. Be sure to add 'This Week' to the slide's title for clarity.
• Add emojis. Instead of showing 'Calls' as the metric header, show '☎️'!

Mac Keyboard Shortcut = Control + Command + Space Bar

Windows 10 Keyboard Shortcut = Window + Period

Examples of a Value Leaderboard

Card View	Grid View

Examples of a Percent to Activity Target Leaderboard

Card view	Grid view

Examples of Most Improved by Value Leaderboard

The value improved is listed in green while the the actual metric value is listed in black text.

Ex. Donna Humphries set 21 meetings last month. That is 8 more than the previous month.

Card view	Grid view

Examples of Most Improved by Rank Leaderboard

The rank change is listed in green while the the actual metric value is listed in black text.

Ex. Elizabeth Bacon held 22 appointments last month. Ellen's rank went up 95 spots from the previous month.

Card view	Grid view

 

 

Target Settings

# Displayed: Select the number of entities displayed.

Note: 10 Users will display at a time. There will be an additional slide duration for each multiple of 10.

Hierarchy Level:  Select the Hierarchy Level to be displayed on the Leaderboard.

Display Settings

View Grid or Card: Card view is only available for a Leaderboard with one metric selected.

Sort By: Place the Highest or Lowest achiever in the first rank spot of the Leaderboard.

Include Records Without Data: Include Users even if they haven't contributed to the selected metric(s).

4. Optionally click the Preview button to preview your Leaderboard slide.

Note: Uploaded slide background images will not be viewable through the Preview option.

5. Click the Save button.