2. Click the blue 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, which includes:

1. Basic Settings
2. Select Metrics (Up to 5)
3. Display Settings
4. Target Settings
5. Preview
6. Save

 

1. Basic Settings

Name: This will be displayed on the TV to identify the slide. This important step will help users quickly understand what they're viewing on a TV.

We recommend being explicit in naming the slide. Example, if you're using a Most Improved by Rank slide, add this to the slide's title!

• Type: Select Leaderboard from the dropdown.
• Slide Duration: Determine how long this slide will be displayed per carousel rotation.
• Slide Order: The slide's position within the carousel.
• Start Date: When the slide will be visible on the TV. Default to today.
• Delete Date: Optional, when the slide will be removed from the TV and Deleted.
• Slide Background: Optionally upload a background image.

2. 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:

• Today
• Yesterday
• This Week
• Last Week
• This Month
• Last Month
• This Quarter
• Last Quarter
• This Year
• Last Year
• Custom - select your own start & end dates to match a fiscal calendar

Rank By: 

• Value
• Percent to Activity or Objective Score 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 value to the slide.

Click the purple, 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 Subheader 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 exact Time Frame, remove the subheader 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

 

Example 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. Ellen Carr set 27 meetings last month. That is 20 more than the previous month.

Card view	Grid view

 

3. 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.

 

 

4. Display Settings

View Grid or Card: Card is only available for one metric.

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).

 

 

5. Preview

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

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

 

 

6. Save

Click the green Save button.