Leaderboard Slide
Leaderboard Slides are included in Recognize, Gamify, Coach, Pro, and Enterprise Packages.
Percent-to-Target Leaderboard Slides are available in Gamify, Pro, and Enterprise Packages.
The Leaderboard slide will display top (and optionally, bottom) performers for given metrics, time frames, and groupings.
The Leaderboard slide can be viewed either as a card or a grid layout:
Card view supports 1 metric |
Grid view supports 1-5 metrics |
Create a Leaderboard Slide
1. Click the left-hand navigation > TVs.
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.
Basic Settings
Field Name |
Field Description |
Slide Name |
The slide name will be displayed on the TV to identify the slide. 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. 10, 20, 40, and 60 second options. |
Slide Order |
The slide's position within the carousel. |
Start Date |
When the slide will be visible on the TV. Date defaults to today. |
Delete Date |
Optional. When the slide will be removed from the TV and Deleted. |
Slide Background |
Optional. Upload a background image for the slide. |
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 specific start & end dates to match a fiscal calendar
Rank By:
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 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 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 |
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Examples of a Percent to Activity Target Leaderboard
Card view | Grid view |
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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 |
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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 |
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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.
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