Leaderboards and sprints

Written By Ignacio

Last updated 2 days ago

Two rankings, both on the same page: Sales Rankings for who's selling and Technician Rankings for who's delivering. It's the fourth icon in the sidebar.

The Sales Leaderboard

1. Start a sprint

A sprint is a short competition with a defined start and end. Rather than a permanent ranking nobody looks at, it's "this fortnight, most upsells".

Sprints work because they're finite. A leaderboard that has run since January tells your third-best rep they're permanently third, which is not motivating. A two week sprint resets that.

The Start a sprint button

2. Date range

Today, This Week, This Month, This Year and Custom.

This Week is the honest default for a sales team. This Year mostly measures who's been there longest.

The date range controls

3. Leaderboard settings

Controls what counts toward the ranking. Worth a look before you show it to anybody, because the metric decides the behaviour you get.

Rank on revenue alone and you'll get discounting to close. Rank on jobs completed and you'll get people cherry-picking small easy work. Whatever you pick, someone will optimise for it, so pick deliberately.

Leaderboard settings

Technician Rankings

The second tab, at /leaderboard/technicians. Same controls, different question: who's completing work, at what quality.

Keeping sales and technician rankings separate is right. Comparing a rep who sells forty jobs against a technician who completes forty jobs is comparing nothing.

The Technician Rankings

Where the data comes from

Both rankings read from the salesperson and assigned employees fields on jobs. Same source as payroll.

That's the practical reason to insist on those fields being filled: leaderboards and pay both break in the same way, and the fix is a habit rather than a setting.

Tips and gotchas

  • Sprints beat permanent rankings. Finite competitions with a reset.
  • Choose the metric deliberately. People optimise for whatever you rank.
  • This Week, not This Year, unless you want to reward tenure.
  • Empty leaderboards usually mean unassigned jobs, not idle staff.

Next up: Your dashboard