Overview
This article explains why a TV screen can show data, feed posts or celebrations from another team, department or office, and how to fix it.
The article is for Company Admins and Screen Admins who manage screens, playlists and slides.
Different parts of a screen are controlled by different settings. A leaderboard slide uses its own team filter, a feed slide shows a feed with its own sources and team setup, and celebration popups are controlled by both the activity type and the screen.
Who can do this?
Action | Required access |
Edit slides | Screen Admin or Company Admin |
Reload screens | Screen Admin or Company Admin |
Change which teams celebration popups show for on a screen | Screen Admin or Company Admin |
Edit feed settings, teams and sources | Admin |
Turn Show popup on screen on or off for an activity type | Company Admin |
Which plans include this?
Screens, slides and feeds are available on all plans.
Requirements
Before you start, make sure that:
Screens are enabled for your company.
You have Screen Admin or Company Admin access.
You know which team, department or office the screen should show.
You know which screen or slide is showing the wrong data.
When this matters
Use this article when:
A screen for one office shows data from another office.
A leaderboard or metric slide shows the wrong team or department.
A feed slide shows posts from teams that should not appear on that screen.
A feed slide shows small deals or every single report.
Celebrations for the whole company appear on a local team screen.
A team was recently moved, renamed or added, and the screen now shows unexpected data.
How it works
A screen shows information from several sources, and each source has its own setting. One setting can be correct while another is wrong, so check all of them.
What you see on the screen | Controlled by | Where to change it |
Leaderboards, numbers and other slide data | The slide's data filter | The slide |
Feed posts on a feed slide | The feed selected on the slide, plus the feed's teams and sources | Feed settings |
Which teams' celebrations appear on a screen | The screen's Show celebration popup for setting | Screens › the screen |
Whether an activity triggers a celebration at all | The activity's Show popup on screen setting | Manage › Activity Types |
Slide data
A slide can be limited to selected teams, departments or users. If the slide filter includes all teams, or the wrong team, the screen shows data from the wrong office, team or department.
Feed slides
A feed slide shows posts from one selected feed. The feed's Sources decide which events create posts, and which teams the posts come from.
A feed can have three types of sources:
Source type | Examples | What you can set |
Features | Achievements, Battle, Endorsement, Birthday, New Employee, Work Anniversary, Rewards, Mission | On/off and custom team filter |
Metrics | Revenue Sold, Meeting Booked | Threshold and custom team filter |
Activity types | Your company's activity types and activities | Threshold and custom team filter |
Teams: by default, only content from the teams assigned to the feed appears. A source can use Set custom team filter to include other teams. The feed then shows posts from teams that are not assigned to it.
Threshold: a metric or activity type source can have a threshold. Only reports that reach the threshold create posts in the feed.
Example: If Revenue Sold has a threshold of $1,000, reports under $1,000 do not create posts in the feed. Only larger deals appear, including on feed slides that use this feed.
Default feed and team-specific feeds
Feed type | Description |
Default feed | Every account has one Default feed, and all users can access it. A feed slide connected to the Default feed can show content from the whole company |
Team-specific feed | An additional feed assigned to selected teams. Use it when a screen should show content for a specific team, department or office |
To show only one team or office on a feed slide, connect the slide to the correct team-specific feed.
Celebration popups
Celebration popups are controlled at two levels:
Level | Setting | What it controls |
Activity type | Show popup on screen | Whether reports with that activity trigger a full-screen popup on screens |
Screen | Show celebration popup for | Which teams' celebrations appear on that screen |
If Show celebration popup for is set to All, celebrations from the whole company appear on that screen. To show only local celebrations on an office screen, limit the setting to the office's teams.
Changes may not appear immediately
After you change a slide, feed or screen setting, reload the screen so it shows the latest configuration and data.
How to show the correct team, department or feed
Step 1: Open the slide
In the left-hand menu, under Other, click Screens.
Click the Slides tab.
Find the slide showing the wrong data. Use Search and filters if needed.
Click the three-dots menu on the slide row and click Edit.
Step 2: Check the slide's data filter
In the slide editor, check which teams, departments or users the slide is set to show.
If the slide shows all teams, change it to the team, department or office the screen should display.
Click Save.
Step 3: Check which feed the feed slide uses
If the problem is on a feed slide, check which feed the slide is connected to.
If the slide uses the Default feed and the screen should only show one team or office, select that team's feed instead.
Click Save.
Step 4: Check the feed's selected teams
Go to the Feed page and select the feed used by the slide.
Click the three dots in the upper-right corner and click Edit.
Under Teams, check Selected teams.
Click Remove next to any team that should not appear on this screen.
Step 5: Check the feed's sources
In the same feed settings, scroll to Sources.
Check that only the sources the screen should show are turned on.
Look for sources that use Set custom team filter. If a source includes All teams or teams that should not appear, update the filter to include only the correct teams.
For metrics and activity types, check the Threshold. Set a threshold if only larger results should create posts, for example $1,000 for Revenue Sold.
Click Save.
Step 6: Check the screen's celebration popup setting
In the left-hand menu, under Other, click Screens.
On the Screens tab, click the affected screen. The screen's settings open on the right.
Under Show celebration popup for, select only the teams that should show celebration popups on this screen.
Step 7: Check the activity's popup setting (if needed)
Do this step if an activity triggers celebrations that should not appear on screens at all.
Click Manage in the bottom-left corner.
Under Company, click Activity Types.
Select the activity type and the activity.
On the Notifications tab, turn Show popup on screen on or off.
Step 8: Reload the screen
In the left-hand menu, under Other, click Screens.
On the Screens tab, click the Reload icon on the screen row.
If several screens are affected, click Reload all screens.
Expected result
After you update the correct settings:
Leaderboards and metric slides show data only from the selected team, department or users.
Feed slides show posts from the correct feed.
Feed posts come only from the teams included in the feed and its source filters.
Feed posts for metrics and activity types appear only when the report reaches the threshold.
Celebration popups appear only for the teams selected on the screen, and only for activities with Show popup on screen turned on.
The changes appear after the screen is reloaded.
Technical details
3.2.1 Data, fields or objects
Field or object | Description |
Screen | Represents a physical TV screen. Shows one or more playlists and celebration popups |
Playlist | A collection of slides. Can be assigned to one or more screens |
Slide | A piece of screen content, such as a leaderboard, metric or feed slide. Can be used in one or more playlists |
Feed slide | A slide that shows posts from one selected feed |
Default feed | The one feed every account has. All users can access it |
Team-specific feed | An additional feed assigned to selected teams |
Feed source | A feature, metric or activity type that can create posts in a feed |
Custom team filter | A source setting that includes selected teams or all teams for that source |
Threshold | A source setting for metrics and activity types. Only reports that reach the threshold create posts in the feed |
Show celebration popup for | A screen setting that decides which teams' celebrations appear on that screen |
Show popup on screen | An activity setting that decides whether reports with that activity trigger a full-screen popup on screens |
3.2.2 Configuration parameters
Setting | Where to configure it | Notes |
Slide data filter | Screens › Slides › three-dots › Edit | Decides which teams, departments or users the slide shows |
Selected feed | Feed slide editor | Decides which feed the feed slide shows |
Selected teams | Feed › three dots › Edit › Teams | Decides which teams are assigned to a feed |
Set custom team filter | Feed › three dots › Edit › Sources | Lets one source include selected teams or all teams |
Threshold | Feed › three dots › Edit › Sources › metric or activity type row | Turn on the toggle and enter a value. Example: $1,000 for Revenue Sold |
Show celebration popup for | Screens › Screens tab › select the screen | Decides which teams' celebrations appear on that screen. Shows All when no teams are limited |
Show popup on screen | Manage › Activity Types › select the activity › Notifications | Turns screen popups on or off for that activity |
Reload / Reload all screens | Screens › Screens tab | Refreshes the screen with the latest configuration and data |
3.2.3 Limits and behaviour
Area | Behaviour |
Default feed | One per account. All users can access it |
Feed slide | Shows one selected feed |
Team filter in feeds | By default, sources only show content from the teams assigned to the feed |
Custom source filters | Can include teams that are not assigned to the feed |
Feed threshold | Applies per metric or activity type source. Reports below the threshold do not create posts in that feed |
Celebration popups | Require Show popup on screen on the activity, and are limited per screen by Show celebration popup for |
Reload | Pulls the latest screen configuration, playlists, slides and data |
Team changes | If a team is moved, renamed or added, check the slide filter, feed settings and celebration popup setting to confirm the screen still shows the correct scope |
3.2.4 Error codes and typical issues
Symptom | Likely cause | How to fix it |
A leaderboard slide shows data from other teams or offices | The slide filter includes the wrong team or all teams | Edit the slide and limit the filter to the correct team, department or users |
A feed slide shows posts from the whole company | The slide is connected to the Default feed | Connect the slide to the correct team-specific feed |
A feed slide shows posts from other teams, although the slide looks correct | The feed includes other teams, or a source uses a custom team filter | Check the feed's selected teams and each source's custom team filter |
A feed slide shows small deals or every single report | No threshold is set on the metric or activity type source | Set a Threshold on the source in the feed settings, for example $1,000 |
Celebrations for the whole company appear on a local screen | Show celebration popup for is set to All | Select only the relevant teams on the screen |
An activity triggers celebrations that should not appear on screens | Show popup on screen is on for that activity | Turn off Show popup on screen in Activity Types |
Changes don't appear on the TV | The screen has not been reloaded | Reload the screen. If it still doesn't update, wait a minute and reload again |
The screen shows unexpected data after a team was moved, renamed or added | The slide, feed or screen setting may not include the updated team | Check the slide filter, feed settings and celebration popup setting, then reload the screen |
What if this doesn't work?
Check the following before contacting Support:
The slide's data filter includes only the correct team, department or users.
The feed slide uses the correct feed, not the Default feed.
The feed's Selected teams includes only the intended teams.
No feed source uses a custom team filter with extra teams or All teams.
Metric and activity type sources have the correct Threshold.
The screen's Show celebration popup for setting includes only the intended teams.
The activity's Show popup on screen setting is correct.
You reloaded the screen after making changes.
If the screen still shows the wrong team, department or feed, contact SalesScreen Support and include:
Company name
Screen name
Slide name and slide type
Feed name, if it is a feed slide
Activity or metric name, if the issue is about celebrations or feed posts
Which team, department or office the screen should show
Which team, department or office the screen currently shows
A screenshot or photo of the screen
Steps you have already tried