How should I use Battles in SalesScreen?

Role: All users, Managers and Company Admins
​Plan: Pro and Enterprise

Battles turn an ordinary work goal into a focused head-to-head challenge.

Instead of waiting for a manager to launch a company-wide competition, users can challenge a colleague around something they want to improve right now. This creates an immediate reason to make the next call, book the next meeting or reach the next milestone.

Battles work best as short, relevant challenges that create energy around an existing priority. They can be started by users, created by managers for others or run between managers based on their teams’ performance.

The goal is not simply to win. It is to turn intention into action and make everyday performance more engaging.

If you are an end user: Battles give you a fun way to challenge yourself with someone else. Use them to create urgency, stay accountable and make an ordinary workday more engaging.

If you are a team leader or manager: Battles help you create immediate action around a specific focus area. Pair relevant users, challenge another manager or boost a Battle to show that the goal matters.

If you are an admin: Battles give users and managers a flexible way to create engagement without launching another large competition. Make sure the right metrics, targets, visibility and coin setup are available.

Start with a specific outcome or behaviour you want to influence.

A good Battle could focus on:

Keep the Battle focused on one metric and one clear reason.

Avoid starting a Battle simply because the feature is available. Participants should understand what they are trying to improve and why it matters.

A Battle should feel motivating and fair to both participants.

Users can challenge a colleague directly. Managers can also create a Battle between two other users, while Manager Battles allow managers to compete based on the combined performance of the teams they manage.

Consider pairing:

Avoid repeatedly pairing the same top performer with someone who has little realistic chance of winning. A good Battle should create excitement, not make the result feel decided before it starts.

Select a Battle format that matches the outcome you want.

Use Be the Best when the winner should be the person with the highest result during the selected period.

This works well for challenges such as:

Use Goal Rush when the winner should be the first person to reach a specific result.

This works well for challenges such as:

Use Target Attainment when participants have different quotas and comparing raw results would not be fair. The winner is based on who achieves the highest percentage of their individual target during the Battle period. Both participants need a target on the selected metric.

The best Battle format is the one that gives both participants a meaningful chance to compete.

Battles work best when participants can connect today’s actions to the result.

A Battle could last:

Use shorter Battles to create immediate energy. Use longer Battles when the metric needs more time to produce meaningful results.

If the challenge runs for too long, it may begin to feel like another competition and lose the urgency that makes Battles engaging.

A public Battle can create energy beyond the two participants. Colleagues can follow the progress through the Battle experience, feed and connected screen content.

Use a public Battle when you want to:

Use a private Battle when the participants want the motivation of a head-to-head challenge without making it visible to the wider team. Private Battles are only visible to the participants.

The participants should feel comfortable with the chosen visibility.

A Battle should feel fun rather than forced.

Use the Battle message or taunt to explain the challenge and create friendly energy. Keep the tone appropriate for your team and avoid messages that could feel personal or disrespectful.

For example:

Think you can book more meetings than me before Friday?

or:

Our teams are going head-to-head this week. Let’s see who reaches target first.

Friendly competition should strengthen team relationships, not damage them.

Coins can make a Battle feel more meaningful, but they are optional.

Participants can stake coins on the outcome when both have enough coins and accept the terms of the Battle. The invited user can accept or decline the challenge, and declining does not put their coins at risk.

Colleagues and managers can also boost an active Battle by adding coins to its prize pool. This gives the wider team a way to support the participants and make an important challenge more visible.

Use coins when they add excitement or reinforce an important focus. Do not make every Battle depend on a large reward. Friendly competition, recognition and “bragging rights” can be motivating on their own.

Do not let the Battle disappear as soon as a winner is declared.

After the Battle:

If a participant improved significantly without winning, recognize that progress too.

The most valuable Battle is one that helps participants understand what worked and encourages them to repeat it.

Keep Battles focused. Use one metric and one clear purpose.

Make the match fair. Pair users with comparable roles, opportunities or performance levels.

Use Target Attainment when quotas differ. This gives participants a fairer comparison based on progress toward their own targets.

Create urgency. Short Battles make the connection between action and outcome easier to see.

Let users take ownership. Encourage users to challenge each other instead of making every Battle a manager-led initiative.

Use Manager Battles for team momentum. Managers can create friendly team-versus-team challenges without setting up a larger competition.

Use visibility intentionally. Make the Battle public when it will create positive energy, and private when the participants prefer a personal challenge.

Use coins as an extra layer. A coin stake or boost can increase excitement, but the Battle should still be meaningful without it.

Recognize more than the winner. Celebrate effort, improvement and behaviours worth repeating.

Do not overuse Battles. Keep them fresh by using them for relevant moments rather than running them continuously.

Want broader guidance on using competitions, recognition and rewards to influence performance? See Running competitions that drive the right behaviour and Recognition and Rewards That Make Behaviour Stick.

A Battle is a head-to-head challenge based on a selected performance metric. It can take place between two users or between managers based on their teams’ results.

A Battle is usually a focused head-to-head challenge between two participants. A Competition is generally a broader manager-led initiative involving a larger group or a longer-term business focus.

A Battle is a challenge against another participant. A Mission is primarily an individual goal that a user works toward themselves.

Yes. Battles are designed to let users challenge colleagues directly when their access and company setup allow it. Managers can also create Battles for other users.

Yes. Managers can use Create for others to place two users in a head-to-head Battle.

A Manager Battle compares two managers based on the performance of the teams they manage, rather than only comparing their individual results.

A Target Attainment Battle compares how much of their individual targets the participants achieve. It is useful when participants have different quotas or expected performance levels.

Both participants must have a target for the selected metric and Battle period. If either participant is missing a target, the option is unavailable.

Yes. The invited participant can accept or decline the Battle. The challenge does not become active until it is accepted.

Yes. A private Battle gives the participants a head-to-head challenge without displaying it to the wider company.

Yes, if coins are enabled and both participants have enough coins. Coins can be staked on the result, and an active Battle can also be boosted with additional coins.

If both participants record a result and the Battle ends in a draw, the coins are split. If neither participant records a result, the coins are refunded.

Managers should use Battles to create immediate action around a relevant focus, encourage friendly competition and recognize the behaviours that lead to stronger results.