Cohorts are custom groups of users, such as "New Starters", "AE vs SDR" or "Nordics Sales", that you can filter on across SalesScreen, the same way you filter on teams and departments. A user can be in several cohorts at the same time, so you can group people without changing your team structure.
Fixed and dynamic cohorts
There are two types of cohort:
| Fixed cohort | Dynamic cohort |
Who's in it | Users you pick by hand | Users who match the filters you set |
New users | You add them yourself | Added automatically when they match |
Best for | One-off or hand-picked groups | Groups based on teams and departments that change over time |
💡 Tip: Use a dynamic cohort if the group follows your org structure, for example "everyone in the three Nordic teams". It stays up to date as people join or move teams.
A fixed cohort. You choose users with Assign users.
How do I create a cohort?
Only admins can create cohorts.
Go to Manage → Organization → Cohorts.
Click Create cohort and give it a name.
Under Cohort type, choose Fixed or Dynamic.
Add users:
Fixed: click Assign users and select the users you want to include.
Dynamic: add filters (see below).
Set who can access the cohort under Access rights (see Who can see and use a cohort?).
Click Save changes.
How do I set up filters for a dynamic cohort?
Dynamic cohorts filter on teams and departments.
Choose Team or Department, then pick one or more under is one of.
Click + Add filter to add another condition.
Click + Add filter group to combine conditions, then choose how they combine:
AND: users must match both.
OR: users can match either.
A dynamic cohort that includes everyone in 2 selected teams or 1 selected department.
The Users list updates as you edit filters, so you can check who will be included before you save. Nothing changes until you click Save changes. Click Discard changes to undo your edits.
How often does a dynamic cohort update?
Dynamic cohorts update automatically every night. Users who match your filters are added, and users who no longer match are removed.
To update straight away, for example after moving someone to a new team, open the cohort and click Refresh cohort. Last updated shows when the cohort was last refreshed.
Click Refresh cohort to update members now instead of waiting for the nightly update.
Can I add users by hand to a dynamic cohort? No. Filters decide who is in a dynamic cohort. To include someone, change the filters or use a fixed cohort.
Can I change a fixed cohort into a dynamic one?
Yes. Open the cohort, switch Cohort type from Fixed to Dynamic, add your filters and click Save changes. Any widgets and competitions already using the cohort will keep using it.
Where can I use cohorts?
Fixed and dynamic cohorts work the same way everywhere:
Dashboards and widgets: show data for cohort members only
Competitions: choose which users take part
Slides (TV screens): show a specific cohort on screen
Achievements: limit who can earn an achievement
Reward shop: limit who can see or redeem rewards
Do competitions pick up new cohort members?
No. A competition includes only the users who were in the cohort when the competition was created. This applies to both fixed and dynamic cohorts. Users who join the cohort later won't be added to a competition that's already running.
Who can see and use a cohort?
You set access for each cohort under Access rights:
Admins only
Managers with access to all users in the cohort
Managers with access to at least one user in the cohort. They only see the users they have access to.