Overview
Use Achievements to create engaging milestones that motivate your team to surpass their goals. This article explains what Achievements are, the different types you can create, and what happens when they are triggered.

An Achievement is a celebration that is triggered when someone in your company reaches an important milestone.
You can create custom Achievements for moments that matter to your organization, for example:

Each Achievement can include:

This makes key moments highly visible and rewarding for everyone involved.

SalesScreen offers two categories of Achievements:

Automatic Achievements are triggered immediately after a report is added to SalesScreen, as long as the Achievement’s conditions are met. You can create up to 60 automatic Achievements.

You can base automatic Achievements on several condition types:

Budget progression
Triggered when a user, team, or the entire company reaches a certain percentage of their current assigned budget.
​Example: A team reaches 120% of its sales budget (in value).

Time
Triggered when a user adds a report within a specific time window.
​Example: A user reports an offer sent between 18:00 and 23:00.

Single report
Triggered when a user adds a report with a value or quantity higher than a defined goal.
​Example: A user reports a sale of Product A with a value over 100,000.

Combined reports
Triggered when a user, team, or the entire company adds multiple reports within a specific timeframe and the total value or quantity exceeds a defined goal.
​Example: A team reports more than 50 offers in one month.

Single record
Triggered when a user adds a report that sets a new record for the highest value or quantity ever reported in a single report. You can choose whether this is a personal, team, or company record.
​Example: A user sets a new personal sales record (in value) on Product A.

Progression
Triggered when a user, team, or the company surpasses the result from the previous period (daily, weekly, monthly, or yearly).
​Example: The company surpasses last week’s sales results (in value).

Scheduled Achievements are triggered at a specific point in time, rather than directly from a report being added. The number of scheduled Achievements is not capped.

MVP
A scheduled Achievement that highlights the top sellers at team or company level in a given period.
​Example: The company’s best seller of Product A for the week is announced the following Monday at 08:00.

For each Achievement, you control both how the user is rewarded and how the Achievement is announced.

Achievement award

You can configure:

Achievement announcement

You can decide:

This lets you create highly visible, memorable celebrations whenever important milestones are reached.