Role
Primarily Admins and Managers (who configure Achievements)
All users (who can earn Achievements)
Plan
Essentials, Scale, Pro and Enterprise
Note: XP & Levels are only available on Pro and Enterprise.
Prerequisites
Achievements are enabled in your SalesScreen environment
You have permission to create and edit Achievements
If you want to award XP, your company must be on Pro or Enterprise
What is an Achievement?
An Achievement is an automated celebration that is triggered when a user, team, or the whole company reaches an important milestone.
Typical examples include:
Completing a sales budget
Breaking a sales record
Closing 10 deals in a single day
Each Achievement can include:
Screen announcements
Custom soundtracks
Badges
Experience points (XP) (on Pro and Enterprise)
This makes key moments highly visible and rewarding for everyone involved.
What types of Achievements can I create?
SalesScreen offers two main categories of Achievements:
Automatic Achievements
Scheduled Achievements
You can create Achievements according to your plan limits
Automatic Achievements
Automatic Achievements are triggered right after a report is added to SalesScreen, as long as the conditions you defined are met.
You can base automatic Achievements on several condition types:
1. Budget progression
Triggered when a user, team, or the company reaches a certain percentage of their current budget.
Example: A team reaches 120% of its sales budget (in value).
2. 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.
3. Single report
Triggered when a user adds one report whose value or quantity is higher than a defined goal.
Example: A user reports a sale of Product A with a value over 100,000.
4. Combined reports
Triggered when a user, team, or company adds multiple reports in a specific time frame and the total value or quantity exceeds a goal.
Example: A team reports more than 50 offers in one month.
5. Single record
Triggered when a user adds a report that sets a new record for highest value or quantity in a single report (personal, team, or company).
Example: A user sets a new personal sales record (in value) on Product A.
6. Progression
Triggered when a user, team, or company beats the previous period’s result (daily, weekly, monthly, or yearly).
Example: The company surpasses last week’s sales results (in value).
Scheduled Achievements
Scheduled Achievements are triggered at a specific time, not directly when a report is added.
A common example is MVP:
Highlights the top sellers at team or company level for a given period
Example: The company’s best seller of Product A for the week is announced the following Monday at 08:00
There is no hard cap on how many scheduled Achievements you can create (within your overall plan limits).
What happens when an Achievement is triggered?
For each Achievement you control both how the user is rewarded and how the moment is announced.
Achievement award
You can configure:
Which badge is awarded
How many XP (experience points) the user receives (XP available on Pro and Enterprise)
Achievement announcement
You can decide:
Where the Achievement is announced (for example, on TV screens, in feeds)
The layout of the announcement
The soundtrack that is played
The duration of the on‑screen announcement
This lets you create highly visible, memorable celebrations whenever important milestones are reached.
What if this doesn’t work?
Achievements are not triggering as expected
Check that the conditions (activity type, thresholds, time windows, teams) are set correctly.
Verify that relevant reports are actually being logged with the right values and products.
Users are not getting badges or XP
Confirm that the badge and XP amount are configured in the Achievement’s award settings.
Make sure your plan supports XP & Levels if you expect XP to be granted (Pro / Enterprise).
Nothing appears on screens when an Achievement is triggered
Check that the Achievement is configured to announce on screens.
Verify that at least one screen or playlist is set up to show Achievement content and that players are online.


