Step 1: Open Achievements
In the left-hand sidebar navigation, click Manage.
Under Gamification, click Achievements.
You’ll land on Manage Achievements, where you see all existing achievements.
Step 2: Start a new achievement
On the Automatic tab, click + Create new in the top‑right corner.
The Create achievement window will open.
Achievements are grouped into three types (shown in the left menu):
Goal
High-score
Top Performer
Choose the type that best matches what you want to reward.
Goal | High-score | Top Performer |
Target | Single Record High-score | Combined Records MVP |
Time | Combined Record High-score | Average MVP |
Single Record Goal |
| Single Record MVP |
Combined Records Goal |
| Target MVP |
Period Progression |
| Hit rate MVP |
Step 3: Choose achievement type
Goal
Unlocks when someone reaches a defined threshold, such as:
A fixed value (e.g., 10 meetings, $20,000 revenue).
A target completion % (e.g., 50% or 200% of their target).
Previous period (e.g., beat last week’s result).
Example (Goal – fixed value):
A user surpasses a fixed value of $20,000 in Sum of Revenue during the achievement period.
Target completion explained
Target completion is the percentage of the user’s target, adjusted to the achievement period.
Example:
Monthly target: $40,000 ARR
Weekly achievement: adjusted target = $10,000
100% target completion → sell $10,000
150% target completion → sell $15,000
High-score
Unlocks when a user or team beats the current high score. You don’t enter a fixed number; the threshold is always the latest best result.
Examples:
A user beats the previous company high score for a metric.
A team beats the previous team high score for the company.
(Planned future improvements include personal and team‑only high scores.)
Top Performer
Rewards users who are:
In the top X performers (e.g., top 3 in the company or team), or
Reaching a specific hit-rate threshold (e.g., at least 50%).
Top Performer achievements can be based on a metric or an activity flow.
Repetition for Top Performer
If the period is Day, Week, or Month, the achievement repeats automatically.
If the period is Custom, you can choose whether and for how long it should repeat.
Step 4: Configure the achievement
In the Goal / High-score / Top Performer tab:
Select metric – Choose the metric or activity flow the achievement is based on.
Set unlock requirements – Define thresholds, comparison type (fixed value, target completion, previous period, high score, top X, hit rate, etc.).
Frequency & teams – Choose how often it can be unlocked (e.g., daily, weekly) and which teams are eligible.
(Optional) Toggle “Notify users on email when they unlock it”.
Step 5: Design the badge and celebration
On the right side:
Select badge – Choose an icon for this achievement.
Title – Give the achievement a short, clear name.
Description – Describe what is required to unlock it (this is shown to users).
Screen celebration – Turn on/off and pick an animation, or create a new celebration.
(Optional) Upload a custom soundtrack, or use a default one.
Set popup duration on screen (in seconds).
(Optional) Add points/XP if you are using the Points/XP module.
Title and Description are required fields.
Step 6: Save your achievement
When you’re done configuring:
Click Save as draft if you want to finish or review it later.
Click Save and publish to make the achievement active so users can start unlocking it.



