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How do Achievements work in SalesScreen?

Achievements are automated celebrations that unlock when a user, team or the whole company reaches a milestone you define, and they award a badge and announce the moment in feeds and on screens.

Written by Marius Ekerholt

Overview

This article explains how Achievements are triggered, which types exist, how rarity labels work, what limits apply on each plan, and what to check when an Achievement does not trigger. It is written for Company Admins and Achievement Administrators who set up Achievements, and for managers who want to understand the behavior. For step-by-step setup, see the related articles at the end.

Who can do this?

Role

What the role can do

Company Admin

Create, edit, enable, disable and manually assign Achievements

Achievement Administrator

Create, edit, enable, disable and manually assign Achievements

Manager

Cannot create, edit or assign Achievements. Managers get an extra “people I manage” filter on the Achievements page.

All users

Unlock Achievements and see the Achievements page, subject to the account’s privacy settings

Which plans include this?

Achievements are included on all plans. The number of active Achievements is limited:

Plan

Active Goal and High-score Achievements

Essentials

Up to 10

Scale, Pro, Enterprise

Up to 60

Top Performer Achievements and disabled Achievements do not count toward the limit.

Requirements

  • Company Admin or Achievement Administrator role to create or change Achievements.

  • Reports must be logged in SalesScreen for report-based Achievements to trigger.

  • For target-based Achievements, the user, team or company must have an active target.

  • To announce on screens, at least one screen or playlist must be set up to show Achievement content, and the players must be online.

When this matters

  • You are planning which Achievements to set up and need to understand the available types.

  • An Achievement did not trigger and you need to understand why.

  • You cannot create more Achievements and need to know whether you have reached the plan limit.

  • Users ask why an Achievement shows a rarity label, or why some show none.

  • An Achievement triggered, but nothing appeared on screens.

How it works

When is an Achievement triggered?

SalesScreen has two ways of triggering an Achievement:

  • Automatic Achievements are evaluated each time a report is added to SalesScreen. If the report meets the conditions you defined, the Achievement unlocks immediately.

  • Scheduled Achievements are evaluated at a set time, not when a report is added. For example, MVP announces the top seller for the previous week on Monday at 08:00.

Which condition types can I use for automatic Achievements?

Condition type

Triggers when

Example

Target progression

A user, team or the company reaches a set percentage of the current target

A team reaches 120% of its sales target in value

Time

A user adds a report within a specific time window. Reports outside the window do not count.

A user reports an offer sent between 18:00 and 23:00

Single report

One report has a value or quantity above a set goal

A user reports a sale of Product A worth more than 100,000

Combined reports

The total of several reports within a period exceeds a goal

A team reports more than 50 offers in one month

Single record

One report sets a new record for the highest value or quantity (personal, team or company)

A user sets a new personal sales record on Product A

Progression

A user, team or company beats the previous period’s result (daily, weekly, monthly or yearly)

The company beats last week’s sales in value

What happens when an Achievement is triggered?

For each Achievement, the admin controls:

Area

What you can configure

Award

Which badge is awarded.

Where it is announced

For example on TV screens and in feeds

Announcement layout

The layout of the on-screen announcement

Soundtrack

The sound played with the announcement

Duration

How long the announcement is shown on screen

How rare is an Achievement?

SalesScreen calculates a rarity label for each Achievement automatically: Common, Uncommon, Rare or Legendary.

  • Rarity is based on how many eligible people actually unlocked the Achievement, averaged over several recent periods.

  • Uncommon, Rare and Legendary Achievements show the label and a line with the share of people who unlocked them recently, for example “Unlocked by 8% recently”.

  • Common Achievements never show a label. This is intentional.

  • Achievements with a rolling window, or that repeat yearly or half-yearly, do not get a rarity label.

  • New Achievements, or Achievements with little unlock data, may show no label for a while. This is expected.

  • Rarity reflects each company’s own data, so the same Achievement can be Common at one company and Rare at another.

  • Admins cannot set rarity thresholds or turn rarity off.

Do Achievements support streaks?

Yes. Streaks are automatic and cannot be turned off. A streak starts when a user unlocks the same Achievement in two consecutive periods. Streaks do not work for single-entry or best-single-entry Achievements, or for Achievements with a rolling window. See “How do Achievement Streaks work in SalesScreen?” for details.

Configuration or setup

Admins manage Achievements from the Achievements page:

  1. Open Achievements in the left-hand menu.

  2. Click Manage Achievements in the top right corner. This opens a side panel over the Achievements page.

  3. Create, edit, enable or disable Achievements in the side panel.

The old Manage → Achievements page has been retired.

Expected result

  • When a report meets the conditions of an automatic Achievement, the Achievement unlocks right away.

  • Scheduled Achievements unlock at the configured time.

  • The user receives the configured badge.

  • The Achievement is announced in the places you selected, such as feeds and screens.

  • The unlock appears on the Achievements page under Recent Unlocks. Large or rare wins may also appear under Highlights.

Technical details

3.2.1 Data, fields or objects

Object

Description

Report

The activity logged in SalesScreen that automatic Achievements are evaluated against

Target

The goal used by Target progression Achievements

Badge

The visual award given when the Achievement unlocks

Rarity label

Common, Uncommon, Rare or Legendary, calculated automatically from unlock data

Streak

The number of consecutive periods in which a user unlocked the same Achievement

3.2.2 Configuration parameters

Setting

Where to configure it

Who can change it

Condition type and thresholds

Achievements → Manage Achievements

Company Admin, Achievement Administrator

Time window (Time Achievements)

Achievement settings

Company Admin, Achievement Administrator

Badge

Award settings in the Achievement

Company Admin, Achievement Administrator

Announcement channels, layout, soundtrack, duration

Announcement settings in the Achievement

Company Admin, Achievement Administrator

Rarity

Not configurable

Calculated automatically

Streaks

Not configurable

Automatic

3.2.3 Limits and behaviour

3.2.3 Limits and behaviour

Area

Behaviour

Plan limit, Essentials

Up to 10 active Goal and High-score Achievements

Plan limit, Scale, Pro, Enterprise

Up to 60 active Goal and High-score Achievements

Not counted toward the limit

Top Performer Achievements and disabled Achievements

Top Performer Achievements

Do not count toward the plan limit.

Active Achievement counter

The top of Manage Achievements shows active Achievements compared with the plan limit, for example 8 / 60.

Drafts

Achievements saved with Save as draft are not active.

Timing, automatic

Evaluated when a report is added

Timing, scheduled

Evaluated at the configured time

Time window

Reports outside the window are not counted

Target progression

Requires an active target for the user, team or company

Rarity

Automatic, not configurable, not shown for Common Achievements

Streaks

Automatic, not available for single-entry, best-single-entry or rolling-window Achievements

Who can manage

Company Admins and Achievement Administrators only

3.2.4 Error codes and typical issues

Error or symptom

Likely cause

How to fix it

Achievement did not trigger

Conditions do not match the logged reports (activity type, threshold, teams)

Check the Achievement’s conditions against the reports that were logged

Achievement did not trigger for an activity outside normal hours

The report was added outside the configured time window

Adjust the time window, for example change the start time from 08:00 to 07:00

Achievement did not trigger even though the activity happened

The report is missing, or was logged with the wrong value, product or user

Check that the report exists in SalesScreen with the correct values

User did not receive a badge

No badge is configured in the award settings

Add a badge in the Achievement’s award settings

Nothing appeared on screens

The Achievement is not set to announce on screens, or no screen shows Achievement content, or the players are offline

Turn on screen announcements, check the playlist and confirm that the players are online

Achievement shows no rarity label

The Achievement is Common, is new, has little data, or repeats on a rolling, yearly or half-yearly basis

No action needed. This is expected behavior.

Manager cannot create or edit Achievements

Managers do not have permission

Ask a Company Admin or Achievement Administrator

What if this doesn’t work?

  1. Confirm that you are a Company Admin or Achievement Administrator.

  2. Check that the Achievement is enabled.

  3. Check that the conditions (activity type, threshold, time window, teams) match the activity you expected to count.

  4. Check that the report exists in SalesScreen with the correct user, product and value.

  5. For Time Achievements, check that the report was added inside the time window.

  6. For screen announcements, check that a playlist shows Achievement content and that the players are online.

  7. If you cannot create a new Achievement, check how many active Goal and High-score Achievements you have against your plan limit.

If the issue is not resolved, contact SalesScreen Support and include:

  • Company name

  • Achievement name

  • The user or team that should have unlocked it

  • The report or activity that should have triggered it, with date and time

  • A screenshot of the Achievement’s conditions

  • Steps you have already tried

Related articles

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