The first step is to click on Manage at the bottom left corner of SalesScreen.
A menu will pop up, where you can proceed to click on Achievements under the Gamification headline:
Once on the Achievements management page, you will see an overview of the achievements currently setup. To create a new Achievements click on the + Create new in the top right.
Create a new achievement.
Achievements are split into three groups:
Goal
High Score
Top Performer
You can now tailor the achievement type to what you want without having to make a confusing decision upfront. You can find the previous achievements listed in the new groupings below:
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 |
What is the difference between Goal, High Score, and Top Performer?
Goal: One must reach a defined threshold, whether that be a fixed value (10 meetings), target completion (50% of target), or the value you hit in the previous period.
E.g. Assume a metric for ‘Sum of Revenue’ was chosen:
A team surpasses a fixed value of $20,000 (a team must sell $20,000 within the specified period)
A company surpasses a previous period of a week (meaning the company total must beat their previous total from the week before)
A user surpassed a target completion of 200% (the user hits 2x their relative target within the period specified).
High Score: One must surpass a value that was previously set. As an admin, you do not have to input a specific number for the user to surpass, as it is a constantly changing threshold based on the most recent unlock. Currently, a user or team can set a high-score for the company individually or together.
E.g., A user surpasses the previous user's high score for the company. Or a team surpassing the previous high score set by another team for the company.
In the future, we plan to release functionality for a user setting a personal high score or a team high score.
Top Performer: Top performer achievements can be based on a metric or activity flow, and a user must either be in the top X number of performers in their team/company or achieve a specified hit-rate threshold.
For example, if a user is within the top 3 performers in their company or if a user hits a minimum hit rate of 50%
When creating a Goal achievement, what is meant by target completion?
Target completion refers to a percentage or your set target adjusted for the achievement period. For example, if you created an achievement that can be unlocked weekly and a user has a target of $40,000 ARR for a month, the adjusted target for a week would be $10,000.
100% target completion would require the user to sell $10,000 to unlock it.
150% target completion would require the user to sell $15,000 to unlock it.
How can I customize when Top Performer achievements are repeated?
A Top Performer achievement chosen over a period of a Day, Week, or Month will be repeated indefinitely. However, if the period chosen is ‘Custom’, then the user can configure if they want to repeat the achievement and for how long it should repeat.
The next step it the customization of the badge. Select the badge you would like to represent this achievement. Give it a short and original title and a description much similar to the description in the settings page. Both these fields are required.
The final step is other settings. Upload your own soundtrack which will play when the achievement triggers, or select one of our default soundtracks. You can toggle screen celebration on / off as well as push notification to the mobile application. You can also set the popup duration on screen (in seconds) and award points if you are using the Points module. Click on Save when you are finished.