Leaderboard and performance

Your own numbers for the month, where you stand on the team board, and the challenges and badges your admin sets up.

Two screens show how you're doing. Your numbers counts your own activity this month. The Leaderboard ranks the whole team, and shows the challenges and badges your admin has set up.

Your numbers

On Home, tap Your numbers. Everything on it is for the current month:

• Tiles: Accounts landed, Menu placements, Visits and Cases at activations. Accounts landed are accounts you own that converted this month. Menu placements are menu checks where the menu had a placement. Cases here are the ones logged at activations, not depletions.
• Visits per week: one bar for each of the last 8 weeks. This week is highlighted.
• Activity mix this month: how many visits, menu checks, retail checks, activations and merch installs you logged.
• Landed this month: the accounts you won. Tap one to open it.

The screen is worked out from what's on your phone, so it works offline. Pull down to sync. Kinds of logging your team has switched off drop out.

Managers and admins can switch between Mine and Team. Team counts the activity of everyone whose records are on your phone.

The leaderboard

In the app, open Leaderboard under More. In the portal, managers and admins choose Gamification. Everyone on the team sees the same board. It needs signal; pull down to try again.

Choose what to rank by, and the period: This month, This quarter or This year.

• Points: points from challenges, plus any bonus points for badges, counted in the month the badge is earned. Points are kept by month, so a points board always covers whole months.
• Cases: cases in distributor depletion reports, credited to each account's owner.
• Wins: accounts won, from a first order confirmed by the rep or seen in depletions. Credited to the account's owner.
• Visits: visits logged in the app.

Everyone active on the team is listed, even with nothing yet. Admins, and people who have left, show only if they scored in the period. Ties share a rank. In the app, your own row is marked You.

Challenges and badges in the app

The Leaderboard has three tabs: Board, Challenges and Badges.

Challenges lists the challenges running for you. Each one shows:

• your points towards the goal for this period, and how many points each action earns;
• Done once you reach the goal;
• your streak (periods in a row) and how many times you've completed it.

Some challenges are only for certain people or territories. You see only the ones that include you.

Badges lists every badge, earned ones first, with the date you earned each. An unearned badge says what to do: complete its challenge once, a number of times, or a number of periods in a row.

Points and progress update within a minute of a record reaching the server. Anything you log offline counts once it uploads.

Set up challenges and badges (admins)

Challenges and badges are set up in the portal, under Gamification. In the app, Gamification Setup under More points you there.

Add a challenge. Fill in:

• Counts: what earns points. Visits logged, accounts won, menu placements, merch installs, retail checks, activations, or cases sold from depletions. Kinds your team has switched off aren't offered.
• Resets: Every month, Every quarter, Once or Running total. A running total never completes, so it can't earn badges.
• Points each: points per action. For cases sold, it's points per case.
• Goal (points): the points needed to complete it.
• Who it's for: Everyone, or tick Some territories or Some people. Only those people see the challenge in the app and earn its points.
• Optionally, a description reps see and a note on how it's counted.

Then choose Add challenge. A monthly or quarterly challenge counts from the start of the month or quarter it's created in, so earlier activity in that period counts. Wins and cases go to the account's owner. Merch installs include assets placed.

To change a challenge, choose Edit, then Save changes; it's recounted. Untick Running to pause one. Points already earned stay.

Points update within a minute on their own. Recalculate points recounts everything straight away, for example after changing several challenges.

Add a badge. Give it a name, pick its Challenge, and choose how it's Earned by: First completion, Completed N times or N periods in a row. Set N, a Rarity and any Bonus points, then choose Add badge. Bonus points go on the points leaderboard in the month someone earns the badge; changing them later updates everyone who has it. Each person earns a badge once. Untick Active to retire a badge; anyone who has it keeps it.

Switching it off. Leaderboard and challenges is a Premium feature an admin can switch off. When it's off, the leaderboard and setup screens disappear. See Turn features on or off.