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Leaderboard

Use the Leaderboard to see top-performing salespeople and teams. Filter, compare time ranges, and identify coaching opportunities.

Why use the Leaderboard?​

  • Recognize high performers and motivate your team
  • Spot trends and areas for improvement
  • Compare performance across time ranges

What’s included​

  • Rankings by selected metrics
  • Filters by team or timeframe
  • Drill-through to underlying records

How to use the Leaderboard​

  1. Go to CRM > Leaderboard.
  2. Select the metric and time range.
  3. Filter by team or salesperson as needed.

Leaderboard overview

Frequently Asked Questions (FAQs)​

Which metrics are available?

Common metrics include opportunities won, revenue, and activity volume. Availability may vary by configuration.