Welcome to OneUp! 💙
Congratulations on setting up your OneUp Free Trial! We're thrilled to have you on board and can't wait for you to discover the value our platform brings to your team's performance tracking and motivation.
This guide will walk you through the essential features to help you get the most out of OneUp from day one.
Step 1: Create Your Targets
Why start here? Targets are the foundation of your OneUp experience. Setting them up first will:
Make your dashboards more visually appealing and functional
Enable consultants to understand how they are performing and where they need to be spending their time
Unlock features like target leaderboards
Enable target tracking across all reporting
Getting started: Navigate to the Targets section and begin creating targets for your key metrics. Whether it's revenue goals, call volumes, or adding candidates, establishing these benchmarks will power everything else on the platform.
Step 2: Build Your First Dashboard
Now that your targets are in place, it's time to create a dashboard that brings your data to life.
Try this: Create a company-wide dashboard that displays overall performance in one centralised view. This gives everyone visibility into how the business is tracking at a glance.
Pro tip: Add ratios in an activity widget to your dashboard. This is proving popular with our clients right now and creates a more comprehensive view of performance beyond just raw numbers.
Step 3: Add Leaderboards
Leaderboards aren't just eye-catching—they're powerful motivators. 💪
How to use them: Add leaderboards to your dashboard for instant visual impact. They integrate seamlessly and create healthy competition.
Think beyond revenue: While revenue leaderboards are popular, don't limit yourself.
Try creating leaderboards for:
Business development calls
Total calls made
Client meetings booked
Any metric that matters to your team
Step 4: Launch a League
Ready to take competition to the next level? It's time to set up a League.
Why leagues work: Leagues create structured competition that drives engagement and performance across your entire team.
The winning formula: Consider adding a prize to your league. This simple addition sparks immediate competition and helps drive those stats upward, creating more business flow from day one. The prize doesn't have to be a monetary value, it can be an early finish, decide where we go for our next company social.
Step 5: Explore the Reporting Suite
Our reporting suite is one of our most loved features, and for good reason.
Start simple: Create a KPI report that consolidates pipeline activities in one place. Choose your preferred timeframe and get instant visibility into what matters most.
The advantage: Having all your key metrics in a single, customisable report saves time and provides clarity for decision-making.
Step 6: Set Up Automations
Why manually send reports when OneUp can do it for you?
Automate your workflow: Set up automations to email reports—like that KPI report you just created—directly to inboxes on your chosen schedule.
Time saved: Instead of remembering to pull and send reports, let automation handle it while you focus on what matters most.
Need Help?
If you have questions or need assistance with any of these features, our support team is here to help. We're committed to ensuring you get maximum value from your OneUp experience.
Happy tracking! 💙