Team Attainment Leaderboards in QuotaPath are real-time, interactive dashboards for reps and managers to use as a tool to increase sales.
Start by creating an Official Team
In the Teams tab on the left main navigation bar, Admins can select "Create Team." Once the team is created, Admins can choose to add Managers and create Leaderboards.
The Team Manager role has permission to see Earnings and Attainment Leaderboards for their teams, without Members having to individually share Earnings/Attainment data with Manager(s) to view data
There can be multiple Team Managers
Team Managers won’t be able to add new team members → this addresses privacy/security issues
Next, create a Leaderboard to track attainment and set goals
Admins can create Attainment Leaderboards
Admins can set earnings permissions for Team Managers
A single Official Team can have multiple Attainment Leaderboards
There can be up to 5 Leaderboards per Official Team and 1 goal per Leaderboard
Setting the Attainment Index
The Attainment Index allows Managers to visualize attainment and understand success or failure at-a-glance using conditional color formatting.
First, define the attainment field name and field type for each Leaderboard. Leaderboards can be currency (ex. ARR, Bookings, MRR) or number based (ex. Demos).
Next, define which metrics Members are able to see on Leaderboards in the Attainment Index. We’ve provided standard Attainment Index points, however Admins can adjust based on company preferences.
Setting team goals
Create a goal for the team to achieve. Admins can edit this at anytime.
Team goals can change over time or stay the same. Admins can set the goal amount and timeframe.
When creating a Leaderboard, Admins can set multiple team goals.
Defining the data source
Now that the Attainment Leaderboard is created, it's time to define the data source.
Each Attainment Leaderboard can have a different data source (Plan & Shared Quota, Field or Path). For example, an SDR Team that is compensated on Demos AND Closed Won Bookings. These data sources are what will contribute towards a Member's earnings and attainment data.
Data source must be set for each Member, for each Leaderboard and can be set by Admins.
Data sources must be set before any data populates in the Earnings and Attainment Leaderboards.
Official Team earnings will be pulled in once you specify which plan contributes towards an Attainment Leaderboard. Team Managers will only be able to see earnings for that plan.
Now it's time to view the Attainment Leaderboard!
Attainment Index allows you to gauge Quota Attainment (%).
Quotas are visible in line with Total Attainment and Quota Attainment (%).
You can sort members by Total Attainment or Quota Attainment (%).
Forecast team pipeline
‘Forecast Pipeline’ toggle allows Team Managers to forecast potential Team Attainment and Individual Attainment.
To review permissions,
Admins:
Can create Official Teams
Can make changes to Official Teams at any time
Can create Attainment Leaderboards
Can assign Team Managers to Leaderboards
Can set team goals
Team Managers:
Can view and manage deals for the teams and Members they manage
Have permission to see Earnings and Attainment Leaderboards for their teams
Can Forecast potential Team Attainment and Individual Attainment
Can set team goals
Team Attainment Leaderboards are available to Workspaces on QuotaPath Plus.