Once you have created a team, you can create a leaderboard in order to track progress against a business objective and allow members to see how they stack rank against their peers. Before you get started, here's what you should know:
Admins or Team Managers with Standard or Full permissions can create leaderboards
Each team can have up to 5 leaderboards
i.e. A sales development team may have a team demo quota and team closed won quota
Each leaderboard can have only 1 goal or quota
From the Teams page, click '+ Create leaderboard' from the team card to quickly create a leaderboard:
Or you can click the team card, and click '+ Create leaderboard' on the right hand side:
In the pop-up modal, enter in the the 'Attainment field name' and select the 'Field type'. This field should align with the data source that will be used to populate the leaderboard on the next step.
Use the dropdown to choose the plan that will populate the leaderboard. And then choose the path, shared field, or shared quota from that plan:
On the following screen, choose whether you'd like to create a team goal. If you choose to create a team goal, choose the type of quota, enter the quota amount, and choose the quota period:
In addition, you can expand the 'Attainment index settings' if you'd like to customize the conditional color ranges for your team's leaderboard. The attainment index allows managers and admins to visualize attainment and understand success or failure at-a-glance using conditional color formatting.
Click 'Save' when complete and then head to the Team tab on the Attainment page to start to view team attainment.