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Adding a Leaderboard
Adding a Leaderboard

How to add a leaderboard in QuotaPath

Updated over a week ago

Once you have created a team, Admins can create a Leaderboard(s) in QuotaPath.

On the 'Teams' dashboard, click into a specific team to create an Attainment Leaderboard to track team attainment and set goals. Click the 'Add Leaderboard' button.

To create a Leaderboard, first choose the 'Attainment field name.' This is what you want to measure. It can be based on a 'Field type' like currency for ARR or Bookings, or a number for Demos set.

The 'Attainment Index' allows Managers to visualize attainment and understand success or failure at-a-glance using conditional color formatting.

Define the conditional color ranges for your team's attainment index. We’ve provided standard Attainment Index points, however Admins can adjust based on company preferences. The Attainment Index is a great way to gauge performance by setting different attainment tiers. Note: this will only be visible to Team Managers and Admins.

Next, you'll create a team goal. These can be aspirational goals or goals based on your finance plan targets, for example. Goals can 'Stay the same' or 'Change over time.' Set the 'Goal Amount' per timeframe. Team goals can be edited by Admins at any time.

Some things to know when creating Attainment Leaderboards:

  • 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

Next, you'll need to populate where you want to source data from. You can read about that in this article.

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