Overview
Which one of your sales reps is selling the most? Keep track of your best sales reps and motivate your sales team with the Sales Leaderboard widget! The Sales Leaderboard Widget will show them ranked by sales revenue won. There is no limit to the number of sales reps shown and the widget is sourced from the Sales Rep Report
Filters
Date | The widget uses the Job's accepted date; if the Job has no accepted date, it uses the date the Job became active. |
Operation | Pulls revenue from jobs with selected operations. Select one or more operations. |
Notes
The Sales Leaderboard like the Sales Rep Report may not include totals from jobs that have invoices rolled up (RUPs), which can cause the widget total to differ from the Jobs Report.
To appear on the widget, a sales rep must have closed jobs matching the widget's configured Date range and Operation filter.