The leaderboard gives you an overview of each user's sales performance, as well as an event overview. All sales that are signed are registered in the overview on the leaderboard.
To access the leaderboard, tap [Leaderboard] in the menu.
Emphasise sales and value
You can click on the numbers under Sales and Value for each user, which will take you to a pop-up window. Here you will get an overview of the customer name, value of the sale, number of products in the contract, when the sale was created and when the sale was marked as won.
To go directly to the sales card for the relevant sales, tap Open.Tap booked, scheduled, finished, cancelled. When you click on the numbers under Booked, Scheduled, Completed or Cancelled, you will be taken to the same pop-up window. Here you will get an overview of which event it concerns, which customer it concerns, when the event will take place, when the event was booked, when it was cancelled and when it was marked as completed.
Viewing period
You can change which period you want to see in the leaderboard. Tap Month and select the desired period from the drop-down menu. The table will update automatically.
💡 Tip: The default setting for the view period is This month. This means that if you select a different viewing period, it will be reset to This month the next time you tap the leaderboard.