Ranking - Revision history

Ashley DeBon at 12:26, 16 July 2026

2026-07-16T12:26:27Z

Ashley DeBon: /* Current Rankings */

2026-07-16T12:12:03Z

‎Current Rankings

Ashley DeBon: /* Current Rankings */

2026-07-16T12:10:27Z

‎Current Rankings

Ashley DeBon: /* Ranking */

2026-07-16T12:10:17Z

‎Ranking

Ashley DeBon: /* Ranking Groups */

2026-07-16T12:08:57Z

‎Ranking Groups

Ashley DeBon: /* Add Ranking Group */

2026-07-16T12:07:26Z

‎Add Ranking Group

Ashley DeBon: /* Edit Ranking Group */

2026-07-16T12:06:35Z

‎Edit Ranking Group

Ashley DeBon: /* Delete Ranking Group */

2026-07-16T12:05:12Z

‎Delete Ranking Group

Ashley DeBon at 12:03, 16 July 2026

2026-07-16T12:03:31Z

Ashley DeBon: /* Ranking */

2026-07-16T11:57:09Z

‎Ranking

← Older revision		Revision as of 12:26, 16 July 2026
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−	Path: [[Callproof Support]] - [[Website]] - [[~~Dashboard~~]] - [[Ranking]]	+	Path: [[Callproof Support]] - [[Website]] - [[Stats]] - [[Ranking]]

	= Ranking =		= Ranking =

@@ Line 36: / Line 36: @@
 # The '''Current Rankings''' page opens.
 # Review the ranking groups and leaderboards.
 == Search Rankings ==
 Focus on one team’s leaderboard (e.g. “East Field”) or leave blank to scan every group you can see. Managers see all company groups; non-managers only see groups they belong to.
 # Open '''Current Rankings'''.
@@ Line 50: / Line 52: @@
 # Click '''Search'''.
 # The ranking results refresh.
 == Ranking Leaderboard ==

@@ Line 28: / Line 28: @@
 See who is leading in each competition group right now. Use for daily motivation, stand-ups, coaching, and peer comparison without opening reports or exports.
 View live leaderboards showing sales representatives ranked by activity points within each Ranking Group.
 '''Navigation:''' '''Stats''' → '''Ranking'''

@@ Line 7: / Line 7: @@
 Ranking allows users to compare sales representatives based on points earned through CallProof activities such as Event Forms and Events. Rankings are displayed by '''Ranking Groups''' and can be viewed by '''Day''', '''Week''', or '''Month'''.
 Managers can create and manage Ranking Groups, while all users can view rankings for the groups they belong to.
 '''Navigation:''' '''Stats''' → '''Ranking'''

@@ Line 98: / Line 98: @@
 = Ranking Groups =
 Admin home for ranking setup: who competes with whom, and how periods are calculated. Without groups and members, Current Rankings and Dashboard ranking widgets stay empty or useless.
 '''Navigation:''' '''Stats''' → '''Ranking''' → '''Ranking Groups'''
 # Log in as a Manager.
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 # In the right sidebar, click '''Ranking Groups'''.
 # The Ranking Groups page opens.
 == Ranking Groups List ==

@@ Line 133: / Line 133: @@
 == Add Ranking Group ==
 Create a new competition pool (e.g. “Inside Sales”, “Region North”). Starts with a name; you assign reps and date rules on Edit.
 # Click '''Add Group'''.
 # Enter the '''Group Name'''.
 # Click '''Save'''.
 # The Edit page opens for additional configuration.
 == Edit Ranking Group ==

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 First Day of the Week: When Date Mode is Static, set Sunday or Monday as week start so week rankings match payroll, meetings, or sales cadence.
 Sales Reps: Choose who is scored in this group. Only selected (active) reps appear on that group’s Current Rankings table and graph—fair competitions by team or region.
 {| class="wikitable"
@@ Line 170: / Line 178: @@
 # Click '''Update'''.
 # The changes are saved.
 == Delete Ranking Group ==

@@ Line 173: / Line 173: @@
 == Delete Ranking Group ==
 Remove a competition you no longer use so it disappears from Ranking Groups and Current Rankings.
 # Open '''Ranking Groups'''.
 # Click the '''Delete''' (red X) icon.
 # Confirm the deletion.
 # The ranking group is removed.
 == Notes ==

@@ Line 27: / Line 27: @@
 = Current Rankings =
 '''Navigation:''' '''Stats''' → '''Ranking'''
 # Log in to CallProof.
 # Hover over '''Stats'''.
@@ Line 46: / Line 39: @@
 == Search Rankings ==
-=== Purpose ===
+Focus on one team’s leaderboard (e.g. “East Field”) or leave blank to scan every group you can see. Managers see all company groups; non-managers only see groups they belong to.
 # Open '''Current Rankings'''.
@@ Line 63: / Line 52: @@
 == Ranking Leaderboard ==
 Each Ranking Group displays the following information.
@@ Line 85: / Line 73: @@
 == View Ranking Graph ==
-=== Purpose ===
+Open a time-series chart of each rep’s points in that group. Use it to spot streaks, drops, and who is improving over recent hours (day) or days (week/month)—beyond a single ranked list.
 # Open '''Current Rankings'''.
 # Click the '''Graph''' icon beside a Ranking Group.
@@ Line 114: / Line 97: @@
 = Ranking Groups =
+Admin home for ranking setup: who competes with whom, and how periods are calculated. Without groups and members, Current Rankings and Dashboard ranking widgets stay empty or useless.
 '''Navigation:''' '''Stats''' → '''Ranking''' → '''Ranking Groups'''
 # Log in as a Manager.
 # Open '''Stats''' → '''Ranking'''.
@@ Line 158: / Line 132: @@
 == Add Ranking Group ==
+Create a new competition pool (e.g. “Inside Sales”, “Region North”). Starts with a name; you assign reps and date rules on Edit.
 # Click '''Add Group'''.
 # Enter the '''Group Name'''.
@@ Line 171: / Line 139: @@
 == Edit Ranking Group ==
 Update the group name, date calculation, and members.
+Name: Label the competition clearly so Current Rankings, graphs, and managers all refer to the same team board.
-=== Available Fields ===
+Date Mode (Rolling): Use a sliding window for ranking periods—good when you always want “current period so far” rather than a fixed calendar week.
 {| class="wikitable"
@@ Line 194: / Line 162: @@
 | Users included in the ranking group.
 |}
 # Open the Ranking Group.
@@ Line 206: / Line 172: @@
 == Delete Ranking Group ==
+Remove a competition you no longer use so it disappears from Ranking Groups and Current Rankings.
 # Open '''Ranking Groups'''.
 # Click the '''Delete''' (red X) icon.

@@ Line 24: / Line 24: @@
 | Can add, edit, and delete ranking groups
 |}
 = Current Rankings =