Difference between revisions of "Ranking"

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Path: [[Callproof Support]] - [[Website]] - [[Navigation Bar]] - [[Dashboard]] - [[Ranking]]
+
Path: [[Callproof Support]] - [[Website]] - [[Stats]] - [[Ranking]]
  
 +
= Ranking =
 +
Points can be assigned to many action within Callproof such as checking into an appointment, making a call, and submitting an Event Form. 
 +
The value of these points can be customized to meet company needs. 
 +
Ranking groups can be created to divide markets, areas, or teams within a company.  Reps must be in a ranking group to be included in the rankings.  If no sub-groups are needed, just create one group and include all sales reps.
 +
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'''
  
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== What are Rankings? ==
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{| class="wikitable"
 +
! User
 +
! Current Rankings
 +
! Ranking Groups
 +
|-
 +
| Logged-in User
 +
| Can view groups they belong to
 +
| Cannot manage groups
 +
|-
 +
| Manager
 +
| Can view all company ranking groups
 +
| Can add, edit, and delete ranking groups
 +
|}
 +
<div style="clear:both;"></div>
  
−
Points can be assigned to many action within Callproof such as checking into an appointment, making a call, and submitting an Event Form.
+
= Current Rankings =
 +
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.
 +
[[File:RankingIndex.png|250px|thumb|right|Index of Ranking in Callproof.]]
 +
 
 +
'''Navigation:''' '''Stats''' → '''Ranking'''
 +
# Log in to CallProof.
 +
# Hover over '''Stats'''.
 +
# Click '''Ranking'''.
 +
# The '''Current Rankings''' page opens.
 +
# Review the ranking groups and leaderboards.
 +
<div style="clear:both;"></div>
 +
 
 +
== 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.
 +
[[File:RankingSearch.png|250px|thumb|right|Ranking Search.]]
 +
 
 +
# Open '''Current Rankings'''.
 +
# Select a '''Ranking Group''', or leave blank to display all available groups.
 +
# Select an '''Interval'''.
 +
# Available intervals:
 +
#* Day
 +
#* Week
 +
#* Month
 +
# Click '''Search'''.
 +
# The ranking results refresh.
 +
<div style="clear:both;"></div>
 +
 
 +
== Ranking Leaderboard ==
 +
Each Ranking Group displays the following information.
 +
 
 +
{| class="wikitable"
 +
! Column
 +
! Description
 +
|-
 +
| Rank
 +
| Current ranking position.
 +
|-
 +
| Sales Rep
 +
| User included in the ranking group.
 +
|-
 +
| Points
 +
| Total activity points earned.
 +
|-
 +
| Trend
 +
| Indicates whether the user's ranking increased or decreased compared to the previous period.
 +
|}
 +
 
 +
== View Ranking Graph ==
 +
 
 +
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.
 +
# Review the graphical trend.
 +
# Optionally change the Ranking Group or Interval.
 +
# Click '''Search''' to reload the graph.
 +
 
 +
'''Graph Time Range'''
 +
 
 +
{| class="wikitable"
 +
! Interval
 +
! Graph Data
 +
|-
 +
| Day
 +
| Approximately last 25 hours
 +
|-
 +
| Week
 +
| Approximately last 8 days
 +
|-
 +
| Month
 +
| Approximately last 31 days
 +
|}
 +
 
 +
= 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.
 +
[[File:RankingGroupIndex.png|250px|thumb|right|Index of Ranking Groups in Callproof.]]
 +
'''Navigation:''' '''Stats''' → '''Ranking''' → '''Ranking Groups'''
 +
# Log in as a Manager.
 +
# Open '''Stats''' → '''Ranking'''.
 +
# In the right sidebar, click '''Ranking Groups'''.
 +
# The Ranking Groups page opens.
 +
<div style="clear:both;"></div>
 +
 
 +
== Ranking Groups List ==
 +
 
 +
The list displays all configured groups.
 +
 
 +
{| class="wikitable"
 +
! Column
 +
! Description
 +
|-
 +
| Name
 +
| Ranking Group name.
 +
|-
 +
| Date Mode
 +
| Rolling or Static.
 +
|-
 +
| First Day
 +
| Sunday or Monday for Static mode.
 +
|-
 +
| Sales Reps
 +
| Members of the ranking group.
 +
|-
 +
| Edit
 +
| Modify the ranking group.
 +
|-
 +
| Delete
 +
| Remove the ranking group.
 +
|}
 +
 
 +
== 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.
 +
<div style="float:right; margin:0 0 1em 1em;">
 +
 
 +
{| style="border:0;"
 +
| [[File:RankingGroupAdd.png|250px|thumb|Add Group Click (pencil) icon]]
 +
| [[File:RankingGroupAddView.png|250px|thumb|Add Group]]
 +
|}
 +
 
 +
</div>
 +
# Click '''Add Group'''.
 +
# Enter the '''Group Name'''.
 +
# Click '''Save'''.
 +
# The Edit page opens for additional configuration.
 +
<div style="clear:both;"></div>
 +
 
 +
== 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.
 +
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.
 +
Date Mode (Static): Anchor rankings to calendar periods (with a defined week start) so weekly/monthly boards match how your company measures the week or month.
 +
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.
 +
<div style="float:right; margin:0 0 1em 1em;">
 +
 
 +
{| style="border:0;"
 +
| [[File:RankingGroupEdit.png|250px|thumb|Edit Group Click (pencil) icon]]
 +
| [[File:RankingGroupEditView.png|250px|thumb|Edit Ranking Group]]
 +
|}
 +
 
 +
</div>
  
−
The value of these points can be customized to meet company needs.
+
{| class="wikitable"
 +
! Field
 +
! Description
 +
|-
 +
| Name
 +
| Ranking Group name.
 +
|-
 +
| Date Mode
 +
| Rolling or Static.
 +
|-
 +
| First Day of the Week
 +
| Sunday or Monday (Static mode only).
 +
|-
 +
| Sales Reps
 +
| Users included in the ranking group.
 +
|}
  
−
Ranking groups can be created to divide markets, areas, or teams within a company.
+
# Open the Ranking Group.
 +
# Update the required information.
 +
# Select '''Rolling''' or '''Static''' for Date Mode.
 +
# If using Static mode, choose the '''First Day of the Week'''.
 +
# Select the Sales Representatives.
 +
# Click '''Update'''.
 +
# The changes are saved.
 +
<div style="clear:both;"></div>
  
 +
== Delete Ranking Group ==
 +
Remove a competition you no longer use so it disappears from Ranking Groups and Current Rankings.
 +
[[File:RankingGroupDelete.png|350px|thumb|right|Delete Ranking Group]]
  
−
== Rankings ==
+
# Open '''Ranking Groups'''.
 +
# Click the '''Delete''' (red X) icon.
 +
# Confirm the deletion.
 +
# The ranking group is removed.
 +
<div style="clear:both;"></div>
  
−
The initial screen will show the current rankings.  All groups are shown by default.  Select a group and search to only view a particular group.
+
== Notes ==
  
−
If the ranking are '''Rolling''', an option for length of time to report will be present. Select how far back to go in history for calculating points.
+
* Rankings are based on CallProof activity points.
 +
* Users only see Ranking Groups they belong to.
 +
* Managers can view all Ranking Groups.
 +
* Ranking Groups must contain Sales Representatives before rankings appear.
 +
* Date Mode controls how ranking periods are calculated.
 +
* Static Date Mode allows the first day of the week to be configured.
 +
* Current Rankings can be viewed by Day, Week, or Month.
 +
* The Graph displays ranking trends over time.
 +
* Trend indicators compare the current period with the previous period.
 +
* Ranking Groups are required before leaderboards display meaningful data.

Latest revision as of 12:26, 16 July 2026

Path: Callproof Support - Website - Stats - Ranking

Ranking

Points can be assigned to many action within Callproof such as checking into an appointment, making a call, and submitting an Event Form. The value of these points can be customized to meet company needs. Ranking groups can be created to divide markets, areas, or teams within a company. Reps must be in a ranking group to be included in the rankings. If no sub-groups are needed, just create one group and include all sales reps. 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

User Current Rankings Ranking Groups
Logged-in User Can view groups they belong to Cannot manage groups
Manager Can view all company ranking groups Can add, edit, and delete ranking groups

Current Rankings

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.

Index of Ranking in Callproof.

Navigation: Stats → Ranking

  1. Log in to CallProof.
  2. Hover over Stats.
  3. Click Ranking.
  4. The Current Rankings page opens.
  5. 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.

Ranking Search.
  1. Open Current Rankings.
  2. Select a Ranking Group, or leave blank to display all available groups.
  3. Select an Interval.
  4. Available intervals:
    • Day
    • Week
    • Month
  5. Click Search.
  6. The ranking results refresh.

Ranking Leaderboard

Each Ranking Group displays the following information.

Column Description
Rank Current ranking position.
Sales Rep User included in the ranking group.
Points Total activity points earned.
Trend Indicates whether the user's ranking increased or decreased compared to the previous period.

View Ranking Graph

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.

  1. Open Current Rankings.
  2. Click the Graph icon beside a Ranking Group.
  3. Review the graphical trend.
  4. Optionally change the Ranking Group or Interval.
  5. Click Search to reload the graph.

Graph Time Range

Interval Graph Data
Day Approximately last 25 hours
Week Approximately last 8 days
Month Approximately last 31 days

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.

Index of Ranking Groups in Callproof.

Navigation: Stats → Ranking → Ranking Groups

  1. Log in as a Manager.
  2. Open Stats → Ranking.
  3. In the right sidebar, click Ranking Groups.
  4. The Ranking Groups page opens.

Ranking Groups List

The list displays all configured groups.

Column Description
Name Ranking Group name.
Date Mode Rolling or Static.
First Day Sunday or Monday for Static mode.
Sales Reps Members of the ranking group.
Edit Modify the ranking group.
Delete Remove the ranking group.

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.

Add Group Click (pencil) icon
Add Group
  1. Click Add Group.
  2. Enter the Group Name.
  3. Click Save.
  4. The Edit page opens for additional configuration.

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. 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. Date Mode (Static): Anchor rankings to calendar periods (with a defined week start) so weekly/monthly boards match how your company measures the week or month. 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.

Edit Group Click (pencil) icon
Edit Ranking Group
Field Description
Name Ranking Group name.
Date Mode Rolling or Static.
First Day of the Week Sunday or Monday (Static mode only).
Sales Reps Users included in the ranking group.
  1. Open the Ranking Group.
  2. Update the required information.
  3. Select Rolling or Static for Date Mode.
  4. If using Static mode, choose the First Day of the Week.
  5. Select the Sales Representatives.
  6. Click Update.
  7. The changes are saved.

Delete Ranking Group

Remove a competition you no longer use so it disappears from Ranking Groups and Current Rankings.

Delete Ranking Group
  1. Open Ranking Groups.
  2. Click the Delete (red X) icon.
  3. Confirm the deletion.
  4. The ranking group is removed.

Notes

  • Rankings are based on CallProof activity points.
  • Users only see Ranking Groups they belong to.
  • Managers can view all Ranking Groups.
  • Ranking Groups must contain Sales Representatives before rankings appear.
  • Date Mode controls how ranking periods are calculated.
  • Static Date Mode allows the first day of the week to be configured.
  • Current Rankings can be viewed by Day, Week, or Month.
  • The Graph displays ranking trends over time.
  • Trend indicators compare the current period with the previous period.
  • Ranking Groups are required before leaderboards display meaningful data.
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