Difference between revisions of "Ranking"

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Update the sales reps needed, rolling (last x days) or static (weekly) report and click update to save.
 
Update the sales reps needed, rolling (last x days) or static (weekly) report and click update to save.
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= Ranking =
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'''Navigation:''' '''Stats''' → '''Ranking'''
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'''URL:''' <code>/rank/</code>
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== Purpose ==
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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'''.
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Managers can create and manage Ranking Groups, while all users can view rankings for the groups they belong to.
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== Access ==
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{| class="wikitable"
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! User
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! Current Rankings
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! Ranking Groups
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|-
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| Logged-in User
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| Can view groups they belong to
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| Cannot manage groups
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|-
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| Manager
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| Can view all company ranking groups
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| Can add, edit, and delete ranking groups
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|}
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= Current Rankings =
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'''Navigation:''' '''Stats''' → '''Ranking'''
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'''URL:''' <code>/rank/</code>
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== Purpose ==
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View live leaderboards showing sales representatives ranked by activity points within each Ranking Group.
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== Open Current Rankings ==
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# Log in to CallProof.
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# Hover over '''Stats'''.
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# Click '''Ranking'''.
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# The '''Current Rankings''' page opens.
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# Review the ranking groups and leaderboards.
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== Search Rankings ==
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=== Purpose ===
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Filter rankings by Ranking Group and reporting interval.
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=== Steps ===
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# Open '''Current Rankings'''.
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# Select a '''Ranking Group''', or leave blank to display all available groups.
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# Select an '''Interval'''.
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# Available intervals:
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#* Day
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#* Week
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#* Month
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# Click '''Search'''.
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# The ranking results refresh.
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== Ranking Leaderboard ==
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Each Ranking Group displays the following information.
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{| class="wikitable"
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! Column
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! Description
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|-
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| Rank
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| Current ranking position.
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|-
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| Sales Rep
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| User included in the ranking group.
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|-
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| Points
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| Total activity points earned.
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|-
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| Trend
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| Indicates whether the user's ranking increased or decreased compared to the previous period.
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|}
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== View Ranking Graph ==
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=== Purpose ===
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Display ranking trends over time.
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=== Steps ===
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# Open '''Current Rankings'''.
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# Click the '''Graph''' icon beside a Ranking Group.
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# Review the graphical trend.
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# Optionally change the Ranking Group or Interval.
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# Click '''Search''' to reload the graph.
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'''Graph Time Range'''
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{| class="wikitable"
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! Interval
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! Graph Data
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|-
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| Day
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| Approximately last 25 hours
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|-
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| Week
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| Approximately last 8 days
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|-
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| Month
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| Approximately last 31 days
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|}
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= Ranking Groups =
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'''Navigation:''' '''Stats''' → '''Ranking''' → '''Ranking Groups'''
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'''URL:''' <code>/rank/groups/</code>
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== Purpose ==
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Ranking Groups define which sales representatives compete together and how ranking periods are calculated.
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== Open Ranking Groups ==
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# Log in as a Manager.
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# Open '''Stats''' → '''Ranking'''.
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# In the right sidebar, click '''Ranking Groups'''.
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# The Ranking Groups page opens.
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== Ranking Groups List ==
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The list displays all configured groups.
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{| class="wikitable"
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! Column
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! Description
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|-
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| Name
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| Ranking Group name.
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|-
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| Date Mode
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| Rolling or Static.
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|-
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| First Day
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| Sunday or Monday for Static mode.
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|-
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| Sales Reps
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| Members of the ranking group.
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|-
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| Edit
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| Modify the ranking group.
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|-
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| Delete
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| Remove the ranking group.
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|}
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== Add Ranking Group ==
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=== Purpose ===
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Create a new competition group for sales representatives.
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=== Steps ===
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# Click '''Add Group'''.
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# Enter the '''Group Name'''.
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# Click '''Save'''.
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# The Edit page opens for additional configuration.
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== Edit Ranking Group ==
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=== Purpose ===
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Update the group name, date calculation, and members.
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=== Available Fields ===
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{| class="wikitable"
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! Field
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! Description
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|-
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| Name
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| Ranking Group name.
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|-
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| Date Mode
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| Rolling or Static.
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|-
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| First Day of the Week
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| Sunday or Monday (Static mode only).
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|-
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| Sales Reps
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| Users included in the ranking group.
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|}
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=== Steps ===
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# Open the Ranking Group.
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# Update the required information.
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# Select '''Rolling''' or '''Static''' for Date Mode.
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# If using Static mode, choose the '''First Day of the Week'''.
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# Select the Sales Representatives.
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# Click '''Update'''.
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# The changes are saved.
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== Delete Ranking Group ==
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=== Purpose ===
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Remove a ranking group that is no longer required.
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=== Steps ===
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# Open '''Ranking Groups'''.
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# Click the '''Delete''' (red X) icon.
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# Confirm the deletion.
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# The ranking group is removed.
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== Notes ==
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* Rankings are based on CallProof activity points.
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* Users only see Ranking Groups they belong to.
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* Managers can view all Ranking Groups.
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* Ranking Groups must contain Sales Representatives before rankings appear.
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* Date Mode controls how ranking periods are calculated.
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* Static Date Mode allows the first day of the week to be configured.
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* Current Rankings can be viewed by Day, Week, or Month.
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* The Graph displays ranking trends over time.
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* Trend indicators compare the current period with the previous period.
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* Ranking Groups are required before leaderboards display meaningful data.

Revision as of 11:53, 16 July 2026

Path: Callproof Support - Website - Dashboard - Ranking


Sales Rep Rankings

What are Rankings?

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.


Index of Ranking Groups

Rankings

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.

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.



Add New Ranking Group
Edit Ranking Groups

Creating a Ranking Group

On the right side of the main Rankings screen is a link for Ranking Groups. Select this to view, edit, create, or delete current ranking groups.

When viewing the ranking groups select Add Group next to the green + to add a new group.

Supply the new name and click Save.

At this point, the Edit Ranking Group screen will appear and allow addition of sales reps and how to run the rankings.

Date Mode determines how the ranking are calculated. Rolling will be the last XX number of days. When viewing the rankings, the last day, week, or month will be options. If Static is select, ranking will be calculated on the morning of the week start day. If Monday is selected, every Monday morning the rankings will calculated for the previous week.

Click on the Sales Reps that in the group.

Click Update to save changes made on this screen.


Edit Ranking Group

From the Ranking Groups page, click on the group name or notepad to edit the group.

Update the sales reps needed, rolling (last x days) or static (weekly) report and click update to save.


Ranking

Navigation: Stats → Ranking

URL: /rank/

Purpose

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.

Access

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

Navigation: Stats → Ranking

URL: /rank/

Purpose

View live leaderboards showing sales representatives ranked by activity points within each Ranking Group.

Open Current Rankings

  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

Purpose

Filter rankings by Ranking Group and reporting interval.

Steps

  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

Purpose

Display ranking trends over time.

Steps

  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

Navigation: Stats → Ranking → Ranking Groups

URL: /rank/groups/

Purpose

Ranking Groups define which sales representatives compete together and how ranking periods are calculated.

Open 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

Purpose

Create a new competition group for sales representatives.

Steps

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

Edit Ranking Group

Purpose

Update the group name, date calculation, and members.

Available Fields

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.

Steps

  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

Purpose

Remove a ranking group that is no longer required.

Steps

  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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