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

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.