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Sales Performance Management
Create a Leaderboard Rule with Emoji

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Create a Leaderboard Rule with Emoji

Encourage reps to meet company goals by adding emoji to the visual display of team performance rankings.

Required Editions

Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
Available for an additional cost in: Professional Edition with Web Services API Enabled
User Permissions Needed
To create a rollup filter and edit statements:

A Spiff user role with this permission turned on.

Designer Configuration: Manage

To create a leaderboard rule, establish a guided rollup that uses the User object and returns all of the specific users that you want on the leaderboard. Depending on the requirements, select different options to determine the participants. Create calculated fields in a specific order so your data applies to each user in the data set.

  1. Using the rollup that you created, create a calculation that returns the number of total participants in the leaderboard. 
    count(AE_Leaderboard)
    Leaderboard participant count calculation
  2. Create a calculation that returns the quota for each user in the data filter, not just the user selected in the context menu.
    To handle null values, use the default value in the right panel instead of the OR 0 addition.
    quota("QuotaAE", statement_period.end_date, user) OR 0
    Leaderboard quota calculation
  3. Create a calculation that returns the amount of revenue closed for the user in the period.
    Make sure your data filter doesn’t filter by rep. The sumif part of the function performs the conditional rep filtering. If your data filter is filtered by rep, results are shown only for the rep selected in the context menu.
    sumif(ClosedWonInPeriod, OwnerId = user.Id, AR__c)
    Leaderboard closed deal calculation
  4. Create a calculation that returns the monthly attainment.
    To prevent errors when dividing by zero, divide revenue in the period by quota with a null check.
    if(MonthlyAEQuota > 0, UserClosedRevenueInPeriod / MonthlyAEQuota, 0)
    Leaderboard monthly attainment calculation
  5. Create a calculation that ranks the users based on their attainment.
    The rank function returns the opposite of what you expect. If there are five reps, the highest rep returns a 5. Subtracting the rank from the total and adding 1 reverses the order and puts the highest attainment at 1.
    Total_AEs - rank(user, AE_Leaderboard, LeaderboardMonthlyAEAttainment) + 1
    Leaderboard rank calculation

    The top-level formula takes the leaderboard rank and multiplies it by zero because you aren’t summing the ranks, but you want to see the ranks on the leaderboard.

    AE_MonthlyLeaderboardRank * 0 + LeaderboardFields
    Leaderboard rank display calculation
  6. Add the leaderboard fields for visibility on the statement.
    AE_Quota A summary calculation that can be a statement metric for each specific user and shows their quota.
    AE_Rank A version of the AE_MonthlyLeaderboardRank formula.
    FullName A duplicate of the normalized Name field on manually imported data. Normalized fields aren’t available on statements, so duplicating them allows the extra field to be used. 
    if(AE_Quota,0,0) + if(AE_Rank,0,0) + if(FullName,0,0)
    Leaderboard emoji visibility calculation
  7. Add emoji to the leaderboard with the nested if function and set your rankings with the emoji you want. 
    if(AE_MonthlyLeaderboardRank = 1, "1st 🥇",
if(AE_MonthlyLeaderboardRank = 2, "2nd 🥈",
if(AE_MonthlyLeaderboardRank = 3, "3rd 🥉",
if(AE_MonthlyLeaderboardRank > 3, AE_MonthlyLeaderRank, 0))))
    Leaderboard calculation to add emoji

See Also

 
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