How to Easily Build a Sales Leaderboard

Have you heard about the benefits of Sales Leaderboards and how they can change the workplace environment? Are you looking for a solution that will motivate your team’s daily tasks and create a healthy competition between reps? In this post, you will discover why Leaderboards are a powerful tool and how to set one up!

First things first, it is important to know that Leaderboards are one various methods for sharing KPIs with your team. Hurrah! has several layouts for sharing different types of indicators through the workplace. We call them Slides!

What is a Slide

In Hurrah!, a Slide is the select template that appears on the screen in order to share important performance data with your team. A sequence of Slides is what we call a “Slideshow” and this sequence is what will run for your reps during the working hours.

With each type of Slide, you’ll be able to share interesting information about the team’s performance. For each KPI, we often need different layouts and designs. For example, if you want to keep your team attentive with deadlines, a countdown is ideal.

Some of the most used Slides in Hurrah!

Multi-column Leaderboard Slide: can be used to display multiple values at the same time, to have a better understanding of the global performance or simply display additional useful information. Such as sellers that have created the most opportunities, number of leads, etc.

Announcement Slide: this is the perfect slide to improve communication with your team. It displays a custom message that can be used to announce company events, personal milestones, inspiring quotes, and so on.

Media Slide: with this slide, you’ll be able to play short video files or display images on the special media slide. It can be used to showcase a company accomplishment or upcoming event.

Each of the slides has the ideal design for different situations, metrics, and goals. The best part is that you can always diversify. After all, using only one kind of Slide can bore your reps. And that’s the opposite of what you are looking for, right?

Why should I use Leaderboards for my team

Well, among all the Slide templates, the best known and most used is the Leaderboard template. Are you wondering why? Leaderboards are particularly effective in creating a healthy competitive environment.

They are responsible for bringing that perfect dose of gamification into the sales routine. The fact that the reps are been ranked, stimulates the desire of being in first place. And, consequently, to be recognized for all their hard work.

How to Easily Create a Sales Leaderboard on Hurrah! in 5 steps

Now that you understand why the Leaderboard template is the big winner (pun intended 😋) when it comes to different types of Slides, let’s see how easy it is to create one.

Despite its ability to stimulate complex behaviors in your team, it is very simple to create. There are no excuses for not using it! Take a look at its simple creation in Hurrah:

1# — Selecting a Slideshow

The first thing you’ll need to do is select a Slideshow (the presentation in which you want to insert the new slide).

Start off by going to the SLIDESHOWS tab and select one.

After doing that, click on SLIDES. Click on the + symbol and start creating your new slide!

2# — Slides Gallery: Choosing your Slide Type

This is Hurrah’s Slides Gallery! Here you’ll see all the templates for creating slides. In this case, we are going to choose the Bar Graph Leaderboard template.

3# — Giving information to build your Leaderboard!

Now your slide will need some information. Such as: how many reps do you want to see on the Leaderboard? Which metric do you want to track and rank? For how long? A week, a month, a day? Put all of this data in and you will display it on the TV!

4# — Choosing the Background

This is the visual part. The background brings about the energy that you want to transmit to your team.

Scrolling down on this same page, you’ll find the “Background” selector. Click on this image to bring you to the gallery.

After this, you’ll see the vast array of backgrounds. Now you’ll need just to choose one!

5# — Saving your Slide!

This is the big moment! Your Slide template selected. Your Metric selected. And your Background selected. Now all you need to do is just click SAVE (found in the top right-hand corner).

That’s all! Your new Leaderboard is in your presentation and ready to run. 😃

This article was originally published on our company’s blog, feel free to check it here: How to Easily Build a Sales Leaderboard.

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Alejandro Morales

CEO at CRM Gamified, where we aim to help companies recognize, reward and motivate their people by using gamification techniques. https://crmgamified.com/