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How do I track my team's progress using Leaderboard?
How do I track my team's progress using Leaderboard?

Learn about the two different types of Leaderboards, their purpose and how to set them up.

Sahil Aggarwal avatar
Written by Sahil Aggarwal
Updated over 8 months ago

While all your data resides in Salesforce, using it to track how well your reps are doing toward a common goal has its challenges. Often, progress toward goals is tracked separately, outside of Salesforce, and shared through status reports instead.

Rattle's Leaderboard feature solves that problem by keeping track of shared goals and friendly competition between sales reps and sends you a neat lil update right within your Slack and MS Teams.

The purpose of Leaderboards

  • Create visibility around progress toward a shared goal. 👀

  • Recognize and celebrate top performers. 🎉

  • Encourage friendly competition. 🏆

Use cases

  1. Top 10 reps for this week, last week, this month, last month, or this quarter and last quarter.

  2. Progress towards the company goal of $2 million for the quarter.

  3. SDRs with the most booked opportunities last week, month, and quarter.

  4. SDRs with the highest activity.

  5. AEs with the highest pipeline.

  6. Targeting a $3 million new business win for the quarter.

  7. Tracking each AE's progress relative to their quarter goal.

  8. Identifying the first person to cross $1 million in the year.

  9. Top revenue won from a conference.

  10. Determining which region is generating the highest revenue.

Setting up a Leaderboard

1. Create a new workflow

Navigate to the General workflows tab on the main menu and select Create Leaderboard. Click Leaderboard to start building a workflow.

2. Workflow name and Salesforce object

Start by choosing a name for your leaderboard. This internal naming convention won't be displayed in messages but helps administrators easily identify the purpose.

Then select the salesforce object that will trigger the creation of your Leaderboard. In this example, let's create a Leaderboard to track the number of meetings conducted by SDRs from inbound leads, for Q1.

3. Leaderboard Type

There are two types of Leaderboards, Goal and Competition.

1) Goal Leaderboards

Select this option when your team is working toward a specific end goal. You'll need to set the goal amount in numerics only, since the amount depicts a total count or sum value.

The Goal Leaderboard will depict:

  • A progress bar showing the current amount against the goal amount.

  • Your start and end dates, as well as a countdown.

  • The individual contribution of the top 10 contributors, the amount as well as the percentage against the whole.

  • The example below illustrates a Leaderboard tracking the contributions of closed-won opportunities, achieved by Enterprise AEs, against a goal of USD 3 million ARR for Q1.

2) Competition

Use this type when you want a friendly stacked ranking for achieving the most records, pipelines, leads, etc, without a predefined goal threshold. The employees (contributors) are assigned a rank against their achievements.

For competition-type Leaderboards, enter a catchy title and a descriptive sub-text. This will be displayed in the generated Slack image.

The Competition Leaderboard will depict:

  • A title and sub-title within your workflow

  • The total amount, the sum of accomplishments, or the count of records.

  • Start and end dates, along with a countdown.

  • Ranking of contributors based on their accomplishments, including a percentage indication.

  • For example, the Leaderboard provided illustrates the ranking of meetings scheduled by SDRs for the quarter.


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4. Salesforce Conditions and Time period

Define conditions to identify relevant records for the Leaderboard. In our example, we've set a condition for fields where the Call type equals Inbound.

Pro tip: Turn on the Prior Value function to keep track of the previous value of the field before it changes. This lets you track the progressive change of your contributor's achievements over time.

Next, set the Time period for the Leaderboard. Rattle will track records that match the Salesforce conditions, during the specified duration. You can select between:

  • Static: A fixed start and end date that establishes the field and comparison dates for record inclusion.

  • Dynamic: A relative date range (last month, this month, etc) that a record must be within for leaderboard inclusion.

In the example provided, Rattle will monitor changes to the Last Modified Date field for records that meet the specified conditions throughout the first quarter of 2024, from January 1st to March 31st. Simply put, using the Last Modified Date field, Rattle will track new calls made by your SDRs, when they log them on Salesforce.

5. Operator and Contributor limits

Select how you'd like to keep track of your contributor's achievements and determine the winner.

  • Sum: The leaderboard will create a sum total of a currency or number field on all records that meet the conditions for inclusion. Requires identification of the summary field.

  • Count: The leaderboard will count all records that meet the conditions for inclusion.

Next, specify the number of top contributors to display per page. The upper limit for this is ten per page, keeping the image clean and easily digestible.

6. Group By

Select a pathway for identifying and grouping contributors. Typically the owner's record will work, but you can get creative with other options like region, manager, industry, etc.

7. Opening Text

The Opening Text is the first message that will be delivered when the leaderboard fires and sets the tone for the Leaderboard. Use a cheeky emoji for that lively touch.

8. Message frequency

Schedule when the image will be delivered to Slack. Choose the frequency and time that suits your team best. In the example below, the message will be delivered every Monday at 10 am, Eastern standard time (New York time).


9. Customize the Slack app

Tailor the Rattle bot to align with your brand's design elements and aesthetics.

10. Message delivery

Choose exactly to whom and how the Leaderboard will be delivered on Slack:

  • DM or Channels - Sends the Alert to the individual or a channel

  • Group DM - Creates a Slack group of the selected people, and sends the Rattle alert to the group

Leaderboards cannot be delivered to dynamic user fields, such as Opportunity: Owner. Recipients must be hardcoded/explicitly defined on Slack and MS Teams.

11. Analytics dashboard

Once you've saved your workflow, you can see it listed on the Analytics dashboard, along with its metrics. On this dashboard, you can:

  • Toggle the leaderboard on/off with the active/deactivate button.

  • Utilize functions like editing, cloning, and deleting as needed.

  • See metrics such as the number of alerts sent, last modified, and objects used, among others.
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Congratulations! You've successfully set up a leaderboard in Rattle. This dynamic tool fosters friendly competition, motivates teams, and enhances collaboration within your organization. For further assistance or questions, reach out to your friendly local (dedicated) CSM!

Good luck, and enjoy unleashing the power of Leaderboards in Rattle!
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