Ranking
See how the team compares and find your own place by appointments, dials, decision makers, conversations or won deals.
The ranking compares the performance of the employees in the chosen period. You find it in the menu under Overview → Ranking. It needs the modules CRM and Reporting.
Only projects you may also see otherwise count. A person appears as soon as they have at least one counted activity in the period.
Layout
The page has three blocks:
- Podium: places 1 to 3 according to the chosen ranking. If a place is not yet taken, it shows ‘free’.
- Leaderboard: all people with place, value and a bar compared with the leading person. You recognise yourself by the addition ‘You’ and the coloured background. Under each name are the other four values.
- Your standing: your place (‘of N’), the gap to the next higher place (‘X more to place 2’ or ‘You are leading.’) and three quotas as rings.
Period, view and project
At the top you choose the period: 7 days, 30 days (default), This month or 90 days. The period ends today.
With Project you limit the ranking to one project. If your organisation has projects of the type ‘Own sales’, View also appears with ‘All’, ‘Client projects’ and ‘Own sales’. The project list then follows the chosen view.
Ranking order
With the buttons above the leaderboard you choose what to sort by:
| Value | What is counted |
|---|---|
| Appointments | First bookings (setting appointments) that people booked in the period |
| Dials | Documented outgoing calls |
| Decision makers | Conversations with a decision maker |
| Conversations | Held settings (intro calls) |
| Won | Won opportunities after closing 1 or closing 2 |
The counting method is the same as in the dashboard, which also states who receives a figure (for example an appointment goes to the person who set it, a held conversation to the person who carried it out).
If values are equal, people share the place. The order within a place follows the dials, and then the name.
Your quotas
In the block ‘Your standing’ you see:
- Reach rate: reached dials divided by all dials,
- Decision makers: decision makers divided by all dials,
- Appointment rate: appointments divided by decision makers.
Below each is ‘X of Y’. If you have no activity in the period yet, the note ‘No activity from you in the period yet’ appears. Without a denominator, ‘–’ is shown.
Updating
The ranking updates itself when calls, outcomes, appointments or project access change. Tasks, files or settings do not change it.
Worldwide
At the top you switch between Team and Worldwide. Worldwide, you compare yourself with all people and organizations on Leadmode who take part, by Appointments, Dials, Decision makers or Booking rate (appointments per decision maker, from 20 decision makers), for This week, This month or This year. People and Organizations switch the ranking.
Taking part is voluntary and has two steps:
- An admin enables participation for the organization (“Employees may take part”) and decides separately whether the organization itself appears in the organization ranking. Organizations only appear with at least three active employees.
- After that, each person consents themselves when opening “Worldwide” for the first time. Without consent you do not see the worldwide ranking and do not appear in it.
Others only see your first name with the first letter of your last name (for example “Max M.”) and your metrics, never your full last name, email address, photo or organization. Under Participation you can stop at any time; you disappear immediately and your numbers are deleted. Admins turn off the organization's participation there as well.
Worldwide numbers are synchronized hourly, your own when you open the page and when you call or book appointments. More in the privacy policy under “Worldwide ranking”.