If you run a sales team, you know that nothing lights a fire like a little friendly competition. But keeping scoreboards up-to-date and visible can turn into a chore. This guide is for anyone who wants weekly sales updates—without babysitting spreadsheets or nagging everyone for numbers. We’ll walk through exactly how to create and schedule team leaderboards in Salesscreen, a tool built for sales motivation, so you can automate the hype (and get back to actual selling).
Why bother with leaderboards?
Let’s be real: leaderboards aren’t magic. Used right, they make activity visible and can nudge teams to push harder. Used wrong, they turn into background noise or, worse, demotivate folks. The trick is to keep it relevant, fair, and easy to update—ideally, so you don’t have to think about it.
Salesscreen lets you build and automate leaderboards for your team. But don’t expect it to fix culture or suddenly make everyone a quota crusher. It’s a tool, not a miracle worker.
Step 1: Get your data into Salesscreen
Before you can make a leaderboard, you need data that’s accurate and up-to-date.
What works
- Connect your CRM: Salesscreen integrates with most big CRMs (Salesforce, HubSpot, Pipedrive). If you’re already logging sales there, connect it so deals, calls, and other activities flow in automatically.
- Manual input: For teams working off spreadsheets or with old-school processes, Salesscreen allows manual logging of activities or sales.
- API: If you’re technical, you can push custom data in using their API.
What to ignore
Don’t bother setting up a leaderboard if your data is a mess. Garbage in, garbage out. Get your activity tracking sorted first, or you’ll just end up rewarding the wrong things.
Pro tip: Test the data feed with a few dummy entries. If you can’t trust what’s coming in, stop here and fix it.
Step 2: Decide what you want to measure
Not everything should be on a leaderboard. Focus on what really matters for your team.
Good leaderboard metrics
- Closed deals or revenue: Simple, hard to argue with.
- Calls made or meetings booked: Great for SDRs or early-stage pipeline.
- New accounts added: For expansion or account management teams.
What doesn’t work
- Vanity metrics: Likes, website visits, or anything people can “game.”
- Metrics nobody cares about: If it isn’t tied to goals, skip it.
Pro tip: Pick just one or two metrics per leaderboard, or you’ll confuse people. More isn’t better.
Step 3: Set up your leaderboard in Salesscreen
Now, the fun part. Salesscreen makes it easy, but there are a few things to watch out for.
1. Log into Salesscreen
Obvious, but worth stating. Make sure you have admin rights or the right permissions.
2. Go to the ‘Leaderboards’ section
Find it in the main menu. If you don’t see it, your role may not have access—ask your admin.
3. Click ‘Create Leaderboard’
You’ll be prompted to pick:
- Leaderboard type: Individual, team, or office. Pick team for this guide.
- Metric: Select from the data you’ve integrated earlier.
- Timeframe: Set to “Weekly.” You can choose calendar week or custom week (e.g., Monday-Sunday).
4. Choose who’s included
- Teams: Pick which teams or groups show up.
- Filters: Filter by region, product, or any custom field if needed.
5. Pick a display style
Salesscreen has a few templates: bar chart, classic table, even gamified skins. Go simple. Fancy graphics are fun, but clarity wins.
6. Set up tiebreakers
If two teams tie, what happens? Decide if it’s “first to hit the number” or another metric (like calls made).
7. Save and preview
Double-check that your leaderboard looks right and the numbers make sense. If something’s off, fix it now.
Honest take: Don’t overthink the visuals. Nobody cares about the color scheme if the leaderboard isn’t accurate.
Step 4: Automate your leaderboard schedule
The real power of Salesscreen is in automation. Here’s how to make sure your leaderboard updates—and gets seen—every week, without you lifting a finger.
1. Schedule leaderboard resets
- In the leaderboard settings, look for the “Reset” or “Schedule” option.
- Set it to reset at the start of your sales week (e.g., every Monday at 8am).
- Decide if you want to archive old results for reference.
2. Set up notifications
- Push, email, or Slack: Salesscreen can send weekly leaderboard updates automatically.
- Pick who gets notified: whole team, managers, or just the top performers.
- Set the frequency: Ideally, a summary at the start (to show last week’s winners) and end of each week (for final tallies).
3. Display on screens
- If you have TVs or monitors in the office, connect Salesscreen’s display feature.
- Choose which leaderboards show, and for how long.
- Rotate displays if you have multiple teams or want to highlight different metrics.
4. Share links or embed
- Salesscreen lets you share leaderboard links or embed them in intranet pages or team portals.
- Just make sure permissions are set so only your team (not the whole internet) can see the data.
Pro tip: Don’t spam people with updates. Weekly is usually plenty. More than that, and folks tune it out.
Step 5: Keep it fresh, fair, and useful
Leaderboards lose their punch if you just “set and forget.” Here’s how to keep them working for you:
Rotate metrics
- Switch up the metric every few months to focus on different behaviors (e.g., from revenue to new accounts).
- Announce changes ahead of time so nobody feels blindsided.
Watch for burnout or gaming
- If someone’s always at the top, it may demotivate others. Consider resetting teams or running “rookie” boards.
- Watch out for weird spikes or obvious gaming of the system. Address it directly.
Celebrate wins, not just raw numbers
- Use the leaderboard to call out effort or big improvements, not just the usual suspects.
- Shoutouts in meetings or small prizes work better than just a name in lights.
Ignore the hype
- Don’t expect instant results or a sudden culture shift. Leaderboards are just one piece of the puzzle.
- If it starts to feel like a chore or people stop caring, ask the team what would make it more useful—or take a break.
Wrapping up: Start simple, then iterate
You don’t need a perfect system to get started. The main thing is to make your leaderboard visible, accurate, and easy to update. Automate what you can, avoid the urge to overcomplicate, and listen to your team’s feedback. If something isn’t working, change it up. At the end of the day, it’s just a scoreboard—not a substitute for smart management or a healthy team culture.
Keep it simple, keep it honest, and let the numbers speak for themselves.