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How to use Leaderboard: Users widget
Posted by The Team at Mindmatrix on 14 March 2018 08:04 PM

Feature:

This widget will provide the Admin User (e.g. Sales Manager) to view the progress and status of all other Users he has permission to.

Who will be using this?

This widget will be used by Admin Users (can be added to any Dashboard) but will be default used in “Sales Manager” Dashboard.

Benefits:

This widget will help User to view and analyze the progress and status of other Users he has access to.

Process:

The “Leaderboard: Users” widget will be default in “Sales Manager” Dashboard but can be added to any Dashboard through Setup > Dashboard’s “Add Widget”. fa-graduation-cap is the icon for the widget.

 

This widget will display the list of Users (those whom the logged-in User has access through by Users and Organizations permission). The pagination will be set based on the number of records fitting in the widget height. There will be sorting based on Score(default if no Opportunities permission), Engagement, Last Login, shared leads count, emails sent count, assets used count and if Opportunities exist then Opportunities count (default if Opportunities permission exists), Closed count and Closed Ratio count. There will be 3 periods of Today, Last 7 days (default) and Last 30 days.

 

  • It will show the User’s “Name” along with “Organization Name” (If there is no Organization associated then “Franchise” name from the profile and if this also doesn’t exist then the “Company” name.) Clicking on the User’s name will display the User report page and based on User permission the Info page through “Views”. If the User has Organization permission then clicking on Organization name will load the report page and based on further permission it will show the “Info” page through “Views”.
  • There will be “profile” photo displayed if any has been provided by the User. This will be similar to the circle place holder in profile pop-up of top nav.
  • The “Score”, “Engagement Status” of the User and the “Last Login” date-time will always be current one for which ever period User selects.
  • Training” status will be shown if any linear playbook is associated with the User at that current moment. If there is no linear playbook associated then it will be mentioned as “NA”. If playbook is completed then it will be marked as “ü” and if still in progress then “û”. This will be current value for any of the selected period. If there exist “ü” or “û” sign then clicking on it if the logged-in User has permission to the playbook it will display the playbook.
  • Shared Leads” is the count of contacts which the User is the Owner and the Creator is some other User based on the created date of the contact for the period selectede. those contacts created today and made Owner will be counted if the period selected is today. Clicking on the count will display these contacts if they are shared with the logged-in User.
  • Emails Sent” is the count of emails sent through email campaign by the User within the period selected. This will be total of the “email sent” count of each email campaign shown in Communicate > Email sent folder for the period selected. Clicking on the count will load all the email campaigns list for the period and on individual click will display the report (similar to email summary report).
  • Assets Used” is the count of all the Assets used (customized, sent or downloaded) by the User within the period selected. This will consist of Print, PPT, Documents, Videos, Images, Web, Dataroom and eBook used by the User within the period. Clicking on the count will list down the templates/document/images/videos used in that period mentioning the asset type and with corresponding actions on each of them. This will be displayed in modal similar to asset search without “Asset search configuration” i.e. all in single tab.
  • The third set of stats will only be displayed if the logged-in User has “Opportunity” permission.
  • Opportunities” is the count of all the opportunities(active, closed-won, closed-lost) owned by the User of all the Opportunity types (if more than one) created within the time period selected. It will also display the sum of the Opportunities Amount in brackets. If there is more than one Opportunity type in the count then it will display the list of Opportunity types on click of the count, while mentioning the count and amount of each type in the grid. Further clicking on the opportunity type it will show the records if shared with logged-in User. If there is single Opportunity type then it will directly show the record list if shared with logged-in User.
  • Closed” is the count of all the opportunities owned by the User of all the Opportunity types (if more than one) which were closed-won within the time period selected. It will also display the sum of the Opportunities Amount in brackets. If there is more than one Opportunity type in the count then it will display the list of Opportunity types on click of the count, while mentioning the count and amount of each type in the grid. Further clicking on the opportunity type it will show the records if shared with logged-in User. If there is single Opportunity type then it will directly show the record list if shared with logged-in User.
  • Closed Ratio” is the percentage of all the opportunities closed-won out of total opportunities owned by the Usere. (Closed-Won Count / Total) X 100 (rounded up to integer). This will be average of all opportunity types if there are more than one opportunity types used by the User. This will remain static for any of the period selected as it is overall percentage. If there is more than one Opportunity type in the count then it will display the list of Opportunity types on click of the count, while mentioning the count, amount and closed ratio of each type in the grid. Further clicking on the opportunity type it will show the records if shared with logged-in User. If there is single Opportunity type then it will directly show the record list if shared with logged-in User.

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