Gamification on Sales

Add some competition for your sales team – see which user has made the most sale 'Top Sales' and the most Sales to new clients 'Brand New Bookings'.

Steps to enable gamification on sales

Srep 1 - Go to the main settings page.

Step 2 - Under Settings > Click System Defaults.

Step 3 - Toggle the switch for ‘Use Gamification on Sales’.

Step 4 - Click Update to save the changes.

Steps to view the gamification stats

Step 1 - Select Bookings on the top navigation bar.

Step 2 - Select the History Tab.

Step 3 - Use the Select Range drop-down menu on the right-hand side of the screen, to choose a date range.

Step 4 - Under the Bookings tab – the bookings in the selected range will be displayed.

Red Heart = Top booking by value. Brand New Booking (new client) & New Booking (existing clients).

Yellow Star = All other new bookings – Hovering over the star will display ‘Very Highly Commended’ for brand new bookings (a clients first booking) and ‘Highly Commended’ for all other new bookings.

Step 5 - Under the Top Bookers tab – you’ll see the total booked by each user for the selected range.

All users that made bookings in the selected period are displayed. The users with the Top New Sales and Top Sales are highlighted on the main list and with a pop up.

Red heart - is displayed for each Booking for a Brand-New Client.

Yellow star - is displayed for each New Booking for an Existing client, along with the total value of sales made.