Leaderboards and goals

1. 1Open Overview → Performance.
2. 2Click Add a tracker, or Add the four most common (calls made and conversations this week, deals won and revenue closed this month).
3. 3Answer What do you want to track?, For which period? and Who's included? (Everyone, Just me, Pick people or A team), then set a Goal and a Name.

Each tracker ranks the people in it and shows progress against the goal, such as On pace, Behind pace or Goal reached. The numbers start over at the beginning of each period, and weeks start on Monday.

A Just me tracker is only visible to you. Other trackers are visible to everyone who can open Performance.

For calls, Phone → Overview also lists Top Callers (7d).