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How to use team performance leaderboards

In this guide, you'll learn how to effectively create and manage a team performance leaderboard using a dashboard.

victoriaworkflowsvictoriaworkflows
·17 Schritte·57 Aufrufe·Veröffentlicht

In this guide, you'll learn how to effectively create and manage a team performance leaderboard using a dashboard. Follow a simple step-by-step process to set up your Leaderboard Report and track key performance metrics seamlessly.

Step-by-step Guide17 Schritte

  1. Click Create

    Click Create
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  2. Click Dashboard

    Click Dashboard
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  3. Type "Leaderboard Report" in Dashboard name

  4. Click Save

    Click Save
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  5. Click Add a new report

    Click Add a new report
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  6. Click Continue

    Click Continue
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  7. Click How much did you start, win, or lose?

    Click How much did you start, win, or lose?
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  8. Click open menu

    Click open menu
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  9. Type "wo" in Downshift 48 input

  10. Click Won time

    Click Won time
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  11. Click Deal created on

    Click Deal created on
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  12. Click Team

    Click Team
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  13. Click Owner

    Click Owner
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  14. Click on "Click here."

    Click on "Click here."
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  15. Type "Team performance " in New deal performance report

  16. Click Save

    Click Save
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  17. Click Save

    Click Save
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