Analytics | Web App

Article Overview 

This article demonstrates how to navigate Leaderboards, Metrics, and My Stats on the SalesRabbit+ Web App. Field sales run on competition. When reps can see exactly where they stand in real time, effort rises on its own, and managers can coach the right behaviors before the week is lost.

Note: this feature is currently in EARLY ACCESS for select accounts.

Part 1: Analytics Permissions

This part reviews the available analytics permissions available within SalesRabbit+. In order to perform analytics actions, a user's assigned role must have the appropriate permission set.

• From the SalesRabbit Web App, navigate to "Settings" -> select "Roles & Permissions".
• Select a "Role" to edit permissions for.
• Analytics Permission:
  • Metrics Configuration:
    • View: view team-wide performance metrics and reporting.
    • Manage: view and manage team-wide performance metrics and reporting.
  • Leaderboard: view the leaderboard on web and mobile, which ranks reps by performance metrics.
  • My Stats: view personal performance statistics.
• Click "Save" in the bottom right corner to apply any changes made.

Part 2: Leaderboard

This part demonstrates how to navigate the Leaderboard page.

• From the SalesRabbit Web App, navigate to "Analytics" -> select "Leaderboards".
• From this page, users can view top performers by team or by individual users, ranked by a selected metric.

• The "Teams Leaderboard" displays metric data by team.
  • Users can filter the displayed leaderboard data by team and/or a date range.

• The "Users Leaderboard" displays metric data by individual user (rep).
  • Users can filter the displayed leaderboard data by team(s), user(s), and/or a date range.
  • Tip: a user's leaderboard count will not change if their leads are deleted or reassigned to a new lead owner.

• Select a user on the Rep Leaderboard to view that rep's "My Stats" in a right-hand pop-out.
  • Click the "Download Report" button to generate a pdf report card with that user's stats and breakdowns of each metric.

• Users can click the "Export" button to download a CSV file of Team or Rep leaderboard information.
• The selected leaderboard and date range will be downloaded as a CSV file.

• Team Leaderboard export example:
  • Note: exported Team Leaderboards will include columns for each metric's average/reps.

• Users Leaderboard export example:

Part 3: Metrics

This part demonstrates how to configure the metrics to track users by on the leaderboard. Managing metrics include adding new and editing existing metrics. Metrics are primarily based on lead status changes.

Tip: it's recommended to update your workspace's Lead Statuses first in order to assign appropriate statuses to the correct metrics.

• From the SalesRabbit Web App, navigate to "Analytics" -> select "Leaderboard" -> select "Configure" in the upper right corner.

• Admins are able to view the following information on this page:
  • Metric Name: the name of the metric.
  • Definition: the icons for which statuses are counting toward that metric.
  • Type: what type of metric it is (Action, Outcome, or Conversion Rate).
• New metrics can be added by clicking the "Create Metric" button.
  • Note: each workspace has a limit of 10 metrics.

• When creating/editing a metric, users will need to determine the following:
  • Metric Name: provide a name for the new metric.
  • Metric Type:
    • Action Metric: will give credit to the lead owner when lead's status is updated by the lead's owner.
      • If selected, choose which lead status(es) will count toward the metric.
    • Outcome Metric: will give credit to the lead's owner when the lead's status is updated by any user.
      • If selected, choose which lead status(es) will count toward the metric.
    • Conversion Rate Metric: a ratio comparing two metrics or statuses.
      • If selecting this type, select which metrics to compare.
      • Conversion rate metrics cannot compare two other conversion rates.
  • Lead Statuses: select the status(es) that will count toward that metric.
    • Note: at this time, Locked Lead Statuses cannot count toward any metric.
  • Count Unique Leads: enable or disable this toggle.
    • Toggle Disabled: the metric will count every status changes, including leads marked with the same status multiple times
    • Toggle Enabled: the metric will count each lead status once per period, on its first matching status.
• Click the "Add Metric" button when finished.
  • Note: in the below example, we created a metric called "Follow Ups" to track when a user marks/updates any lead to the follow up status.

• The order the metrics are displayed on the list determines the order they'll appear on the Leaderboard.
• Click and drag the metric(s) in the order you'd prefer them to display on the leaderboard.
• Additionally, click the three dot icon to "Edit" or "Delete" an existing metric.

• Metrics will display on the leaderboard to the right of the team or user name:

• Tip: enabling the "Show Deactivated" option will displayed all deactivated user's stats for the set time period.

Part 4: My Stats

This part demonstrates how My Stats displays on the Web App. My Stats is an individualized scorecard showing a logged in user's performance during a specified date range.

• From the SalesRabbit Web app, navigate to "Analytics" -> click "My Stats".
• Users are able to view their own performance data within set date ranges (Today, Week, Month, Year, and custom date range).

• Individual Metric Information will display in their own widgets.

• Selecting a metric display a graph/breakdown of that metric below.
• View a breakdown of how many leads each user has dropped within certain hours of that day and a breakdown how of many leads of each status the user has created.

Pro Tips

• A user's leaderboard numbers will not change if their leads are deleted or when leads are assigned to a new owner.
• For more information about leaderboards/My Stats on mobile, visit the Analytics | Mobile App article.