Ranking by project
With a project tool connected, a Projects view ranks the projects by points earned in the period and shows who contributed to each one.
The Projects view shows which projects moved forward the most, and who contributed, for the period selected on the leaderboard.
Who it's for
Sales reps and managers · Free plan
Before you start
- A project management tool must be connected by the manager. Otherwise the View switch is not shown.
Steps
- Open the Leaderboard.
- Under View, click Projects (next to People).
- Each project card shows its rank, its total points and its number of actions in the period, then the contributors ranked by points.
- Click a contributor's name to open their performance page.
- Change the period with the tabs: the projects follow.
Result
Projects are ordered by total points. A project without any action in the period does not appear.
Good to know
- The points shown are the ones earned by team members for tasks, milestones and deliveries of that project, after daily caps.
- Back to People to see the individual ranking, where the same points are counted.
- Excluded projects (see Projects that earn points in the Manager area) never appear.