Rewards

Work in Progress

This documentation is actively maintained. Features described here may change as the platform evolves. Last reviewed: February 2025.

The Rewards system gamifies sales performance with points, badges, streaks, and leaderboards to motivate the sales team.

Screenshot

My Rewards

1. Go to Sales > Rewards > My Rewards
2. See your current points, badges, and active streaks
3. View reward history

Screenshots Pending

Screenshots for this page will be added once the Production app pages are restored. The app is currently undergoing a codebase optimization.

How Points Work

Points are earned automatically based on sales activities:

Activity	Points
Creating an enquiry	Points awarded
Converting enquiry to quote	Points awarded
Closing a deal (Won)	Points awarded
Collecting payment	Points awarded
Logging a call	Points awarded
Meeting target	Bonus points

Point values are configured by administrators in Sales > Settings > Rewards.

Badges

Badges are earned for reaching milestones:

• Activity badges — Based on number of calls, enquiries, etc.
• Revenue badges — Based on total revenue collected
• Streak badges — Based on consecutive days of activity
• Special badges — Awarded manually by leads/admins

Each badge has a tier (Bronze, Silver, Gold) based on the achievement level.

Streaks

Streaks track consecutive days of sales activity:

• Log at least one qualifying activity per day to maintain your streak
• Longer streaks earn more points and unlock streak badges
• Missing a day resets the streak counter
• The streak indicator shows your current count

Leaderboard

1. Go to Sales > Rewards > Leaderboard
2. See rankings by total points for the current period
3. Filter by time period (weekly, monthly, quarterly)
4. View individual breakdowns

The leaderboard ranks salespeople by their total reward points, showing:

• Rank position
• Name and avatar
• Total points
• Badge count
• Current streak

Manual Rewards

Sales Leads and Administrators can grant manual rewards:

1. Go to reward management
2. Click Grant Reward
3. Select the salesperson
4. Enter points and reason
5. Click Award

Manual rewards are useful for recognizing achievements not captured by automatic tracking.

Reward Configuration (Admin)

Administrators configure the rewards system at Sales > Settings > Rewards:

• Point values for each activity type
• Badge thresholds and tiers
• Streak requirements
• Leaderboard periods

tip

Check the leaderboard regularly to see how you compare with your team. Maintaining daily activity streaks is an easy way to accumulate bonus points.