Momentum

Momentum is the gamified view of sales activity, under Momentum in the sidebar. It turns the work people are already doing into daily goals, streaks, a leaderboard, challenges and head-to-head duels.

What it shows: your progress towards a daily goal, how many days in a row you have hit it, where you sit against colleagues, and any challenge or duel currently running.

Sales are the core, and activity is optional. The sales numbers come from won deals or registered orders, whichever the company has chosen under Choose what counts as a sale. An administrator can also switch on calls, meetings, emails and completed tasks, with targets for each: Choose what Momentum tracks and set your targets. Nothing is weighted or converted, so a call is never counted as a fraction of a sale.

Momentum only reflects reality if the work is actually recorded. A team that learns to register orders for the leaderboard produces a beautiful chart and no extra revenue, so it works best where the thing being counted is genuinely the thing you want more of.

It shows the people doing well. Boards list at most the top five sellers and never the bottom of the ranking, so a bad week is not put on display. Anyone who is not on a board sees a private note of how far away it is.

Every number can be explained. Select a number to see the records it is made of, and the Hvordan telles dette? button states the rules in plain words. See what to do next to hit today's goal lists the deals you can work today.

It is off by default. If Momentum is not in your sidebar, it has not been switched on for your company rather than being missing: an administrator can enable it. See "Turn features on and off".

Not every team wants this, and that is a legitimate choice. It suits a phone-heavy sales floor far better than a small team of consultants working a handful of large accounts.