Choose what counts as a sale

Anyone who can open Momentum can change these. They apply to the whole company: leaderboards, streaks, challenges, duels and the TV screen all follow this choice.

1. 1Open Momentum, then Innstillinger.
2. 2Set Daglig salgsmål and save. Å nå dette hver dag holder rekken din i live.
3. 3Find Hva teller som et salg? and pick Avtaler og fakturaer or Registrerte ordrer. Momentum kan telle avtaler fra pipelinen din eller ordrer fra ordremodulen. Alt (ledertavler, streaks, feeden og storskjermen) følger dette valget. Bruker omsetningstidspunktet og krediteringsreglene ovenfor. Gjeldende regel teller vunne eller signerte avtaler til en administrator endrer den. For team som registrerer hvert salg som en ordre: telemarketing-avdelinger på ordremodulen.
4. 4Save. Pick this before you start a challenge. Changing it mid-race rewrites

what yesterday's scores meant, and the board will not explain itself.

Pipeline deals are not sales. Bare poster som oppfyller valgt omsetningsregel teller. Ordrer har egen bekreftelsesinnstilling.

The same page is where you pick the look of Momentum, what celebration media the team is allowed to play, and the TV screens. Those do not change the scores.

Deals in a stage configured as contract-signed also count as sales. Momentum uses the first signing or won date, so moving a signed deal to a won stage later does not count it twice or move it to another day. Lost deals remain excluded.

Momentum credits the primary owner, falling back to the sales representative. Its values use the deal total when present, otherwise the stored amount, with conversion into workspace currency. Older deals can use the close date when the original won/signature timestamp is missing.

The default deal rule does not wait for payment. An administrator can change this in Omsetningstidspunkt og kreditering when the revenue-scoring update is available:

1. 1Choose Når skal omsetningen telle?: keep the current rule, use only won deals, signed contracts, issued invoices, or fully paid invoices.
2. 2Choose Hvem får æren?. A secondary owner can represent a booker or KAM if that matches the workspace's flow. This gives full credit to one person; it does not split revenue or calculate commissions.
3. 3For invoices, choose Inkluder MVA i fakturaomsetningen. These choices require access to the invoices module.
4. 4Press Lagre omsetningsregler. A persistent confirmation or error appears beside the button. Unsaved choices send and change nothing.

Teller hver fullt betalte faktura én gang på registrert betalingsdato. Delbetalinger teller ikke ennå. Manglende betalingsdatoer, utkast, kanselleringer og krediterte fakturaer utelates; negative justeringer reduserer omsetningen. Invoice records without an amount are also excluded. Revenue counts invoices, not distinct deals: several paid invoices on one deal are separate records. Negative paid adjustments reduce the value but remain invoice records in counts. No invoice, deal, payment, salesperson or Plecto configuration is changed.

Hver post gir full kreditering til én person. Avtalens primære ansvarlige erstattes av salgsrepresentanten hvis den mangler. Fakturaansvarlige har ingen reserve; fakturaens salgsrepresentant kommer fra den tilknyttede avtalen. Poster uten ansvarlig inngår i totaler, men ikke rangeringer. Lagring beregner gjeldende og historiske rangeringer og konkurranser på nytt. Allerede opptjente prestasjoner endres ikke. Ordrer følger egne innstillinger.

The choice applies to native Momentum boards, feeds, targets, streaks, competitions and TV screens when Avtaler og fakturaer is selected. Registered orders keep their separate confirmation rule. Reports still have independent definitions; compare their date, credit, VAT and status rules before expecting identical totals. Won reports can use close date while native won scoring uses a recorded won timestamp first.

The data tabs keep recent results when you return and refresh every 30 seconds while visible. Changes made in DealJourney refresh open Momentum results too.

Limit who can use Momentum

An administrator can keep Momentum to some roles only, for example administrators. In the role settings, set Momentum to no access for the roles that should not have it. People with those roles no longer see Momentum in the sidebar, cannot open its pages, cannot read its boards or feed, and get no sale celebration. View only lets a role look at the boards without posting, reacting, or starting challenges and duels. Their own celebration and own goals stay theirs to change.