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 Inställningar.
2. 2Set Dagligt försäljningsmål and save. Att nå detta varje dag håller din svit vid liv.
3. 3Find Vad räknas som en affär? and pick Affärer och fakturor or Registrerade ordrar. Momentum kan räkna affärer från din pipeline eller ordrar från ordermodulen. Allt (topplistor, streaks, flödet och storbilden) följer det här valet. Använder omsättningstidpunkten och reglerna för tillgodoräknande ovan. Nuvarande regel räknar vunna eller signerade affärer tills en administratör ändrar den. För team som registrerar varje affär som en order: telemarketingavdelningar på ordermodulen.
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. Endast poster som uppfyller vald omsättningsregel räknas. Ordrar har en egen bekräftelseinställning.

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 Omsättningstidpunkt och tillgodoräknande when the revenue-scoring update is available:

1. 1Choose När ska omsättningen räknas?: keep the current rule, use only won deals, signed contracts, issued invoices, or fully paid invoices.
2. 2Choose Vem tillgodoräknas resultatet?. 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 Inkludera moms i fakturaomsättningen. These choices require access to the invoices module.
4. 4Press Spara omsättningsregler. A persistent confirmation or error appears beside the button. Unsaved choices send and change nothing.

Räknar varje helt betald faktura en gång på registrerat betalningsdatum. Delbetalningar räknas inte än. Saknade betalningsdatum, utkast, annulleringar och krediterade fakturor utesluts; negativa justeringar minskar omsättningen. 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.

Varje post tillgodoräknas en person fullt ut. Affärens primära ansvariga ersätts av säljrepresentanten om den saknas. Fakturaansvariga har ingen reserv; fakturans säljrepresentant kommer från den kopplade affären. Poster utan ansvarig ingår i totaler, men inte topplistor. När du sparar räknas aktuella och historiska topplistor och tävlingspoäng om. Redan intjänade prestationer ändras inte. Ordrar följer egna inställningar.

The choice applies to native Momentum boards, feeds, targets, streaks, competitions and TV screens when Affärer och fakturor 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.