8. Widgets: Leaderboards & Reports
Product Marketer@Giift
Updated: Aug 05, 2024
Description
Click through a step-by-step, interactive demo walkthrough of Getcompass, powered by Supademo.
Steps
1
Hi! Let's explore Widgets on Compass!
2
Click here.
3
You can type in your plan name here.
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Click on your plan.
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This is our plan dashboard.
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Click on "Add Widget".
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Click on "Leaderboards".
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Enter your leaderboard name.
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Let's make a Total Sales leaderboard.
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Name your primary metric.
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Let's call it Total Sales.
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Click on "Add Condition".
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After that, click on "Metric".
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Click on "Total Sales".
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Here, you can set your ranking method.
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Here you can add another metric.
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Click here to group your users.
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Type in the field here.
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After, click on "Designation".
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You can add filters here.
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Here are the visibility settings of the leaderboard.
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Click here to give rewards for leaderboard ranks.
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Click on "Save".
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Here, on our dashboard, we'll find our total sales leaderboard that we just created.
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Click here.
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Here, everyone in the leaderboard is available alongside their performance and rank.
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Click here to go back.
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Now, click on "Add Widget".
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Click on "Reports".
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Add your report name.
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Let's call this the "Target versus Sales Chart".
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Click to choose your report type.
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Click here.
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Let's set the X & Y axes of our bar chart now.
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Now, click on "Add Condition".
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Click on your first metric.
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Click on "Add Condition" again.
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Click on your second metric.
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Click here to set your x-axis.
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We'll set this based on the first name field in our user data.
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Click on "First Name".
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Click on "Select group by".
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We'll group by designation.
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Click on "Designation".
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Click here to add more filters.
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Set report visibility here.
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Click on "Save".
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We'll find our new report on our dashboard now.
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Click here.
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Next up, click on "Sales Executive".
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Your chart will be displayed here.
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And that concludes our overview of widgets on Compass.
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Thank you!