How to create a Salesforce Leaderboard
Whether you call it a sales leaderboard, a sales scorecard, or a sales dashboard, you know exactly what you want to be looking at right now: a dashboard that displays the sales performance of your sales team.
A sales dashboard displays the metrics that matter most to the success of your sales operation in a way that is clear to you and your team.
And it displays this information in near real-time so that you can optimize performance in real-time.
A great sales leaderboard can be viewed anywhere, on whatever device is in front of you — a wall mounted TV in the boardroom, your phone while you're on the bus, or on your laptop at work.
A proper sales leaderboard allows each member of your sales team to feel certain about how they're performing today, this afternoon, this hour... this minute.
Working without one often means breaking focus to dig through Salesforce or whatever CRM you’re using so that you can get answers to timely questions.
It can feel like a step back in time, like your team is suddenly resigned to announce sales via a gong.
I hope you don't sit beside the gong.
If you do, that’s all the more reason to read on.
Creating a Salesforce Leaderboard with Klipfolio
Klipfolio is a cloud app for building business dashboards, and a primary use case is to build operational sales dashboards.
With Klipfolio, you can connect to whatever data sources you’re currently using to track and report on sales activity — a CRM like Salesforce, HubSpot or Pipedrive; call center and support apps like CallRail, Intercom or Zendesk; or spreadsheets that live on your hard drive, server, or in the cloud.
Once you connect those data sources to Klipfolio, you can build and publish data visualizations that surface your sales data in a way that is intuitive to you and your team, and the visualizations will update as your data updates, so you’ll always know how you’re doing.
To start creating a Salesforce Leaderboard with Klipfolio, watch this detailed video tutorial or read on down below (information on how to publish to a TV wallboard/mobile device is included at the bottom of this post):
Step one: connect your sales data source to Klipfolio
The first step in building custom data visualizations and dashboards in Klipfolio is to connect your data source(s) to Klipfolio.
As an example, if you want to build a sales leaderboard in Klipfolio that draws on Salesforce data, you’d start by creating a sales report in Salesforce, then in Klipfolio you’d connect your Salesforce account.
From there you would be able to search for and connect to that Salesforce report.
Alternatively, you could upload an Excel spreadsheet or connect a Google Sheet via the Google Drive Connector.
Step two: build your custom sales data visualizations
Once your sales data source(s) are connected, you’re ready to start building.
From the dashboard interface click Add a Klip and then Build a Custom Klip.
Pick the data visualization component you’d like to start building with. In building data visualizations for Sales Leaderboards, I like to start with the ‘Blank’ component.
Next, you’ll be asked what data source you’d like to use to build your data visualization. Sticking with the Salesforce example, if you’ve already created the Salesforce Report you’d like to use, you can choose to Connect a New Data Source at this stage, and you’ll be taken to the Connector Gallery.
Type Salesforce in the search field and select the Salesforce Connector. Pick a flow step, then provide your Salesforce credentials to enable you to access your Salesforce data through Klipfolio.
Where you have the option to select a data retrieval method, pick Salesforce Report, unless you want to write a SOQL query to pull in data that way.
Click Select and verify that you’re about to pull in the right data down below. Click Continue and you’ll be taken to the Editor.
In the Editor, you’ll see a variety of data visualization components on the right-hand side which you can drag into the preview screen in the middle.
Your data source will be displayed down below, and you’ll see a formula bar on top of that.
For a step-by-step on how to build a Sales Leaderboard in Klipfolio, be sure to check out the video I included.
The long story made short: once you create your first data visualization and display the relevant metrics and KPIs for one sales rep, you'll duplicate that content, adjust it to show data for another sales rep, and save as so that you’re not writing over the first data visualization you created.
Repeat this process until you’ve created a sales scorecard for all your sales reps, then add them to your dashboard.
Step three: deploy your Salesforce Leaderboard to wall mounted TVs and mobile devices
One of the most valuable benefits of building a sales leaderboard with Klipfolio is that you can easily deploy the dashboard to wall mounted TVs around the office.
To do so, put the dashboard into full screen TV mode by clicking the icon at the top of your dashboard. You’ll have the option to select which of the dashboards in your account you’d like to display (if you have multiple dashboards you can set them up to display on rotation).
Services like Airtame, Chromecast, and Rise Vision can then be used to get your rotating dashboards up on a TV. For more on how to do that, check out these support articles:
And to view your Salesforce Leaderboard on a mobile device, download Klipfolio’s app for iPhone or Android. You can learn more about how to do that here.
Lastly, if you haven’t watched the above 12-minute demo video yet, please do so. That’s the best way to learn how to set this up. You won't regret it (and I promise there aren't any gongs).
Once you have a live sales leaderboard that can be viewed anywhere and at anytime, you’ll be in better control of sales outcomes as they are evolving, and you’ll cut down on reporting time.