Achievements

Achievements are badges that agents earn by reaching milestones — closing a number of deals, hitting a personal goal, being the top performer of the week, and so on. Unlike competitions, achievements are not time-bound challenges with prizes: they are a permanent collection an agent builds up over time. Each agent picks one earned badge as their featured achievement, which then shows up next to their name across the dashboard, leaderboards, and slideshows.

Achievements are awarded automatically as agents take action — no admin involvement is needed once a badge is configured. When an agent earns a badge, they get a notification and the badge is added to their collection.

Admins create and manage achievements from the Achievements page in the admin. Agents view the ones they've earned — and the ones still to unlock — on their own achievement page (see Your achievements).

How they work

Each achievement has a type, a badge, and (for some types) a metric and threshold. Depending on the type it is either a single badge or a set of levels — see Badges and levels below. You enable an achievement, and from that point on SalesDash watches for agents who meet its condition and awards the badge automatically.

• Automatic awarding — most types are awarded the moment an agent meets the condition. A few are decided at the end of a week or month (for example "highest value this month"), and one type is awarded by hand.
• Repeatable vs one-off — some badges can be earned again and again (for example a "10 sales this week" badge, once per week), while others are earned a single time.
• Enabling and disabling — an achievement only awards badges while it is enabled. Disabling it stops future awards but leaves already-earned badges untouched.
• Notifications — agents receive a push notification the moment they earn a badge, with a celebration screen they can open to see it.
• Coins — if your tenant uses the Coins feature, each badge (or each level) can grant a coin reward when it is earned. If Coins is not enabled, this is simply not shown.

Badges and levels

Every achievement is represented by a badge — the artwork agents collect. SalesDash ships with a large set of built-in badge families (Alpha, Champion, Hustler, Rainmaker, Titan, Wizard, and many more), and you can upload your own from the Custom badges page.

Badges come in two forms:

• Single badge — one badge, earned once. Used by most achievement types.
• Leveled badge family (I / II / III) — a set of up to three badges of increasing prestige. Used by the metric threshold type, where each level has its own threshold. An agent can hold all three levels of the same family at once.

A custom badge can likewise be a single image, or a family of up to three images for levels I, II, and III.

Achievement types

When you create an achievement you choose its type, which decides what condition earns the badge. The type cannot be changed afterward.

Metric-based

Metric threshold Awards a badge when an agent's metric reaches a target — for example a number of sales, calls, or call minutes. This is the only leveled type: you set a threshold for each of levels I, II, and III. You also choose a time range: all-time, per day, per week, or per month. With a time range, the badge can be earned again in each new period. Example: a "Closer" badge family awarded at 5 sales (I), 10 sales (II), and 15 sales (III) in a week. An agent who closes 12 sales in a week earns levels I and II that week.

Highest value this week Each week, the single agent with the highest value of the chosen metric earns the badge. A different agent can win it each week. Example: the agent with the most calls in a week earns the "Speedy Gonzales" badge.

Highest value this month The same idea over a calendar month — the top agent for the chosen metric earns the badge. Example: the agent with the highest commission for the month earns a "Rainmaker" badge.

Personal goal reached Awards a badge whenever an agent reaches one of their personal goals (see Personal goals). Example: every time an agent hits their weekly sales goal, they earn the "Goal Getter" badge.

Event-based

First activity in a project The first agent to log a qualifying activity in a newly created project earns the badge — one winner per project. You choose which activity types qualify. Only projects created after the achievement is enabled are eligible, so existing projects don't all award the badge at once. Example: the first agent to log a call in any new project earns a "Trailblazer" badge for that project.

Mobile app installed Awarded automatically when an agent enables notifications in the SalesDash mobile app. Example: a "Connected" badge that nudges agents to install the app and turn on notifications.

Manual

Manually awarded There is no automatic condition — an admin awards this badge to an agent by hand. Useful for one-off recognition that no metric captures. Example: an "Employee of the Month" badge handed out at the admin's discretion.

Configuring an achievement

Create an achievement from the Achievements page. The available fields depend on the type you pick:

• Name — the title of the achievement, shown to agents and on slideshows.
• Type — one of the types above. This is fixed once the achievement is created.
• Metric (metric-based types) — which metric the achievement tracks, such as sales count, sales commission, call count, or call duration. Custom activity metrics appear here too.
• Time range (metric threshold only) — all-time, per day, per week, or per month.
• Activity types (first activity in a project) — which activity types count toward winning the badge.
• Levels and thresholds (metric threshold) — set the target value for each level you want to use (I, II, and III).
• Badge — pick a single badge, or for leveled achievements a badge family whose three badges map to the three levels.
• Coins (if Coins is enabled) — the coin reward granted when the badge is earned, set per level for leveled achievements.
• Enabled — whether the achievement is currently awarding badges.

Editing an existing achievement

Changing an achievement's threshold or metric only affects future awards — badges already earned are not recalculated or revoked. Changes to the name, badge, or levels do apply to badges already earned, since those only affect how the badge is displayed. To take back a badge that was awarded by mistake, use the View agents action on the achievement and revoke it there.

Where achievements appear

• The agent's achievement page — every agent has a page showing all achievements, with the ones they've earned in colour and the rest greyed out, plus progress toward the next badge. See Your achievements.
• Featured badge — each agent picks one earned badge to feature. It then appears next to their name on their profile, on leaderboards, and on slideshows.
• Slideshows — there is no dedicated "achievements" slide, but an agent's featured badge shows as a small icon next to their name on leaderboard, ranking, and top-performer slides. See Slideshows.