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Set Targets, Commission, and Leaderboard

Goal: Give each agent a measurable goal, tie a commission plan to their performance, and publish a leaderboard so the whole team can see where they stand. Who does this: Sales Manager Before you start: Agents must have employee records in the system. Decide your target period (monthly, quarterly, custom) and commission structure before starting.

Steps​

Set agent targets​

  1. Sales Manager Open Employee Lead Targets. Navigate to HR → Employee Lead Targets in the sidebar.

  2. Sales Manager Create a target. Click Create Target (or + New Target). Select the employee, choose the target period, pick the metric (New Customers, Deposits, FTDs, Trading Volume, or Conversions), and set the target value. Click Save. Repeat for each agent. See Targets & Commission.

  3. Sales Manager Track progress. The targets list shows each agent's current progress bar and achievement percentage. Targets update automatically as customers take actions — no manual update needed.

Configure commission plans​

  1. Sales Manager Open Sales Commission. Navigate to HR → Sales Commission.

  2. Sales Manager Create a commission plan. Click Create Plan. Enter a name and description, then choose the commission type — Flat Rate (fixed amount per action), Percentage (share of transaction value), or Tiered (escalating rates at higher achievement). Define the trigger event (deposit, trade, conversion), set the rate(s), and configure any eligibility rules (minimum deposit, days active, first-time-deposit-only). Click Save. See Targets & Commission.

Set up the leaderboard​

  1. Sales Manager Assign employees to targets (required for leaderboard eligibility). Employees must have active targets set (step 2 above) before they can appear on the leaderboard. Navigate to Employees → Employee Targets to confirm assignments. See Leaderboard Update.

  2. Sales Manager Create a leaderboard. Go to Admin Settings → Leads → Leaderboard Setup and click + Create. Give it a name and choose the Type (e.g., Sales or DW/Retention) and the rules that govern ranking.

  3. Sales Manager Add participants. Open the leaderboard you just created, go to the Participants section, and assign the employees who should compete on it. See Leaderboard Update.

  4. Sales Manager View live rankings. Navigate to Leads → LB (Rankings) to see the current standings. See Performance Tracking for the full suite of reports including Employee Insights, Call Summary, and Call Rating Report.

What happens next​

Agents can see their own targets and commission earnings from their personal dashboard. Rankings on the leaderboard update in real time as activity is recorded. Commission reports are available under HR → Sales Commission and can be exported for payroll processing.