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Gamification, leaderboard, rewards and commissions

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Conversa Labs

Conversa Labs

Last updated on Jun 27, 2026

Overview

Gamification brings the team's performance to life. Points are derived from real product events — a deal won in the CRM, a confirmed payment, a catalog sale, a booking or a follow-up conversion — and feed a live leaderboard with a podium, levels, leagues, contests (individual and team), badges/medals (Bronze to Diamond), certifications, public recognition and Pareto analysis.

On top of that layer, the platform brings a rewards economy (coins redeemable for prizes in a catalog) and the commission modules, with tiered plans, accelerators, SPIFs, clawback and auditable statements. Commissions are computed from real events — by default on the confirmed payment, with the option to compute on the won deal.

Prerequisites

  • The Sales & Gamification module enabled.
  • The sales management permission to configure points, rewards and commissions.
  • Real events flowing (CRM, Payments, Catalog, Calendar, Follow-ups) to generate points and compute commissions.
  • A prize catalog and/or commission plan defined, depending on what you'll use.

Step by step

  1. Confirm the point sources. Decide which events score and with what weight.
  2. Configure levels and leagues. Define the progression (levels) and the competition groups (leagues).
  3. Create contests. Launch challenges per period, individual or team.
  4. Turn on badges and recognition. Choose the trophies (Bronze→Diamond) and how to celebrate achievements.
  5. Build the coin economy. Define how the team earns coins and set up the prize catalog.
  6. Manage redemptions. Approve and track the prize redemption queue.
  7. Create the commission plan. Define tiers, accelerators, SPIFs and clawback rules.
  8. Track the statements. Check the computation (accrued → approved → paid) and use the simulator.

Settings & options

  • Leaderboard: live ranking with a podium and real-time updates.
  • Points: derived from real events, with configurable weights.
  • Levels and leagues: individual progression and competition groups.
  • Contests: challenges per period, individual and team.
  • Badges/medals and recognition: trophies from Bronze to Diamond, certifications and broadcast.
  • Coins and catalog: coin earning + redeemable prizes + redemption queue.
  • Commissions: tiered plans, accelerators, SPIF, clawback, statements and a simulator (computed on the confirmed payment by default; won deal as an option).
  • Niche packs (Program Packs): ready-made templates to start fast (SaaS, retail, real estate, infoproduct, agency and B2B).

Use cases

  • A daily ranking on the wallboard with a podium for the top three.
  • A weekend flash contest (SPIF) for a specific product.
  • A prize store where the team swaps coins for benefits.
  • Transparent commission, with a statement the rep can check at any time.

Tips, limits & best practices

  • Start with a few point sources and a lean catalog; grow over time.
  • Use the niche packs to accelerate the initial setup.
  • Note that crediting a commission (computing it) is different from ranking: define each rule clearly.
  • Review redemptions regularly to keep trust in the coin economy.

Troubleshooting

  • Points don't appear: confirm the real events are happening and that the point source is active.
  • The coin balance looks wrong: remember the balance is the sum of the movement history (credits and redemptions).
  • The commission wasn't computed: check the trigger rule (confirmed payment or won deal) and the plan's period.
  • A redemption got stuck: check the redemption queue and pending approvals.

See also