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
- Confirm the point sources. Decide which events score and with what weight.
- Configure levels and leagues. Define the progression (levels) and the competition groups (leagues).
- Create contests. Launch challenges per period, individual or team.
- Turn on badges and recognition. Choose the trophies (Bronze→Diamond) and how to celebrate achievements.
- Build the coin economy. Define how the team earns coins and set up the prize catalog.
- Manage redemptions. Approve and track the prize redemption queue.
- Create the commission plan. Define tiers, accelerators, SPIFs and clawback rules.
- Track the statements. Check the computation (accrued → approved → paid) and use the simulator.
- Review installment payments. Orders for the same deal remain separate for audit, but commission is allocated cumulatively: installments, PIX + card, and other mixed payments close at the exact plan amount over the total sale. In the statement, those events appear as one row per sale, with shortcuts to every linked order, charge, deal, contact, and organization. Grouping uses only the deal or explicit source links; similar names, amounts, and dates never merge sales.
- Keep one policy per sale. Deal, seller, currency, historical provenance, and plan form the cohort. Refunds, voids, or seller changes rebalance that cohort with append-only entries; a policy change between installments is blocked for review instead of silently changing the amount. Approved or paid statements remain immutable; any later correction is posted in the current period.
- Set the reporting timezone and statement periods. Economic dates follow the account timezone. Existing custom statement periods take precedence over calendar months, and overlapping periods are blocked until corrected so a credit cannot enter two statements.
Points, revenue and commission rules
A ranking can measure points or financial amounts: check its unit and period before comparing sellers. In My points, use the entry explanation to review its source, applied rule and adjustments. Points do not automatically convert into revenue, commission or coins.
Commission components may use different bases and conditions. Review each component's basis, tiers, limits and plan simulation. An inapplicable condition differs from a commission calculated as zero. Components whose conditions and bases do not fit a mixed-payment sale may need review; the platform should not invent one amount for different receipts.
An installment plan keeps the sale linked and recognizes cumulative receipts. Do not confuse the contracted total with the received total. Refunds reduce recognized amounts according to the applicable policy; a partial refund does not mean the sale never received payment. The rule recorded with the first credit guides later reconciliations while preserving history.
When creating a contest, check the metric, unit, period, participants, conditions and criteria offered in the form. Do not infer unavailable criteria from a displayed position. Review standings before distributing prizes.
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).
- Statement per sale: the consolidated row makes review easier without erasing the accounting entries that distribute commission across PIX, card, installments, reversals, and adjustments.
- 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.
- Installments appear to add a few cents too much or too little: confirm every order in the sale is linked to the same deal, seller, and currency. Cumulative allocation removes rounding differences.
- PIX and card appear as two sales: fix the explicit order links so they point to the same deal. The statement never groups by name, amount, or nearby dates because that could merge different customers.
- The same external id appears in different integrations: identity is scoped by payment connection. A legacy unscoped row matching more than one source is blocked until it is linked.
- A period cannot be reconciled: check for overlapping custom commission statements and correct their start and end dates before applying the reconciliation.
- A redemption got stuck: check the redemption queue and pending approvals.