Overview
Goal-over-goal lets you stack objectives in layers: beyond the base goal, you create a super goal and a mega goal. Whoever passes a level unlocks the next one, with over-achievement accelerators (growing rewards for going further) and goal chaining (one goal unlocking the next). This keeps the team motivated even after hitting the initial target.
In parallel, collective team rewards reward the whole team when it reaches (or exceeds) an agreed goal. The grant is idempotent by goal, tier and period β meaning the reward is granted exactly once for each combination, with no risk of duplicates.
Prerequisites
- The Sales & Gamification module enabled.
- The sales management permission to create goals, tiers and rewards.
- Individual and/or team goals already structured (see the sales management article).
- Rewards configured (points, badges, coins or prizes) to attach to the tiers.
Step by step
- Create the base goal for the period (per rep or per team).
- Add the tiers super and mega on top of the base, setting each one's trigger (for example, 110% and 130% of the base).
- Configure the accelerators for over-achievement: define what grows as attainment advances.
- Chain goals, if desired: when one goal is completed, the next is unlocked automatically.
- Define the collective reward: choose what the team earns when it hits the agreed goal.
- Track the grant: when the trigger is reached, the collective reward is granted exactly once (idempotent) for that period/tier.
Settings & options
- Goal tiers: base, super and mega, each with its own trigger.
- Over-achievement accelerators: rewards that grow as the rep passes the goal.
- Goal chaining: completing one goal unlocks the next.
- Collective reward: a reward granted to the team when the agreed objective is reached or exceeded.
- Idempotency: each combination (goal + tier + period) yields at most one grant.
Use cases
- End-of-month campaign with base, super and mega to stretch the result.
- Team bonus when everyone together hits the agreed number (not just the top performers).
- A sequence of chained challenges across a quarter.
- An accelerator for those who pass 100% β the more they sell, the more they earn.
Tips, limits & best practices
- Calibrate the triggers so super and mega are ambitious but attainable.
- Combine individual reward (accelerator) with collective reward to balance competition and collaboration.
- Communicate the tiers and prizes clearly β transparency multiplies the effect.
- Trust idempotency: the collective reward isn't granted twice, even with reprocessing.
Troubleshooting
- The collective reward wasn't granted: confirm the team reached the trigger in the period and that the collective reward is attached to that tier.
- A super/mega tier didn't unlock: check that the trigger is above the previous level and within the correct period.
- The accelerator didn't apply: verify the rep actually passed the configured threshold.