Overview
The Conversa Labs Sales module has consumption surfaces (where you read the numbers) and a live surface (the wallboard). There are three consumption surfaces:
- Rep dashboard — the individual read: your coins, badges, level, monthly points and the progress of your goals.
- Manager view — the aggregated team picture, assembled from the ranking (leaderboard), the Reports and the wallboard.
- Sales reports — the analytical panel for attainment, commission payout history and ranking (leaderboard) history, with CSV export.
Above all of these, the wallboard (TELÃO) shows the ranking live on an office TV. Across every surface, the numbers derive from real product events — deals won in the CRM, confirmed payments, bookings, follow-ups that convert. There is no manual entry: what you read is what the operation actually produced.
Prerequisites
- The Sales & Gamification module enabled on the account.
- Real events flowing through the platform (CRM deals, payments, bookings) so there is something to score and report.
- Active goals in the current period, so attainment has a reference.
- To open the Sales reports and the CSV exports (including a specific rep's book), you need
the sales-management permission (
sales_manage) — or be an admin. The Rep dashboard does not require it.
Step by step
- Open the Rep dashboard. At a glance, check coin balance, badges, level, monthly points and the progress of up to 5 active goals.
- Follow the ranking. See your position on the leaderboard (by metric, period and scope) and on the live wallboard.
- Manager: open the Sales reports. Read the three sections — attainment, payout history and leaderboard history.
- Apply filters. Narrow by period, rep, metric and scope to answer a specific question.
- Export to CSV. Download the commission statement or the ranking history to reconcile or analyze outside the platform.
Settings & options
Rep dashboard
The individual read is always of your own portfolio. The widgets:
| Widget | What it shows | Where it comes from |
|---|---|---|
| Coin balance | Coins available to redeem | Sum of the coin ledger (credits minus debits) |
| Badges earned | How many badges you have earned | Badge awards granted to you |
| Current level | Your level and the cumulative points behind it | The highest level whose point threshold you crossed |
| Monthly points | Points accrued in the current month | Point events for the current month |
| Active goals | Up to 5 goals (yours, your team's and the account's) with attainment % | Active goals plus the computed attainment |
Manager view
The manager consolidates the team from three sources: the leaderboard (ranking by metric × period × scope), the Sales reports (attainment, payout and ranking history) and the live wallboard. This is where portfolio, goals and ranking connect: the portfolio sets the owner of each deal, goals set the target, and the ranking orders who is closest to hitting it. The Rep dashboard stays individual even for a manager — the team view comes from the ranking and the Reports.
Sales reports
The analytical overview has three sections:
| Section | What it brings |
|---|---|
| Attainment | Attainment % per active goal, with the actual value and the computed date (up to 50 goals, highest first) |
| Payout history | Commission totals per period: accrued, approved and paid |
| Leaderboard history | The winner (1st place) per period and metric |
Available filters:
| Filter | Effect |
|---|---|
Period (period_start) |
Considers records from the given date onward |
Rep (payee_id) |
Restricts to a single rep's statement (individual book) |
Metric (metric) |
Filters the ranking history by metric |
Scope (scope_type) |
Filters the ranking history by scope type (account/team/rep) |
CSV export
The export accepts ?kind=commissions or ?kind=leaderboard (without the parameter, the default is
commissions):
| Export | When to use | Columns |
|---|---|---|
Commissions (?kind=commissions) |
Reconcile payout and accounting | payee_id, period_start, period_end, status, total_accrued, total_approved, total_paid |
Leaderboard (?kind=leaderboard) |
Analyze the ranking history | rank, user_id, team_id, scope_type, period_type, period_start, metric, value, trend |
Permissions and privacy
- The Rep dashboard is isolated per rep: each metric (coins, badges, level, points) is filtered by your user. A rep cannot see another rep's numbers.
- The ranking (leaderboard/wallboard) is the shared, competitive view.
- The Sales reports and the CSV exports require the sales-management permission. Pulling a specific rep's book (the rep filter) is also a management action.
Use cases
- The rep opens the dashboard in the morning and sees, in seconds, how close they are to the monthly goal.
- The manager uses the Reports to spot who is above and below attainment per goal.
- Finance exports the commissions CSV to reconcile the period's payout.
- Leadership exports the leaderboard history to analyze how the ranking evolved across periods.
Tips, limits & best practices
- Treat the Rep dashboard as a daily ritual — it is the fastest way to see goal progress.
- In the Reports, start with no filters and narrow gradually; overly tight filters can empty the result.
- Attainment lists active goals from highest to lowest — use it to prioritize who needs support.
- The commissions export reflects the payout statement; the leaderboard export reflects the ranking snapshots. Pick the one that answers your question.
Troubleshooting
- Empty dashboard: there are probably no scoreable events in the period (deals, payments, bookings) or no active goals. Confirm CRM/Payments/Calendar usage and the existence of active goals.
- Empty report: the filters may be too tight or the scope wrong. Widen the period, clear the rep/metric filter and review the scope type.
- Export blocked: you do not have the sales-management permission. Ask an admin to grant the right role.