## 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

1. **Open the Rep dashboard.** At a glance, check coin balance, badges, level, monthly points and the
   progress of up to 5 active goals.
2. **Follow the ranking.** See your position on the leaderboard (by metric, period and scope) and on
   the live wallboard.
3. **Manager: open the Sales reports.** Read the three sections — attainment, payout history and
   leaderboard history.
4. **Apply filters.** Narrow by period, rep, metric and scope to answer a specific question.
5. **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.

## See also

- [Sales and Gamification overview](/hc/ajuda/articles/sales-gamification-overview-en)
- [Sales management: portfolio, per-rep isolation and goals](/hc/ajuda/articles/sales-gamification-gestao-de-vendas-carteira-metas-en)
- [Gamification, leaderboard, rewards and commissions](/hc/ajuda/articles/sales-gamification-gamificacao-leaderboard-recompensas-comissoes-en)
- [Real-time wallboard (TELÃO)](/hc/ajuda/articles/sales-gamification-telao-wallboard-en)