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This reference explains how the two leaderboards rank people, what each one measures, how scope and time period work, how ties are broken, and who is allowed to see another person’s standing. The user-facing roles referenced below are: Admin, Ops Manager, Sales Admin, Sales Member, Client Coordinator, Crew Leader, and Crew Member.

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The two leaderboards

There are two separate leaderboards. Each has its own ranking metric, but both share the same logic for ordering people and for deciding which slice of the board you see.

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What each leaderboard measures

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Sales leaderboard — revenue per lead

The Sales leaderboard sorts by revenue per lead: a person’s total sold revenue for the period divided by their number of leads (opportunities).

Rule — revenue per lead

Revenue per lead is total sold revenue divided by lead count, rounded to two decimals. If a person has no leads in the period, their revenue per lead is treated as zero.
People are sorted by revenue per lead from highest to lowest, and ranks are assigned 1, 2, 3, and so on down the list. Each row also shows extra figures that are displayed but do not affect the ranking: closing ratio, average sale amount, total sold revenue, average return per lead, the count of sold and non-sold estimates, and the total estimate count.

Rule — what counts toward sold revenue

Only estimates in the Sold status count toward revenue and the sold count, dated by when they were sold. Estimates whose status is excluded from the closing ratio are left out. Depending on the workspace setting, revenue can be counted net of sub-services.

Rule — closing ratio on a row

The closing ratio on each row is the person’s sold count divided by their lead count, shown as a percentage. It is zero when the person has no leads.

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Crew leaderboard — time savings

The Crew leaderboard sorts by average time savings, highest first. Production-per-hour and bonus-per-hour are shown on each row but do not affect the ranking. Crew rows are ordered by the database and then numbered 1, 2, 3, and so on.

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Who is eligible to appear

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Sales

A person appears on the Sales leaderboard only if all of the following are true:
  • They had at least one sold or created estimate during the period.
  • Their account is not blocked.
  • They are not on the workspace’s leaderboard exclusion list.

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Crew

A person appears on the Crew leaderboard only if all of the following are true:
  • They have a personal performance period for the timeframe.
  • Their account is not blocked.
  • They hold a Crew Member or Crew Leader role.
  • They are not on the workspace’s leaderboard exclusion list.

Rule — being excluded removes your personal standing

If you are on a leaderboard exclusion list, you do not receive a personal rank — you see only the public top of the board.

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Scope: company vs branch

Both leaderboards can be viewed at one of two scopes:
  • Company scope ranks everyone in your current workspace.
  • Branch scope ranks only the people in one chosen branch, and requires you to pick that branch.

Rule — branch scope needs a branch

If you ask for branch scope without choosing a branch, the request is rejected with branchId is required for branch scope.
For more on how company and branch scoping works across the product, see organization and branch scoping.

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Time period

The leaderboard is calculated for a time period:
  • Sales can be viewed monthly, quarterly, or yearly.
  • Crew can be viewed weekly, monthly, quarterly, or yearly.
The reference month or quarter comes from an optional date, defaulting to now.

Rule — the date must be valid

If the supplied date can’t be read, the request is rejected with Invalid date.

Rule — a time zone is required

Sales figures are bucketed in the relevant time zone — the workspace time zone for company scope, the branch time zone for branch scope. If that time zone is missing, the request is rejected with Organization timezone is required or Branch timezone is required.

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Tie-breaking

Ranking is fully deterministic: when two people have the same primary metric, the order falls through to secondary keys, so two people never share the same rank.

Rule — Sales tie-break order

Sales rows are ordered by revenue per lead (highest first), then by total sold revenue (highest first), then by a stable per-person ordering.

Rule — Crew tie-break order

Crew rows are ordered by average time savings (highest first), then by a stable insertion order.

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Who can see whose numbers

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You must be a signed-in employee

Both leaderboards are available only to signed-in employees of the workspace. External or anonymous visitors are turned away.

Rule — employees only

A non-employee request is rejected with Sales leaderboard requires an employee principal or Crew leaderboard requires an employee principal.

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Branch visibility

Whether you can view a particular branch’s numbers depends on your sales-metrics permission. You may view a branch’s leaderboard only if either:
  1. you have permission to see all branches’ sales metrics, or
  2. the branch you’re asking for is one of your own branches.

Rule — branch you can't see is blocked

If neither condition holds, the request is rejected with You do not have permission to access this branch.
Roles such as Ops Manager and Sales Admin can see sales metrics across all branches, while a Sales Member can see only their own branch. The full breakdown is in the permissions roles matrix.

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What you see in the list

The leaderboard does not hand the entire ranking to ordinary viewers. Instead you get a windowed view — the top of the board plus the people immediately around you.

Rule — paging shows everyone

When a viewer pages through the board, they get a flat page of 10 rows at a time, plus a real total page count. This is the “see everyone” path, used by viewers with the right access.

Rule — the default view is a window

By default you see the top 5 ranks plus a window around your own rank:
  • Sales: your rank plus the two people just above and below you, combined with the top 5.
  • Crew: the top 5 plus four people on either side of you, de-duplicated and re-sorted.

Rule — no personal anchor means top 10

If you have no personal standing — you didn’t identify yourself, or you’re on the exclusion list — you simply see the top 10, with no personal rank.
Your own rank is returned separately from the visible rows. A workspace-wide or branch-wide average — average revenue per lead for Sales, or average production-per-hour and average time savings for Crew — is calculated over the entire eligible group, not just the rows you can see.

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Snapshot rankings

A separate snapshot view produces company-wide rankings for the current period — for Sales, the current month by revenue per lead; for Crew, the current year’s weekly time savings, top 10. These power the leaderboard snapshot notifications and are never limited to a single branch.

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Empty state

If nobody qualifies for the chosen period and scope, the leaderboard comes back empty with zeroed counts and averages, rather than returning an error.

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Quick reference

  • Sales ranks by revenue per lead; Crew ranks by average time savings. Highest first.
  • Sales eligibility: at least one sold or created estimate in the period, not blocked, not excluded.
  • Crew eligibility: a personal performance period, a Crew Member or Crew Leader role, not blocked, not excluded.
  • Scope is company or branch. Branch scope requires choosing a branch, and you can only view branches you’re allowed to see.
  • Ties never share a rank — secondary keys break every tie.
  • Default view = top 5 plus a window around you; paging shows everyone; no personal anchor = top 10.