The Rankings tab shows the individual performance of each sales rep within a Sales Brain (Playbook), allowing you to compare results, identify top performers, and detect who needs attention. It includes cards with the leaders per metric, a team status bar, and a full table with the ranking of all reps.
1. How to access
- Go to the main menu → Dashboard
- Select the Sales Brain (Playbook) to analyze
- Click on the Rankings tab
2. Period filter
The period filter applies to all data in the tab: leader cards, rankings table, and status bar.
| Option | Description |
|---|---|
| Today | The current day |
| Yesterday | The previous day |
| This week | From the start of the week to today |
| Last week | The previous full week |
| Custom range | Manually chosen dates (max. 30 days) |
3. Leader cards
At the top there are 4 cards, each showing the rep with the best result in that metric during the selected period:
| Card | What it shows |
|---|---|
| Contacted | Rep with the most unique contacts managed |
| Won | Rep with the most contacts closed as won |
| Conversion rate | Rep with the highest % of won vs. contacted |
| Completed tasks | Rep with the most completed tasks |
Each card includes the leader's value, their name, and the percentage above or below the team average.
4. Team status bar
Below the cards there is a bar showing how many sales reps are in each status at this moment:
- Online (green dot)
- On a call (blue dot)
- On a task (yellow dot)
- Offline (grey dot)
- On vacation (purple dot)
Clicking on a status filters the table to show only reps with that active status. Clicking again removes the filter.
5. Rankings table
The table lists all sales reps in the Sales Brain (Playbook) with their metrics for the selected period.
Main columns
| Column | Description |
|---|---|
| Rep | Name, current status, and time in that status |
| Contacted | Unique contacts managed |
| Won | Contacts closed as won |
| Conversion rate | % of won vs. contacted |
| Completed tasks | Total completed tasks |
Below each column header the team average for that metric is shown.
Positions and ranking
Each metric has its own independent ranking. Positions are indicated with a color badge:
- #1 → gold background
- #2 → silver background
- #3 → bronze background
- #4 and beyond → simple grey number
Comparison vs. average
Each value shows in color how far it is from the team average:
- Green → above average
- Red → below average
- Dash (—) → no activity or average equals 0
Sorting the table
Clicking on any column header sorts the table by that metric. The default order is conversion rate from highest to lowest.
Searching for reps
There is a search field to filter by name. The search is case-insensitive and works by partial match.
Pinning reps
Each row has a button to pin the rep to the top of the table. Pinned reps appear first with a yellow background. Pinning is saved per Sales Brain (Playbook) and persists on page reload.
6. Expanded detail per rep
Expanding a row shows 7 additional metrics for the sales rep compared to the team average:
| Metric | Description |
|---|---|
| Total time on tasks | Accumulated duration on completed tasks |
| Average time per task | Average duration per task |
| Total time on calls | Accumulated duration on calls |
| Average time per call | Average duration per call |
| Calls made | Total calls placed |
| % calls answered | Percentage of calls the recipient answered |
| WhatsApp messages sent | Total outgoing WhatsApp messages |
Each metric shows the rep's value, the team average, and the percentage difference between both.
7. How metrics are calculated
Contacted: Unique contacts the rep interacted with during the period. The same contact managed multiple times counts as 1.
Won: Unique contacts closed as won by the rep during the period.
Conversion rate: Won divided by Contacted, expressed as a percentage. If the rep contacted nobody, the rate is 0%.
Team average: Calculated only among reps with at least 1 activity in the period. Reps with 0 do not affect the average.
Special cases
Sales reps with no activity in the period
They appear in the table with 0 values. They are ranked but appear last when sorting from highest to lowest.
Ties in the ranking
There is no special tie-breaking: if two reps have the same value, each receives a different position number.
Custom range over 30 days
The system will not allow selecting more than 30 days in the custom range.
Only active sales reps are shown
Deactivated reps or those without access to the Sales Brain (Playbook) do not appear in the table.
Conclusion
The Rankings tab centralizes the comparative performance of the entire sales team in a single view. It allows you to quickly identify the most effective sales reps, detect who is below average, and dig into activity metrics like time on calls, tasks, or messages sent.
Relevant scenarios
Weekly performance review
Use the "Last week" filter at the start of each week to compare all reps' results and prepare the team meeting with objective data.
Identifying reps to support
Sort the table by conversion rate and expand the rows of sales reps in red to see in detail whether the issue is in the number of contacts, calls, or tasks.
Monitoring team availability
Use the status bar to see in real time how many sales reps are on a call, on a task, or offline — useful during high-intensity campaigns.
Analysis guide
What is it for?
To understand who is performing well and who needs support, and to detect whether the conversion problem is individual or systemic across the team.
How do I analyze it?
- Sort by conversion rate: sales reps in green are above average, those in red are below
- Expand the rows of sales reps in red to see whether the issue is volume (few contacted) or efficiency (high contacted but low conversion)
- Compare the expanded detail: time on calls, % calls answered, and messages sent reveal how each sales rep uses their time
What do I compare?
- Each sales rep vs. the team average for each metric
- Contacted vs. Won per sales rep: who closes more than they contact?
- Time on calls vs. conversion: do those who talk more convert more?
- This week vs. last week to detect individual rhythm changes
What conclusions can I draw?
- High Contacted + low conversion → manages volume but doesn't close: possible issue with technique or quality of assigned contacts
- Low Contacted + high conversion → closes well but manages little: can take on more workload
- Low % calls answered → calls but nobody answers: review time slots or preferred channel
- High time on task + low completed tasks → stuck on tasks: review process complexity
What should I do?
- Sales reps with low conversion and high volume: feedback session on closing technique
- Sales reps with low volume and available capacity: reassign contacts or tasks to them
- If the whole team is below expected average: review whether the issue is the Sales Brain (Playbook) or contact quality, not just the sales reps
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