A tab on your sales board built to be competitive and coaching at the same time. It opens with your rank, your score out of 100, what you're #1 in, and your single biggest opportunity. Below that: the overall standings, the current #1 and the longest reign on record, your shape against the team's best, and one card per number with a chart and plain-English copy on how to win it. We don't build software for plumbers or remodelers — only for builders like you — so the numbers it ranks are the habits that sell a post-frame building: the first call back, a real price out fast, and follow-up until it's signed.
Also called: rep leaderboard · sales standings · rep rankings · sales competition board · who is the top rep
Your rank, and the one number behind it
Every rep opens the board on themselves: where they sit, what their Rep Score is out of 100, the number they're #1 in, and their biggest opportunity. It's the same figure the owner sees — there's no manager's version of the truth and a rep's version.
Performance gets discussed once a quarter, from a spreadsheet the rep has never seen. Nobody improves from a verdict delivered eleven weeks after the behaviour.
Reps work harder for a score they can see and trust. Showing every rep the exact figure the owner is looking at makes the board something they check every morning instead of something they resent.
The standings, and the deliberate limit on them
Try itOverall Standings: one bar per rep, their Rep Score out of 100, medals on the top three, and a star on a score that's still provisional because the rep hasn't handled enough leads yet. Tap a name for that rep's breakdown. Names, ranks and scores — no lead, contact, address or deal ever appears on another rep's screen.
A shared board turns into a shared customer list, trust goes, the board gets switched off — and the measurement goes with it.
A sales floor will only keep a leaderboard switched on if the best rep's customers stay theirs. Sharing scores and never the book lets people compete hard without anyone worrying about the person at the next desk.
A board for every number, not one league table
Close rate, speed to lead, time to quote and follow-up — plus time to close and leads worked — each ranked on its own. A rep who's slow to quote but relentless on follow-up is top of one board and bottom of another, which is far more useful to know than a single blended rank.
A single ranking makes four of five reps losers every week, which is how a leaderboard turns into something the team quietly ignores.
Everybody gets to be best at something, which is what keeps the rep in fourth place trying. And a separate board per habit tells each rep exactly what to work on Monday.
Every number carries its own explanation
No metric appears without the sentence that says why it matters and the tip that says how to move it. Speed to lead doesn't just show 2h 42m — it explains that the first builder to call back very often gets the job, before price is even discussed.
A dashboard shows Time to Quote: 3d 14h and nothing else. The rep doesn't know if that's good or what a better number would be worth.
A new rep learns the trade's habits from the board itself — why the first call wins, why a fast price matters. That's coaching the owner doesn't have to give twice.
Your shape against the team's best
Your Shape vs Team Best draws the four numbers the Rep Score is built from — close rate, speed to lead, time to quote, follow-up — as one shape. The best anyone on the team posted sits on the rim; where your shape pulls in is where the room to grow is.
A rank says you're second; it doesn't say which habit would make you first, so the rep in second does more of what they already do well.
People improve when they can see their own growth and a clear target. The shape shows a rep their strength first and one habit to work on next — a plan, not a bad feeling — and reps who can see themselves getting better stay.
Who is on top — and the record to beat
How long the current number one has held it, and the longest run anybody has ever managed. A rep who isn't first still knows exactly what first looks like.
The leaderboard resets to a flat ranking every period. Being first for eleven weeks and being first once look identical, so the thing most worth recognising is invisible.
Holding the top spot is its own achievement, and the record gives everyone below a target that doesn't move every time the numbers refresh — the kind of thing a crew talks about at lunch.
Volume against close rate, on one chart
On the Team screen, Sales Rep Performance uses the same figures as this board, arranged for coaching: each rep is a point — how many leads they worked against the share they closed. A rep with fewer leads and a higher close rate can out-earn a high-volume rep — this is the chart that shows it.
The rep with the biggest lead count gets the praise and the next batch of leads, while a quieter rep closing three times the share gets a third of the volume.
It keeps a careful closer from being managed as though they were lazy, and it stops the owner feeding leads to whoever burns through them fastest.
Compare people head to head
Try itOn the Analytics tab, pick two or three — individuals, or whole role groups — and each is queried separately and set beside the others. One rep against the team, or two reps against each other, on the same numbers.
The only comparison available is each rep against the team average, which flatters everybody in the middle and explains nothing.
A manager can show a rep what good looks like next to someone they respect, not against a faceless average — which lands far better in a one-on-one.
Two of these numbers decide where the next lead goes
This is the part that makes the board matter. The lead distribution engine reads close rate and speed to lead — re-normalised to sum to one, roughly 70/30 on the defaults — and routes accordingly. Time to quote and follow-up are tracked and ranked here, but they don't route anything yet.
Leads get handed out by rota or by whoever asks loudest, so the rep who calls back in twenty minutes gets the same volume as the one who calls back in two days.
Good work earns more chances to do good work: the rep who answers fastest and closes best gets the next lead. That's motivation a rep can feel, and it sends the owner's ad money to the people most likely to turn it into a building.
Watch one lead find one rep
The chain end to end: territory, then availability, then how many unprocessed leads that rep is already carrying, then the score. You can dry-run the whole thing before you let it near a real lead.
Leads route by a rule nobody can see. A rep insists they're being starved, the owner can't prove otherwise, and the loudest person wins.
Reps stop arguing about who got what because they can read the decision step by step. An owner who can inspect the rule keeps it switched on.
Milestones, so progress shows before the rank does
Rank moves slowly and can hide real improvement. On the home screen, Your Milestones marks the climb as it happens — estimates sent and approved, texts and emails sent, a record day for estimates, days you showed up — each with how far it is to the next rung. The leaderboard measures you against the team; milestones measure you against yourself.
A rep halves their response time and still sits fourth because the three above also improved. The board says nothing changed, so they decide the effort was wasted.
People stay with work where they can see themselves growing. A rep who's genuinely getting better sees it here weeks before the standings admit it — and that's the stretch where good reps otherwise give up.
- 1Open the Leaderboard tab on your sales board.
- 2Your rank and score out of 100 sit at the top, with a medal for the top three.
- 3Overall Standings puts every rep's score on one chart — tap a name for that rep's breakdown.
- 4Each number gets its own card — where you stand, and what to do about it.
- 5Scores and ranks are shared. Leads, contacts and addresses are not — ever.
Reps had no idea where they stood until a monthly meeting, and by then the month was gone. But putting numbers on a wall usually means putting other people's customers on that wall too, and that is a hard no. So the board shares scores and nothing else — and every card explains what actually moves the number, so a rep at the bottom gets a next step instead of a bad feeling.
- Rep performance was invisible to reps themselves until an owner said something.
- Any board built on raw numbers punished new reps with tiny samples.
- Sharing performance normally meant sharing the pipeline itself.
Rep Score
The number the standings sort by, and the number lead routing reads when it needs your best performer. Each metric is scaled against the rest of your team, so it is always relative to the people actually in the room. A rep missing a number is not penalised — the rest are reweighted.
What each sales number means
Every number carries a definition, a why-it-matters written in post-frame terms, and a one-line tip on how to improve it. Change that wording once and it changes on the leaderboard, the manager's team view and the lead-routing screen at the same time. It is written the way a builder talks, not the way an analyst does.
Your rank and biggest opportunity
The first thing a rep sees. Rank with a gold, silver or bronze medal for the top three, score in big digits, then two callouts: a green #1 in Speed to Lead — you're leading the team here when they lead anything, and a neutral Biggest opportunity carrying that number's how-to-win-it tip.
Overall standings
The ranked view. Each name carries its medal and a provisional asterisk, so the chart reads without a key. Your bar is bright, everyone else's is muted. Click a name or a bar for that rep's full breakdown. The tooltip adds rank, score and leads worked rather than repeating the number already printed on the bar.
Per-rep breakdown
Opened from the standings. The header carries the name, rank and score, with You and Provisional tags. Three chips: leads worked, deals won, close rate. Then every number as a row with its value, its rank and a sentence like won 5 of 14 leads (36%) or Not enough data yet. A footer restates the privacy rule in plain language.
Your shape vs the team's best
The comparison that survives different units. Every spoke is scaled to the same range, and direction is respected — a fast response and a high close rate both push outward. Where your shape pulls inward is where the room is.
#1 reign tracking
Two cards. A crown for the reigning rep reading On top for 3 weeks · since Aug 2, and a trophy for the all-time record. When the record belongs to the run happening right now, the card says and still going. That's the record!
Scores shared, leads never
A deliberate exception to the rule that reps only see their own leads. Reps have to see each other's numbers to compete, so the board reads a strict short list of fields and the customer columns are never even fetched. Crew leads and workers cannot open it at all.
