Here's how to set up the teams that will work together within PowerStandings. Go to the Administrative tab and click Manage PowerStandings then PowerStandings Teams.This will take you to a list of the current teams that exist in your system. From this page you can edit, delete, or create a new team. Click Edit next to an existing team you'd like to edit, or click Create New Team to continue to the page for editing a team.
Enter a name for the team in the Team Name field.
Using the Target KPIs field, select the KPI that is most important to you.
The Team Members section lets you choose which agents belong to this PowerStandings team by selecting from regular InsideSales.com teams. Notice that agents can only be a member of one team at one time. To make agents a member of the team, click roles to highlight them, and then use the arrow buttons to move them from "Available" to "Selected."
There are three settings:
One of the most important aspects on the Edit Team page is the Standings Bar settings at the top of the page.
For agents assigned to a team, the standings bar will display at the top of the window when agents are in the PowerDialer. This replaces the Daily Metrics Bar.
Each widget shows the KPI being tracked, how many times the agent has performed the KPI, (labeled "You" here on the editing page) how many times the agent just ahead of them on the team has performed the KPI, (labeled "Next" here on the editing page) and the agent's rank on the team for meeting that KPI. Note: if the agent is in first place, it will show the agent just behind them instead.
Each team's Standings Bar can contain up to 6 widgets. You can change which widgets will display, the order in which they appear, and what they do. Click on a blank slot to create a new widget. Hover over a widget and click the X to delete a widget, or click the pencil icon to edit it. You can also drag widgets and drop them onto different widget slots on the Standings Bar.
When editing a widget, choose "KPI" for type, and then choose which KPI you want the widget to display. Then choose the date range for the stats to include.
You can also display a version of this bar in the sidebar in the native LMP environment:
To activate it on the follow these steps: