We felt a walkthrough narrative was the easiest way to explain the way the options on the page work. Now that you've followed along with our example and are familiar with the process of making an achievement, here is a reference table to remind you what each field on the page does as you move forward with designing your own achievements.
|Achievement Name||This is the name that will show up on your Manage Achievements page as well as when agents earn and display the achievement.|
|Teams||Selects the PowerStandings Teams that are able to earn this achievement. See the link below for more information on PowerStandings Teams.|
|Description||You can enter a reference description here for your own notes. It will show up on the Edit Achievement page, but not anywhere else.|
|KPI||Use this dropdown to choose the action that agents must perform to earn this achievement. Nearly every action in the system is available. Other dropdowns allow you to choose the timeframe and number of times they'll need to perform this action to earn the achievement. See the link below for more information on KPIs.|
|Rate||In order to earn an achievement, an agent must peform your selected KPI the number of times that you choose in the KPI requirement. The Rate determines the timeframe in which this must be done. See also: Consecutive Days.|
There are two options here:
Sum to at least means that the KPI will have to be performed at least as many times within each Rate period as you specified in the KPI requirement fields over the course of your Consecutive period.
Average at least means that the KPI will have to be performed on average as many times within each Rate period as you specified in the KPI requirement fields over the course of your Consecutive period.
Enter a number here. This determines how many of the periods specified in the Rate field in which an agent must consecutively meet the KPI requirement you specified in order to earn the achievement.
For example, if you chose "Days" for your Rate and entered "3" in the Consecutive Days field, an agent would need to meet the KPI requirement for three consecutive days in order to earn the achievement.
Notice that this field does not appear until you have selected a Rate and that the name of the field will reflect this selction (ie "Consecutive Days," "Consecutive Weeks," and so forth).
|Include Weekends||This checkbox determines whether or not PowerStandings counts any of the statistics gathered on Saturday and Sunday. Consider the schedules of your agents when deciding whether or not to check this box. Keep in mind that if you check it box, a Friday and a Monday would not be considered consecutive days for the purposes of KPI counts. Also keep in mind that if you do not check it, no work done on a Saturday or Sunday will be eligible to count towards achievements.|
|KPI Requirement||Enter the number of times (within the period speficied by the Rate, Method, Consecutive Rate, and Include Weekend fields) that the KPI must be performed in order to earn the achievement. Enter increasingly impressive numbers for each level, ie Level 2 should be more difficult to achieve than Level 1, and so forth.|
|Points Reward||Enter a the number of Points an agent should recieve for earning each level of this achievement. The Points could differ or be the same for each level. Keep in mind that you can also assign points to the individual KPI actions elsewhere in the PowerStandings system. See the link below for more information.|
|Edit Badges||This link opens a window that allows you to alter the appearance of the badges associated with the achievement. You can use the dropdowns to select an Icon and a Color, creating a myriad of possibilities. When you're finished, click Save.|
|Save, Save & New, Cancel||Use these buttons when you are finished editing your achievement. Click Save to finish working and go back to the Manage Achievements page. Click Save & New to finish and immediately begin working on another achievement. Click Cancel to discard the work you've done since coming to the page.|
© 2004 – 2014 InsideSales.com
InsideSales.com technology is protected by the following United States Patents: 8078605, 8325738, 8352389, 8510382, 8566419.