How To Use Leaderboard
Follow this step-by-step guide to set up and configure your first leaderboard on monday.com
- A monday.com account with appropriate board access
- A sales board with the following columns:
- Salesperson/Owner - Person column to identify who closed the deal
- Deal Value - Numbers column with the deal amount
- Deal Status - Status column (must include "Won", "Closed", or "Done" status)
- Closed Date - Date column indicating when the deal was closed
- Permission to add board views or dashboard widgets
- boards:read scope permission enabled for the app
🚀 Installation Instructions
Navigate to the monday.com App Marketplace and search for "Sales Leaderboard". Click "Install" to add the app to your account.
When prompted, grant the app boards:read permission. This allows the app to read data from your sales boards.
You can add the Sales Leaderboard in two ways:
- As a Board View: Open your sales board → Click "Views" → Select "Sales Leaderboard"
- As a Dashboard Widget: Go to your dashboard → Click "Add Widget" → Select "Sales Leaderboard"
⚙️ First-Time Setup
Click the "Configure" button in the leaderboard header to open the settings panel.
In the settings panel, map each required field to the corresponding column in your board:
- Salesperson: Select the person column that identifies the sales rep
- Deal Value: Select the numbers column containing the deal amount
- Deal Status: Select the status column (the app will only count deals with "Won", "Closed", or "Done" status)
- Closed Date: Select the date column indicating when deals were closed
Click "Save" in the settings panel. The leaderboard will automatically refresh and display your sales data.
📊 Using the Leaderboard
Use the period buttons at the top to view performance for different timeframes:
- Month: Shows deals closed in the current month
- Quarter: Shows deals closed in the current quarter
- Year: Shows deals closed in the current year
💰 Total Revenue
Sum of all deal values for the selected period
🎯 Total Deals
Count of all closed/won deals in the period
📈 Avg Growth
Average growth percentage compared to the previous period
- Ranking: Sales reps are ranked by total revenue generated
- Growth Percentage: Shows percentage change compared to the same-length period in the previous cycle
- Streak Badge: Displays a 🔥 badge for reps with 5+ consecutive active days
- Real-time Updates: Click "Refresh Data" to get the latest information from your board
The leaderboard automatically loads data when first opened. To manually refresh:
- Click the "Refresh Data" button in the header
- Wait a few seconds for the data to reload
- The leaderboard will update with the latest information from your board
For a better viewing experience, click the "Open Full Screen" button to open the leaderboard in a new tab. This is especially useful for:
- Displaying on large monitors or TVs
- Sharing during team meetings
- Creating a dedicated dashboard view
❓ Troubleshooting
If you see "No sales data available":
- Verify that your board has deals with "Won", "Closed", or "Done" status
- Check that the closed dates are within the selected period
- Ensure deal values are greater than 0
- Confirm that salesperson names are properly assigned
If data looks incorrect:
- Click "Configure" to review your column mappings
- Verify that each field is mapped to the correct column type
- Check that column IDs match your board structure
- Save settings and refresh the data
If you see permission errors:
- Verify that the app has boards:read scope permission
- Check that you have access to the board you're trying to view
- Contact your monday.com administrator if issues persist
- Regular Updates: Refresh data regularly to keep metrics current
- Period Comparison: Use growth percentages to track performance trends
- Team Motivation: Display the leaderboard during team meetings to celebrate wins
- Multiple Boards: You can add the leaderboard to multiple boards - each will use its own column mappings
- Dashboard Widget: Add to your dashboard for a quick overview of sales performance
If you need help or have questions about using the Sales Leaderboard app:
- Check this documentation for common issues
- Review the troubleshooting section above
- Contact support through the monday.com App Marketplace