Use Follow Up Boss' Realtime Leaderboard to unify and inspire your team, showing off all their hard work on that big TV in your office. 

Now you and your team can measure and track performance and unleash that competitive spirit. Leaderboard is available to anyone who has the Calling feature.

Overview

Scoring

The leaderboard point system is weighted as follow:

• Appointments Set: Each appointment set in Follow Up Boss by the agent in the filtered timeframe is 500 points.
• Conversations: Each phone call lasting 2 or more minutes is 100 points.
• Dials Attempted: Each attempted dial is an outbound call made of any length is 10 points.
• Texts Sent: Each outbound text sent is 2 points.
• Emails Sent: Each outbound email sent is 1 point.

Accessing Leaderboard & Setup Options

Leaderboard is located under Reporting > Leaderboard:

Choosing Your Team:

 Platform customers can select to view "Everyone" or dial into a particular Team using the dropdown. You can also select an individual agent to just see their scores as well.

Filter Who Is Displayed On The Leaderboard

You can also filter out who is displayed on the leaderboard by selecting the Hide team member button.

Selecting a Timeframe:
Choose a preset time frame using the dropdown menu:

Or, select a custom range by clicking Custom Dates:

Today, This week, This month and This year all update in real-time.

FAQs

What counts as a conversation?
A conversation is any phone call lasting over 2 minutes.

Do you track appointments created outside of Follow Up Boss?

No, Appointments created from outside of FUB are not currently tracked in the leaderboard. 

Do you count batch emails sent by the agent?

Yes, do currently count mass emails being sent. Although, this is something we are looking into changing.

How do I show this on my TV in the office?

Display on any TV that has built-in casting, Apple TV, Roku, etc. You can set up Leaderboard to display in full-screen mode by clicking the button at the upper-right of the screen: