1. Feature Overview
The Ace Dashboard serves as a central hub for tracking key performance metrics across all Goals, Incentives, and Leaderboards within the ACE suite. It provides a comprehensive, real-time view of individual and team performance, ensuring managers and users can easily track progress without navigating multiple sections.
2. Prerequisites
- Ace is a paid feature. To enable this feature, get in touch with your account manager, or send an email to support@leadsquared.com.
- You must create Goals, Incentive programs, or Leaderboards to define how achievements are calculated.
- Ensure that the Organization Hierarchy for your organization is set up.
3. Dashboard Functionalities
Navigate to Ace>Dashboard to view the Ace Dashboard.
3.1 Hierarchy & User Reports
Managers can directly access their direct reports from the dashboard by clicking the 
icon, this eliminates the need to navigate to Manage Users to check the hierarchy. Clicking on a team member’s name expands their detailed performance view, including:
- Goals (Target vs. Achievement breakdown)
- Incentives (Eligible vs. Approved payouts)
- Leaderboard standing (User’s rank comparison)
3.2 Dashboard Widgets
The ACE dashboard consists of multiple widgets that provide detailed insights into various performance aspects. Users can add, remove, or rearrange these widgets based on their requirements.
To edit the Dashboard –
- Click the
icon. - Toggle the
Edit Page Layout option. - Select
Manage Widgets. - Select any widget to show on the dashboard.
- Additionally, you can toggle the Display on Mobile option to display the widgets on the mobile app as well.
- You can save the dashboard for yourself or, if you’re an admin or manager, save it for all users in your hierarchy.
- When selecting Save to All Users, you can either –
- Save as Default – Set this configuration as the default for all users. Users can apply the changes by clicking Reset to Default in their dashboard settings.
- Apply Changes Instantly – Instantly overwrites all user preferences with this configuration. Users will see the updated dashboard without needing to reset.
- When selecting Save to All Users, you can either –
3.2.1 Access & Permissions
- Users: Can view only the My Achievement section, which focuses on their personal progress.
- Admins & Managers: Have access to both My Achievement and Team Achievement, allowing them to view, compare, and manage performance across their reporting hierarchy.
4. Manage Widgets for My Achievement
The My Achievement section shows widgets that are accessible to Admins, Managers, and Users to track their personal progress.
All the available widgets in this section are listed below.
4.1 Total Pending Approval Widget
View the total pending approval incentives across all programs, along with the trend from last month.
4.2 Total Pending Payout Widget
View the total pending payout incentives across all programs, along with the trend from last month.
4.3 Total Earned Incentive Widget
View the total pending payout incentives across all programs, along with the trend from last month.
4.4 User Details Widget
User details include the goals, incentives, and leaderboard you are part of.
4.5 Goal Breakdown Widget
Automatically breaks down goals by cycle. Users can hover over data points for milestone progress, viewing current achievements, required progress, and remaining effort.
4.6 Ruleset Association Widget
Get a rapid overview of associated goals, incentive programs, and leaderboards according to the selected ruleset, with more useful details.
4.7 Compare Goals Widget
Easily compare multiple goals with the same cycle type. Access average, and required achievement details for convenient comparison.
4.8 Milestone View for Goal Widget
With quick view, you can easily access daily targets and required run rate information presented in a gamified interface.
4.9 Leaderboard Cycle Comparison Widget
Compare your rank and achievement details with other cycles from the same leaderboard and view trend details.
4.10 Incentive Cycle Comparision Widget
Compare your reward details with other cycles from the same incentive program and view trend details.
4.11 Goal Cycle Comparision Widget
Compare your achievement details with other cycles from the same goal and view trend details.
4.12 Incentive Rewards Overview Widget
Compare the monetary and non-monetary rewards of each incentive program you are part of.
4.13 Payout Trend Widget
Track your total payout trend for the selected and previous time periods across all incentives and leaderboards.
4.14 My Incentive Program Widget
Add an incentive program that is important to you and stay updated with eligible details and smart insights for the same.
4.15 Achievement v/s Incentive Calculation Widget
View achievement details for each metric within a single program, including the number of criteria achieved and the calculated incentive.
4.16 My Goals Widget
Access goal details and find out when they’re ending, whether it’s today, this week, this month, or next month.
4.17 Smart Insights Widget
Delivers real-time performance alerts, showing target gaps, required sales to meet goals, and peer comparisons (e.g., “Most team members have achieved X%, you are behind by Y%”). Encourages proactive goal completion with timely nudges.
5. Manage Widgets for Team Achievement
The Team Achievement section shows widgets that are accessible to Admins and Managers to track their team’s progress.
All the available widgets in this section are listed below.
5.1 Total Pending Approval Widget
View the total pending approval incentives across all programs, along with the trend from last month.
5.2 Total Pending Payout Widget
View the total pending payout incentives across all programs, along with the trend from last month.
5.3 Total Earned Incentive Widget
View the total pending payout incentives across all programs, along with the trend from last month.
5.4 Goal Breakdown Widget
Break down large goals into milestones and track your progress with daily targets and required run rate information to stay on track.
5.5 Ruleset Association Widget
Shows all Goals, Incentives, and Leaderboards linked to a rule set, helping managers understand target and reward structures within a specific policy.
5.6 Milestone View for Goal Widget
With quick view, you can easily access daily targets and required run rate information presented in a gamified interface.
5.7 Achievement v/s Incentive Calculation Widget
View achievement details for each metric within a single program, including the number of criteria achieved and the calculated incentive.
5.8 Smart Insights Widget
Delivers real-time performance alerts, showing target gaps, required sales to meet goals and peer comparisons. Encourages proactive goal completion with timely nudges.
5.9 Goals Overview
Shows all active goals for a user or team in one view, enabling managers to sort by performance and compare up to five goals side by side, reducing manual progress checks.
5.10 Goals Contribution
Quickly access information about goal contributions from both you and your team in a convenient view.
5.11 Leaderboard View Widget
View your rank and achievement details, along with the top 3 performers of a leaderboard. Pin any 3 leaderboards to receive real-time updates.
5.12 Goal User Comparision Widget
Compare the goal achievements of up to 5 users and track trends to identify who is lagging behind and who is performing the best.
5.13 Incentive Trends for User Widget
Compare the calculated incentives of up to 5 users and track trends to identify who is receiving more or less incentive in each cycle.
5.14 Eligible vs. Approved vs. Paid Out Widget
Compare the eligible, approved, and paid-out incentives across each cycle for any incentive program (e.g., eligible for $100, approved for $80, paid $50).
Any Questions?
Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!
