Ace – Feature Guide

1. Feature Overview

Ace is a Sales Performance Management suite, dedicated to enhancing your Critical Business Metrics. It empowers sales leaders by enabling them to establish clear objectives for their teams and equipping them with psychological and analytical tools that ensure successful accomplishments.Feature over view image The Ace Sales Performance Management suite provides a comprehensive set of features, including:

  • Goals – Designed to align your sales team toward your organization’s North Star metrics.
  • Incentives – Helps you improve your organization’s top and bottom line by boosting productivity.
  • Leaderboards and Gamification – Promote a high-performance sales culture through healthy competition and rewarding your team’s accomplishments.
  • Nudges – Increase productivity by sending timely progress reminders.

These components collectively contribute to optimizing sales performance and fostering a dynamic and motivated sales environment.ace features


2. Prerequisites

  • Ace is a paid feature. To enable this feature, get in touch with your account manager, or send an email to
  • To create Goals, Incentive programs, or Leaderboards, you must have a published Ruleset. A Ruleset contains multiple rules that define how achievements are calculated.
  • Ensure that the Organization Hierarchy for your organization is set up.


3. Goals

Ace Goals is designed to align your sales team toward your organization’s North Star metrics. With Goals, you can create company-wide objectives that trickle down your organization’s hierarchy into team-level goals. This gives everyone in your organization clarity on the company’s priorities and their individual contributions.
LeadSquared GoalsAchievements are tracked so managers and teams can directly see the impact their work has on each goal. In addition to motivating team members, it helps managers appreciate accomplishments and address the challenges their teams face.Goals DocumentationYou can also send Nudges – a timely reminder to Sales Managers and Sales Users on the performance and progress of their Goals. It’s a great way to motivate users to complete their Goals.nudgeHere are some examples of metrics you can measure and improve using Goals –

Revenue TargetsCalling TargetsLead Funnel TargetsDemo Targets
Leads converted to customersNumber of dialed callsNumber of new leadsTotal demos scheduled
Total sales valueNumber of converted callsNumber of contacted leadsTotal demos completed
Conversion percentagePhone call durationNumber of leads not contacted
Completed follow-up tasksNumber of disqualified leads

Here’s a list of articles to help you create and manage your Goals –


4. Incentives

Use Ace Incentives to improve your organization’s top and bottom line by boosting productivity. You can set up program criteria and rewards to incentivize your sales teams. Once set up, LeadSquared will track and automatically calculate payouts based on each sales rep’s achievements toward their targets. Once the rewards have been calculated, managers can review and approve or reject the rewards through the Incentives dashboard.incentives
As an example, consider a team of 6 people. Kevin is the Admin and Splinter is the Sales Manager. The Sales Users are Donatello, Leonardo, Michelangelo, and Raphael.
incentives hirar
Kevin can set up an Incentive program for the Sales Users based on certain Program Criteria (for example, revenue generated, leads generated, etc.). If they satisfy the criteria, their rewards will be calculated and sent to Splinter and Kevin for approval.
incentive end calc show

Here’s a list of articles to help you create and manage your Incentive Programs –


6. Leaderboards

Use Ace Leaderboards to promote a high-performance sales culture through healthy competition and rewarding your team’s accomplishments. The Leaderboards feature revolves around gamification – mundane tasks like calling prospects, setting meetings, and closing deals turn into fun activities for your sales users. Based on the criteria and targets you have set (for example, revenue targets), your users will be ranked against each other on their achievements and can be rewarded based on their final ranks.
overview main
For example, imagine a team of 4 Sales Users – Donatello, Leonardo, Raphael, and Michelangelo. Each user has a daily revenue target of Rs. 5,000 and a cumulative mandatory group target of Rs. 20,000. Achieving both minimum targets qualifies them for a fixed reward. The user(s) with the highest performance gets an additional reward. Rewards are calculated, sent to Sales Managers for approval, and to the Admin for payout.
leaderboard payout

Here’s a list of articles to help you create and manage your Leaderboards –


7. Ace on the LeadSquared Mobile App

You can also track the progress of your Ace features: Goals, Incentives, and Leaderboards through the LeadSquared Mobile App. The Mobile App will have three different views: Admin user view, Sales Manager view, and Sales User view.

Note: You cannot edit or create Goals, Incentive programs, or Leaderboards through the LeadSquared Mobile App.



1. Can Ace work without Leadsquared?
Ace works only with Leadsquared as of now. Ace can work with Salesforce using Leadsquared Salesforce Integration. However, in this case, too, the Leadsquared platform is a must for Ace to work and users will have to log in to Leadsquared to create goals and view achievements. We are working on making Ace work with other Data sources and CRM – stay tuned!

2. How do I know the number of rules that are required?
The rule of thumb is rules needed will be 2X of the metrics you need to track. Typically small and medium-size organizations can do with the 10 rule package. However, the number of rules usually depends on the configuration complexity of a metric. If a goal needs five different entities to measure, say Calls Connected than just a single goal the configuration has consumed five rules.

3. Similar reports are available in Leadsquared for free, so why Ace?
Leadsquared reports are not configurable, and they don’t show Goals alongside achievements. Additionally, custom reports have a development cycle involved. Ace is built on a Big Data architecture and can handle a large amount of processing, typically needed for Sales Performance Management tools.

4. Why pay for all users when only managers look at the reports?
Features like a roll-up of achievement require processing data for all users irrespective of their usage of Ace. Alongside, customers can use a single rule to set goals for the entire organization hierarchy without any restriction.

5. How is Ace different from reporting tools in the market?
With a reporting tool, you will never be able to set goals for a variety of metrics & cycles easily. Additionally, there will be a lot of manual intervention needed to track the achievement. Comparing Sales Performance Management and Reporting Tools is just like comparing apples and oranges.


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