View and Manage Leaderboards

1. Feature Overview

This article will show you how to view the Leaderboards calculations, approve payouts, and manage the progress of the Leaderboards.

Note: LeadSquared Leaderboards helps you increase the overall productivity and revenue of your organization through gamification. Before you continue with this article, you must first Create a Leaderboard.


2. Prerequisites

  • You must have a published Leaderboard.
  • Only Admins and the assigned Approvers can approve or reject the rewards.


3. How it Works


Approvers will have access to the ApprovalDashboard, and My Boards tabs on the Leaderboards page. They must approve all the eligible rewards of the users before they can be paid out –

  1. Navigate to Ace>Leaderboards>Approval to approve the rewards.
    1. Once you select a Leaderboard, you can view the reward calculation for all the users in the Leaderboard.
    2. Select a user to either approve or reject the reward.
  2. The Dashboard will give you a complete picture of your team’s eligible rewards, approved rewards, the rewards that are paid out, and pending payouts.

leaderboard approver view


An Admin will have access to all Leaderboard features.

  1. An Admin can approve rewards on the Approvers’ behalf.
  2. Only Admins can make payouts to the users.
    1. Navigate to Ace>Leaderboards>Payout to get detailed information on the payouts that are pending.
    2. Select a user to make a payout for.
  3. The Dashboard gives Admins a complete picture of their organization’s eligible rewards, approved rewards, the rewards that are paid out, and pending payouts.

leaderboard admin view

Sales User

Sales Users will only have access to the My Boards page. Here, they can keep track of their approval requests, payouts, and showcase the rewards and recognition they have received.

my boards view


4. Reward Approval

Navigate to the user approval page –

  1. Navigate to Ace>Leaderboards>Approval.
  2. Select a Leaderboard.
  3. Select a Cycle.
  4. Select a user.


  • The Approval page can only be accessed by Admins and Approvers.
  • Admins can approve rewards on behalf of the Approvers.

leaderboard approval nav

Click on No. of Criteria Achieved. Here, you can view the Leaderboard Reward Criteria achieved by the user. You can view further information regarding the Achieved Value and the Rewards they are eligible for based on reward calculation.

leaderboard criteria achieved

The Approval Status displays the approval stage for the user. In the following example, we have 2 approvers. Stage 1 needs to be approved first. The Eligible Amount (based on reward calculation) for the user is Rs. 2,160. You can enter the entire amount as the Approved Amount, or choose an appropriate amount. To reject the entire amount, enter 0 (zero). Next, enter a Remark and click Forward to Stage 2.

1st stage approval

In Stage 2, as higher-stage approver, you can override the decisions taken by the lower-stage approver. You can edit the amount that has been approved in the 1st stage – the approval or rejection from the last stage will be final. Once you are satisfied with the approved amount, click Proceed to move to the Payout stage.

2nd stage approval

Note: An approver in a higher stage can also send back the approval to a lower stage.

send back approval


5. Leaderboards Payout

Navigate to the payout page –

  1. Navigate to Ace>Leaderboard>Payout.
  2. You can filter the page by User View or Program View.
  3. Select a user.
Note: The Payout page can only be accessed by Admin users.

payout nav

Here, you can view the rewards that have been approved. Once you have paid out the rewards, you can enter the payment details on this page and click Proceed with Payout – the Payout Status will be updated to Paid Out. If you have paid only a part of the approved amount, the Payout Status will still reflect as Pending.

leaderboard approval payout done

Note: You can also request a re-approval of the rewards from the last stage approver. Click Send Back to Approval. This option is not available if a partial amount has been paid out.

payout send back

You can also make payouts to the users through an Excel file. To do this, click Payout Using Excel. You can use the Sample File to add the payouts.

payout using excel


6. Leaderboards Dashboard

The Leaderboards Dashboard gives you a breakdown of the progress of the Leaderboards.

Navigate to Ace>Leaderboards>Dashboard.

Note: The Leaderboards Dashboard can only be viewed by Admins and Approvers.

dashboard nav

Select a Time Frequency for the total breakdown in that time frame. If you are an Admin user, you can also select a specific Manager.

dashboard time frequence

You can also drill down further into the Leaderboards under the User View and Program View.

dashboard user prog view


7. My Boards

Navigate to Ace>Leaderboards>My Boards. The My Boards page displays all the payout requests, approval requests, rewards received, collectable showcase, and their ranking in the Leaderboards for the respective user. This helps the sales users track all their achievements and keep a check on the rewards that need to be disbursed.

Note: The My Boards page can be accessed by all users that are a part of the Leaderboard.
My boards


8. LeadSquared Mobile App – Leaderboards

You can also track the progress of your LeadSquared 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 Leaderboards through the LeadSquared Mobile App.

Leaderboards Admin View

Navigate to the LeadSquared Ace tab by clicking on the ace icon icon. Next, click on the Ace options icon and select Leaderboards.

Leaderboard mobile nav

On the Dashboard, you can view all the Leaderboards assigned to a Manager. You can select a specific Manager through the dropdown.

Leaderboard mobile managers

You can click on thegoals filter icon to apply a Time Frequency Filter.

Leaderboard mobile filter

As an Admin, you can view the Eligible rewards, Approved rewards, Total Payout Done, and Pending for Payout statistics for all Leaderboards, or a Leaderboard assigned to a specific Manager.

Dashboard stats

You can toggle between the statistics of individual users by selecting User View or individual Leaderboards by selecting Board View.

leaderboard user board view

Select a user or a Leaderboard to drill down into its details and progress.

Leaderboard drilldown

Leaderboard Sales Manager View

If you log in as a Sales Manager, you can view the progress of your Leaderboard through the Dashboard (Leaderboards where you are the Manager) and My Boards (if you are part of a Leaderboard) tabs.

Leaderboard mobile Manager View

Leaderboard Sales User View

If you log in as a Sales User, you view the progression of all the Leaderboards you are a part of through the My Boards tab.

Leaderboards sales user view

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.

Was this Helpful?

Notify of
Inline Feedbacks
View all comments