Add Emoji to Attainment Tiers and Leaderboards

Learning Objectives

After completing this unit, you’ll be able to:

Use emoji to visually communicate attainment tiers.
Create a simple leaderboard with emoji.

Use Emoji with Attainment Tiers

Now that you know ‌how to create a few basic emoji calculations, you can move on to build more complex calculations. In this unit, you learn how to add emoji to two motivational tools: attainment tiers and leaderboards. We start here with attainment tiers.

Attainment tiers are likely a key part of your compensation plans, rewarding sales representatives based on their performance relative to set targets. These tiers categorize performance into different levels, each associated with specific compensation rates or bonuses.

For example, imagine you have five tiers—named Tier 1 at the low end and Tier 5 at the high end—that divide your reps by attainment percentage. You can visualize each of their tiers using emoji to make your commission statements ‌come alive with a new energy. Let’s find out how.

First, create a range table where each range corresponds to a specific emoji. This range table is the reference for mapping attainment ranges to their respective emoji in your commission statements. For the Tier 1 through Tier 5 example, you create a range table called EmojiAttainmentTable that contains the proper bounds for each tier and a related emoji. Tier 5 can be represented by a 🏆 emoji, for example, and work to do in Tier 1 can be represented by the 😑 emoji.

Next, within the payout rule where you want to show the emoji, use the range_lookup function with the attainment calculation and a range table. In the example, imagine the attainment calculation is called MonthlyAttainment. The formula is range_lookup(MonthlyAttainment,EmojiAttainmentTable).

In this calculation, the system evaluates the attainment calculation and dynamically inserts the appropriate emoji from the table based on the attained value. When reviewing the statement, reps see the emoji that corresponds to their attainment range.

Displaying an emoji on its own isn’t enough information to give your reps, but combining it with their attainment percentage offers a comprehensive view. With the emoji calculation in place, you can use the skills you learned in the last unit to present both the attainment and the emoji on a single metric card.

You start with the concat function to combine the text, numbers, and emoji into a single text string. To present the attainment percentage, multiply your attainment calculation by 100. Next, use the round function to round the attainment percentage to two decimal places and keep it short and easy to understand. Finally, add a % sign and the attainment emoji calculation to the string.

The formula to do all this is concat([round(MonthlyAttainment*100,2), ”% ”, AttainmentEmoji]).

This combined calculation displays the attainment percentage and the corresponding emoji within the same metric card.

When you incorporate this combined calculation into your statements, reps get a clear visual representation of their performance level. By including both the attainment percentage and the emoji, it becomes easier for representatives to understand their performance at a glance.

Create a Leaderboard Rule with Emoji

Leaderboards are another useful tool that sales administrators use to motivate reps.

In this section, you learn how to build a simple leaderboard, but this is only the beginning! You can get creative with your leaderboards. These basic principles apply to almost every leaderboard rule.

To create a leaderboard rule, you first need a guided rollup of the Users object that returns all of the people that you want on the leaderboard. Create a new rollup data filter on the Users object. Make it a shared rollup, and include the team or teams that contain the reps you want on the leaderboard. Match the time frame to the period in which you want to compare reps.

Create Calculated Fields

Create calculated fields for your data to apply to each user in the dataset. Why? Because you’re working with the User object and your dataset returns a list of users from a shared rollup. There are a few calculated fields to create in a specific order for this rule.

This table includes the calculations (data returned and formula), in the order you create them, with notes about the function of each.

Data Returned	Formula	Notes
A count of the number of total participants on the leaderboard	`count(AE_Leaderboard)`	The `count` function does the counting work for you.
The quota for each user in the dataset, not only the user selected in the context menu	`quota(“QuotaAE”,statement_period.end_date,user) OR 0`	You can use the default value in the right panel instead of the `OR 0` to handle null values.
The amount of revenue closed for the user in the period	`sumif(ClosedWonInPeriod,OwnerID=user.Id,ARR__c)`	Make sure your dataset doesn’t filter by rep. The `sumif` function conditionally filters reps. If your dataset includes a ByRep filter, only the rep selected in the context menu will show results.
The monthly attainment value	`if(MonthlyAEQuota>0,UserClosedRevenueInPeriod/MonthlyAEQuota,0)`	In this calculation, you divide revenue in a period by their quota with a null check to prevent a divide-by-zero error.
A rank of users based on their attainment	`Total_AEs-rank(user,AE_Leaderboard,LeaderboardMonthlyAEAttainment)+1`	The `rank` function returns the opposite number of what you might expect. If there are five reps, the highest rep will return a 5. You then take the total, subtract the rank, then add 1. This reverses the order and puts the highest attainment at 1.
The Final Payout calculation, equal to 0 for all reps	`AE_MonthlyLeaderboardRank*0+LeaderboardFields`	The top-level formula for this rule takes the Leaderboard Rank and multiplies it by 0. Do this because you only want to see the rankings on the leaderboard—you don’t want to add them.

With all of these formulas in place, you’ll get a table with the user’s name and their rank.

But, wait, what about the emoji? That’s the next step.

Add Emoji to the Leaderboard

To add emoji to your leaderboard, use an if function and state that if a leaderboard rank value is equal to 1, 2, or 3, you show each of those values with an emoji. For example, ‌rank 1 can show as 1st 🥇.

This sounds simple, but the formula is slightly more complex because it has to be a nested if function. Using an if function, Spiff checks if the rank is equal to 1 and displays 1st 🥇. Then it checks if the rank is equal to 2 and displays 2nd 🥈, and so on. For any rank that doesn’t have a specified emoji, the formula returns the rank value on its own or a 0 if there's no rank value to show.

Check out this example formula. It’s called AE_Rank.

if(AE_MonthlyLeaderboardRank=1,”1st 🥇”,
if(AE_MonthlyLeaderboardRank=2,”2nd 🥈”,
if(AE_MonthlyLeaderboardRank=3”3rd 🥉”,
if(AE_MonthlyLeaderboardRank>3,AE_MonthlyLeaderboardRank,0))))

And that’s it! You now have emoji in a neat column on your leaderboard.

On your statement you can add any information that you want your representative to see as well as the rank with the emoji.

Wrap Up

In this module, you learned the significance of drawing your users’ attention to the most important information using emoji. You also learned how to use emoji in formulas using concat and other functions. You built visualizations for attainment tiers and a leaderboard. So you now have the tools to add fun and visual interest to your statements.

What part of your statement will you work on first?

Time Estimate

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