"A person who feels appreciated will always do more than what is expected."

While it's probably very common to talk about creating views that highlight areas for growth or views that zoom in on what's missing from an opportunity, sales reps appreciate (and honestly feed off of) recognition views as well! These are views that help you identify individual successes on your team. Not only do people love to get called out and recognized for doing a good job, but we all know that a little healthy competition can be a great motivator and help to drive wins across teams.

Recognition views are great for contests or simply for review in your weekly team meetings. Keep in mind that while these lists may also bring to light reasons for constructive coaching try to keep these conversations separate - nobody wants a kiss-and-kick, lol.

This list highlights the teammate who has created the most new opportunities this week; having this view Grouped by Opportunity Owner helps to make the info quick and easy to see.

The filters on this view are: (1) Closed is False and (2) Created Date is This Week

This list highlights the teammate who has brought in the most number of deals this week; you can focus on number of deals or dollar amount.

The filters on this view are: (1) Won is True and (2) Close Date is This Week.

This is a "Net-Zero" list - a net-zero list is a type of list where the goal is to be empty rather than full; these are great for ensuring no details are slipping through the cracks. This list highlights the teammate who has done the most consistent outreach, ensuring all opportunities have had some type of activity logged each week.

The filters on this view are: (1) Closed is False and (2) Last Activity Date is not This Week.

💡 Remember, this is like golf - the lowest score wins!

Curious to learn more? Book time with a Product Specialist today!