This article walks you through how to customize the leaderboards within RepCard — including selecting metrics, managing visibility, and creating new leaderboards that reflect your team’s KPIs. You’ll also learn how to enable metrics for use in competitions or games.

 

🛠️ Accessing the Leaderboards Tab

To begin customizing, make sure you have Admin access or the necessary permissions to edit leaderboards.

  1. Log in to the RepCard Admin Dashboard.

  2. On the left-hand side, click “Leaderboards.”


🏆 Default Leaderboards

When you first set up an Enterprise account, RepCard provides six default leaderboards:

  • Overview

  • Door-to-Door (D2D)

  • Recruiting

  • Engagements

  • Setter

  • Closer

To view the metrics under each leaderboard, click the eye icon on the right.

To hide a leaderboard from both reps and admins:

  • Toggle the visibility switch OFF.

  • The leaderboard will be removed from the dashboard and the rep-facing app.


⚙️ Customizing Metrics

You can customize which metrics appear under each leaderboard:

  1. Select the leaderboard you want to edit (e.g., “Door-to-Door”).

  2. Toggle individual metrics ON or OFF depending on what you want reps to see.

    • Example: To hide “Average Distance per Knock,” toggle that metric off.

  3. These changes will immediately reflect in both the admin dashboard and the rep mobile app.


➕ Creating a Custom Leaderboard

Don’t want the default six leaderboards? You can create your own!

Steps to Create a Custom Leaderboard:

  1. Click “Create Leaderboard” in the top right.

  2. Name your new leaderboard (e.g., “Sales Leaderboard”).

  3. Select only the metrics you want displayed, such as:

    • Last Door Knock

    • Verified Door Knocks

    • Time Spent in the Field

    • Appointments Set

    • etc.

  4. Click Save.

  5. Toggle the new leaderboard’s visibility ON.

✅ Once saved and toggled on, your new custom leaderboard will now be the only one visible on the dashboard and in the app.


🎮 Using Metrics in Games & Competitions

If you're running a game, contest, or incentive, and want to assign point values to metrics:

  1. Competitions, games, and incentives can only be created within the RepCard app on your mobile device.

  2. However, the metrics used in those games must be configured in the web browser under the “Configure in Games” section in the Leaderboards tab.

  3. Locate the metric (e.g., “Doors Knocked”) and toggle it ON to make it available in game setups.

    • Example: “Every 20 doors knocked = 1 point”

🔁 You can either enable only frequently-used metrics or toggle all metrics on for future flexibility.


📌 Final Notes

  • Any changes made in the Leaderboards tab are instantly reflected in both:

    • The Admin Dashboard

    • The Rep mobile app

  • Use this feature to tailor performance tracking to your company’s goals and workflows.


🙋 Need Help?

If you run into any issues or have questions about leaderboard customization, contact our support team at support@repcard.com