The Tag to Tag Leaderboard shows a leaderboard of contacts grouped by a field of the conversion from one tag to another over a selected date range. This report would be great for someone who needs to display the sales reps who get the most customers to start and complete specific steps within a time frame.
Chart Tab
The only display type for this report is Leaderboard.
Options Tab
Tags
Select your entry and completion tags.
Group By
Select the field that you want to group the contacts by.
Leaders
Choose the method that will determine who the leaders are.
Select how many leaders you want to see, and type what they are called.
Date Range
Select the date range for the tags being applied in this report.
Criteria Builder Tab
For Ultimate control and customization, use the Criteria Builder to set additional rules and requirements for the report.
Relevant Articles to Tag to Tag Leaderboard
- How to Set Up the Tag Leaderboard Report
- How to Set Up the Contact Leaderboard Report
- How to Set Up the Opportunity Funnel Report
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