How to set up the Tag to Tag Leaderboard

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.

Leaderboard selected as chart type

Options Tab

Tags

Select your entry and completion tags.

fields for entry and completion tags.

Group By

Select the field that you want to group the contacts by.

custom field drop down to group by

Leaders

Choose the method that will determine who the leaders are.

method for determining leaders

Select how many leaders you want to see, and type what they are called.

10 leaders for this report
Top Reps is the label for these leaders

Date Range

Select the date range for the tags being applied in this report.

Date range of Current Month selected.

Criteria Builder Tab

For Ultimate control and customization, use the Criteria Builder to set additional rules and requirements for the report.

criteria builder settings

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