### 1. Manual ways to build a sales leaderboard**1. Start with a clean Google Sheets template**1. Go to Google Sheets: https://sheets.google.com and click **Blank**.2. Create columns like: `Rep`, `Deals`, `New MRR`, `Calls`, `Demos`, `Win Rate`, `Score`.3. Freeze the header row (**View → Freeze → 1 row**) so it stays visible as you scroll.4. Use **Data → Sort range** to rank reps by `Score` or `New MRR`. - Docs reference: https://support.google.com/docs/answer/3540681**2. Calculate a leaderboard score by hand**1. Decide your scoring rules, e.g.: - 5 points per completed demo - 10 points per new customer - 1 point per $100 in new MRR2. In a `Score` column, write a formula like: `=B2*10 + C2/100 + D2*5`3. Copy the formula down the column for all reps.4. Re-sort by `Score` whenever you update numbers. - Function reference: https://support.google.com/docs/answer/3093480**3. Color-code your top performers**1. Select your `Score` column.2. Go to **Format → Conditional formatting**.3. Add a rule: `Format cells if → Top 10` and choose a green fill.4. Add another rule for `Bottom 10` with a red fill.5. Now your leaderboard visually highlights winners and at-risk reps. - Guide: https://support.google.com/docs/answer/78413**4. Run weekly competitions manually**1. Duplicate your master sheet each week (**Right-click tab → Duplicate**).2. Rename it `Week 12 Leaderboard` and clear the weekly metrics.3. Every evening, copy numbers from your CRM into that week’s sheet.4. Share the link in Slack or email and call out the daily winner.**5. Present your leaderboard in meetings**1. Use **View → Full screen** to show the Sheet in your sales meeting.2. Filter to a specific team, segment, or region with **Data → Create a filter**.3. Walk through the top 5 and bottom 5; ask what they did differently.---### 2. No-code automation methods**1. Use Google Forms as a simple input layer**1. Create a **Google Form** that logs activities (rep name, deal value, call type).2. Link it to your leaderboard Sheet via **Responses → Select response destination**.3. Every form submission adds a row; your formulas instantly recalc scores.4. This is great for small teams or agencies without a CRM. - Help: https://support.google.com/docs/answer/2917686**2. Connect CRM to Google Sheets with Zapier or Make**1. In Zapier (https://zapier.com) or Make (https://www.make.com), create a scenario: - **Trigger:** New/updated deal or activity in CRM (e.g., Salesforce, HubSpot). - **Action:** Update or append a row in Google Sheets.2. Map CRM fields (rep, stage, amount, close date) to Sheet columns.3. Set it to run every few minutes so your leaderboard is nearly real-time.4. Add a second step to post the top 3 reps to Slack.**3. Turn your Sheet into an embeddable leaderboard widget**1. Use a dashboard tool like Klipfolio’s sales leaderboard examples: https://www.klipfolio.com/resources/dashboard-examples/sales/sales-leaderboard2. Connect your Google Sheets as a data source (Klipfolio supports this natively: https://support.klipfolio.com/hc/en-us/articles/216181287-Google-Sheets-data-source).3. Choose a bar chart or ranked table visualization.4. Publish it as a link or TV dashboard in the office.**4. Automate refresh and sharing with Apps Script (low-code)**1. In your Sheet, go to **Extensions → Apps Script**.2. Use an example script that: - Sorts the leaderboard by score. - Applies conditional formatting or badges. - Emails a PDF snapshot to managers daily.3. Set a **time-driven trigger** (e.g., every weekday at 8:30am). - Docs: https://developers.google.com/apps-script/guides/triggers/installable---### 3. Scaling with an AI computer agent (Simular)Now imagine you never touch the sheet. An AI computer agent, running on your desktop and browser, does the grunt work for you.**Method 1: Agent as your “ops assistant”**- The Simular AI agent can: 1. Log into your CRM and export yesterday’s activities. 2. Open your Google Sheets leaderboard. 3. Paste in fresh data, drag formulas, and re-sort by score. 4. Open your dashboard tool (e.g., Klipfolio) and refresh views. 5. Post the updated link and highlights into Slack or email.- **Pros:** - Mirrors exactly what a human rev-ops person does. - Works across desktop, browser, and cloud tools without rigid APIs. - Transparent execution: you can replay and inspect every action.- **Cons:** - Requires a short onboarding run to teach it your exact workflow. - Best value once you have a stable leaderboard structure.**Method 2: Agent running competitions and coaching loops**- Give the agent a weekly playbook, for example: 1. Every Friday, duplicate the master leaderboard in Google Sheets. 2. Rename it with the new week number. 3. Pull a date-filtered CRM export for that week only. 4. Update the sheet, then identify the top 3 reps by `New MRR` and `Win Rate`. 5. Draft a short recap email: “Here’s who crushed it and why,” plus any risks (few demos, low activity) it sees for low-ranked reps.- **Pros:** - Automates not just data entry but the storytelling layer. - Frees managers to spend time coaching, not compiling slides.- **Cons:** - You’ll want to verify the first few runs until you trust the narratives.**Method 3: High-scale, multi-team leaderboards**- For agencies or multi-region orgs, the Simular AI agent can loop through many workspaces: 1. Cycle through different CRM views (per brand, region, squad). 2. Update a separate Google Sheets leaderboard tab for each. 3. Export screenshots or CSVs and drop them into shared drives. 4. Trigger a webhook back into your internal systems when each run is complete.- **Pros:** - Handles thousands of steps reliably, far beyond basic RPA. - Easy to tweak the process without rewriting code.- **Cons:** - Requires thoughtful design of naming conventions and sheet structure.With this approach, your leaderboard stops being a side project someone grudgingly updates, and becomes an always-on feedback loop your AI computer agent quietly maintains in the background.

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