The Home > Rank Information widget displays the associate’s rank progress under multiple possible tabs.

For example the default is:

• CURRENT - Current rank
• HIGHEST - Highest achieved rank
• LAST - Last achieved rank

What We’ll Cover

• Viewing Rank Requirements
• Configuring the Widget
  • Finding the Page
  • Widget Settings
  • Widget Elements

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Viewing Rank Requirements

The requirements to achieve the next rank can be viewed on the back flip of the widget.

To flip the widget, click View Rank Requirements.

Achieved ranks display with a green color. The remaining ranks display with the status incremented with a fraction.

For example, in the preceding image, to achieve Customer Qualifying Volume rank the associate has to score 150. As you can see, their current score is zero.

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Configuring the Widget

The data types and tabs that appear in the widget can be customized in Web Office Admin. This section shows you the steps involved.

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Finding the Page

In Web Office Admin, navigate to: Advanced Settings > Widgets.

https://[CLIENTID].admin.directscale.com/#/WidgetsSetup

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Widget Settings

1. Expand the Ranks Information section.
2. Click the + button to open the Ranks Information pop-up window.
3. Select the rank to be displayed by default.

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Widget Elements

1. Under the WIDGET ELEMENTS tab, select the Customer Type.

   Customer Type is another name for Associate Type, read more: Base Associate Types, Associate Types, and Price Groups Explained

2. Select the Page Name where the widget is located (either the Homepage or Team Dashboard).

3. Select the markets (i.e., countries) where the changes will apply.

4. Click the ELEMENTS button.

5. A series of checkboxes appear where you can select different elements to include in the Web Office Home > Ranks Information widget.

   

6. Click SAVE. Repeat the steps for each market, if necessary.