Challenging your employees to reach specific targets with goals and rewards is an excellent way to reinforce good habits and improve your salespeople productivity. The Gamification app of Odoo gives you simple and creative ways to motivate and evaluate your employees with real-time recognition and badges inspired by game mechanics.
From the Apps menu, search and install the Gamification module. You can also install the CRM gamification app, which will add some useful data (goals and challenges) that can be used related to the usage of the CRM/Sale modules.
Create a challenge
You will now be able to create your first challenge from the menu :menuselection:`Settings --> Gamification Tools --> Challenges`.
As the gamification tool is a one-time technical setup, you will need to activate the technical features in order to access the configuration. In order to do so, click on the interrogation mark available from any app (upper-right) and click on About and then Activate the developer mode.
A challenge is a mission that you will send to your salespeople. It can include one or several goals and is set up for a specific period of time. Configure your challenge as follows:
- Assign the salespeople to be challenged
- Assign a responsible
- Set up the periodicity along with the start and the end date
- Select your goals
- Set up your rewards (badges)
Badges are granted when a challenge is finished. This is either at the end of a running period (eg: end of the month for a monthly challenge), at the end date of a challenge (if no periodicity is set) or when the challenge is manually closed.
For example, on the screenshot below, I have challenged 2 employees with a Monthly Sales Target. The challenge will be based on 2 goals: the total amount invoiced and the number of new leads generated. At the end of the month, the winner will be granted with a badge.
Set up goals
The users can be evaluated using goals and numerical objectives to reach. Goals are assigned through challenges to evaluate (see here above) and compare members of a team with each others and through time.
You can create a new goal on the fly from a Challenge, by clicking on Add new item under Goals. You can select any business object as a goal, according to your company's needs, such as :
- number of new leads,
- time to qualify a lead or
- total amount invoiced in a specific week, month or any other time frame based on your management preferences.
Goals may include your database setup as well (e.g. set your company data and a timezone, create new users, etc.).
Set up rewards
For non-numerical achievements, badges can be granted to users. From a simple thank you to an exceptional achievement, a badge is an easy way to exprimate gratitude to a user for their good work.
You can easily create a grant badges to your employees based on their performance under :menuselection:`Gamification Tools --> Badges`.