Agency OS
Agency leaderboard
The top ten closers and setters across all of your agency's client workspaces, ranked by cash.
The Agency OS leaderboard ranks the people working across every client workspace your agency runs. It has two tables: Closers and Setters.
Who can open it
Any member of an agency on the Pro plan. For the leaderboard inside a single workspace, see Leaderboard.
Using the leaderboard
- Choose This month (the default) or All time at the top right.
- Read the Closers table, then the Setters table below it.
Each row shows the rank, the person's name, the workspace they work in (marked with that workspace's brand colour), their closes and their cash.
How the ranking works
| Table | Ranked by |
|---|---|
| Closers | Cash collected on their closes in the period |
| Setters | Cash generated from the calls they booked, in the period |
Each table shows up to ten people. Only people with more than zero cash in the period are ranked, so someone with closes but no cash collected yet does not appear. This month runs from the first of the current month, London time, to today.
Mixed currencies
Cash in different currencies cannot be ranked against each other, so PYLO never does. If your workspaces use more than one currency, each table splits into one ranking per currency, labelled with the currency code, and each has its own top ten numbered from 1. The subtitle says so when this happens.
When the tables are empty
If no closes have been recorded in any client workspace for the period, the table reads Nothing to rank yet. Ranks appear as soon as closes with cash are recorded.
The Agency dashboard shows the top three of each list for whichever range you have picked there.
What the figures mean
Each explanation below is generated from PYLO's metric registry, the same source Ask PYLO and Claude quote from, so the docs and their answers always agree.
Closers
Closes by this pair
Calls that closed or took a deposit in this period, attributed to one closer and setter pair. No live-call filter, so it sums to deals.closed and not to calls.closes.
Cash on those closes
Succeeded payments joined to those calls. Joined on the call, so this is not netted against refunds the way cash.collected is.
Setters
Closes by this pair
Calls that closed or took a deposit in this period, attributed to one closer and setter pair. No live-call filter, so it sums to deals.closed and not to calls.closes.
Cash on those closes
Succeeded payments joined to those calls. Joined on the call, so this is not netted against refunds the way cash.collected is.