Teams help you see and manage your organization more clearly.
They allow you to group employees in a way that reflects how your business actually operates—whether that’s by department, location, function, or any custom structure.
Once created, Teams can be used across Dual Dash for filtering, reporting, and coaching.
When to create a Team
Create a Team when you want to:
- Group employees for better visibility
- Compare performance across groups
- Filter dashboards, scorecards, and reports
- Align coaching at a team level
Common examples include:
- Sales Team
- Service Department
- Leadership Team
- Store Location
- New Hire Cohort
If you’re managing or analyzing a group together, it should likely be a Team.
Create a new Team
To create a Team:
- Navigate to Organization Settings
- Select Teams
- Click Add Team
- Enter a Team Name
- (Optional) Add a description for clarity
- Save
Keep names simple and recognizable. Teams should match how your organization talks about itself.
Add members to a Team
After creating a Team, assign members:
- Add employees directly to the Team
- Or assign Teams when adding/editing an employee
Employees can belong to multiple Teams if needed.
For example:
- A manager could be part of both Leadership and Sales
- A technician could be part of Service and Training Group
Use Teams across Dual Dash
Once set up, Teams become a powerful filter across the platform.
You can use Teams to:
- View Scorecards by team
- Analyze trends in Surveys
- Filter 1:1 reporting
- Compare performance across groups
- Identify where coaching is needed most
Teams give context to your data.
Keep Teams clean and intentional
As your organization grows, Teams can become cluttered.
To keep things useful:
- Avoid duplicates or overlapping Teams
- Use consistent naming
- Archive Teams that are no longer relevant
- Periodically review membership
A clean structure makes everything easier to understand.
What good looks like
- Teams reflect real operating structure
- Employees are assigned accurately
- Leaders can quickly filter and compare
- Coaching is aligned at the team level
Teams don’t change your structure.
They make it visible.
And when your structure is clear, better decisions follow.
