Departments

Departments define how your organization operates.

They group people, responsibilities, and assignments into clear functional areas—like Sales, Service, or Administration—so performance can be tracked and managed at the right level.

Departments also act as a foundation for reporting, filtering, and accountability across Dual Dash.

What a Department includes

Each Department contains:

• Department Name
  The label used across the system (e.g., Sales, Service)
• Department Code
  An internal identifier (optional, but useful for structure and integrations)
• Department Head
  The leader responsible for that department
• Department Assignments
  The measurable work tied to the department (KPIs)

Create a Department

To create a new Department:

1. Navigate to Organization Settings
2. Select Departments
3. Click Add Department
4. Enter:
   • Department Name
   • Department Code (optional)
   • Department Head
5. Click Save

Keep naming simple and consistent with how your organization already operates.

Add Department Assignments

Departments can have their own assignments (KPIs).

To add one:

1. Click Add under Department Assignments
2. Enter:
   • Assignment Name
   • Description (optional)
3. Choose if it is Measurable
4. Select:
   • Source
   • Frequency (Daily, Weekly, Monthly, etc.)
   • Measurement type
   • Category

If tracking performance levels:

• Enable multiple performance levels
• Define thresholds for:
  • Fails
  • Meets
  • Exceeds

5. Save the assignment

You can also:

• Apply the assignment to other departments if relevant

How Departments are used

Departments power multiple parts of Dual Dash:

• Scorecards → Track performance by department
• Filtering → View data by department across tools
• Coaching → Align conversations at the team level
• Reporting → Compare performance across departments

They provide structure to your data.

Best practices

• Keep department names clear and consistent
• Assign a responsible Department Head
• Avoid duplicate or overlapping departments
• Use assignments that reflect real work being done
• Review periodically as your organization evolves

What good looks like

• Clear ownership by department
• Relevant assignments tied to outcomes
• Clean structure that matches how the business runs
• Easy filtering and reporting across teams