As an executive, Dual Dash gives you a clear view of how the organization is performing.

You can see performance across teams, understand where coaching is happening, and identify where improvement is needed.

Today is about getting oriented and understanding how to use the system to support the entire organization.

Here’s the simple path.

1. Review Your Dashboard

Your dashboard is your personal workspace.

Only you can see it.

Executives often configure their dashboard to monitor performance across the organization.

Common widgets include:

• Scorecards — performance across teams and departments
• 1:1 Manager Reporting — visibility into coaching conversations
• Action Items — commitments made across meetings
• Goals & Tasks — progress on organizational priorities
• Survey Insights — employee sentiment and feedback

You can add, remove, and rearrange widgets to fit how you lead.

Think of your dashboard as a real-time view of organizational performance.

2. Review Organization Scorecards

Next, open Scorecards.

Executives have visibility across all scorecards in the system, including:

• individual performance
• job group performance
• department performance
• organization-wide KPIs

Scorecards help leaders quickly see:

• performance trends
• benchmarks and gaps
• areas that may require attention

Instead of searching through reports, executives can see where performance is strong and where support may be needed.

3. Monitor Coaching and Conversations

Executives also have access to manager reporting for 1:1 meetings.

This provides insight into how coaching is happening across the organization.

You can review:

• 1:1 activity across teams
• meeting consistency
• themes discussed during conversations

This visibility helps ensure that coaching and alignment are happening throughout the organization.

4. Review Feedback from Surveys

Dual Dash also helps leaders understand how employees are experiencing the organization.

In Survey Center, executives can review:

• survey insights
• employee sentiment trends
• anonymous comments and feedback

This provides valuable context around engagement, morale, and opportunities for improvement.

5. Review and Approve Ideas

Employees can submit Ideas to suggest improvements or opportunities.

Executives have the ability to review and approve these ideas.

Ideas often surface:

• process improvements
• operational insights
• opportunities identified by the front line

Many organizations discover meaningful improvements through these suggestions.

6. Manage Organizational Structure

Executives also have access to the Organization section.

This is where leaders configure how the system supports the organization.

Here you can:

• add employees
• define job roles
• configure Success Drivers
• create KPIs
• organize teams and departments

These settings help ensure the system reflects how the organization operates.

What’s Next

Now that you’re oriented in the executive view of Dual Dash, the most important place to focus is 1:1 meetings.

That’s where performance data turns into real conversations and coaching happens across the organization.

In Dual Dash, 1:1s help leaders:

• review scorecard performance
• align priorities
• remove obstacles
• develop people

Head to Your First 1:1 to learn how meetings work and how to run effective coaching conversations.