Locations

Locations define where your business operates.

If your organization has multiple stores, offices, or sites under the same brand, each one should be set up as a Location. This allows you to separate staff, performance, and accountability while still operating within one organization.

In Dual Dash, your Organization is made up of Locations.

What a Location includes

Each Location represents a distinct operating unit and includes:

• Employees assigned to that location
• Performance data specific to that location
• Leaders responsible for that location
• Scorecards, meetings, and reporting filtered by location

Even if the business name is the same, Locations separate how each site operates.

When to create a Location

Create a Location when:

• You have multiple stores or offices
• Each site has its own staff
• Performance should be tracked separately
• Leadership is responsible for a specific site

Examples:

• Dealership groups with multiple rooftops
• Multi-location retail stores
• Regional offices or branches

If people, performance, and accountability differ, it should be a separate Location.

Create a new Location

To create a Location:

1. Navigate to Organization Settings
2. Select Locations
3. Click Add Location
4. Enter the Location Name
5. (Optional) Add additional details if applicable
6. Click Save

Use clear naming so Locations are easy to identify across the system.

Assign employees to a Location

Employees must belong to a Location.

When adding or editing an employee:

• Select their Location
• This determines where their performance and activity are tracked

Each employee is tied to one Location at a time.

How Locations are used

Locations are a core filter across Dual Dash.

They are used to:

• View Scorecards by location
• Track performance across multiple sites
• Compare one location to another
• Filter Surveys, Meetings, and Reporting
• Align coaching at the location level

Locations give structure to multi-site organizations.

Best practices

• Create a Location for each physical or operational site
• Use consistent naming (e.g., “Store 101”, “Downtown Location”)
• Ensure employees are assigned correctly
• Avoid combining multiple sites into one Location
• Regularly review for accuracy

What good looks like

• Each location has clear ownership
• Employees are correctly assigned
• Performance is tracked independently per site
• Leaders can compare and coach across locations

Locations make performance visible — site by site.