Navigating the Team Dashboard

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  7. Navigating the Team Dashboard

The Team Dashboard in the SecureDB application is a central hub for all coaching tool data related to your teams. Here’s how you can navigate and utilize the dashboard effectively:

  1. Accessing the Team Dashboard:
    • Selecting a Team: Once logged in, you’ll find a dropdown menu at the top of the Dashboard. Use this to select a specific team whose data you wish to view.
  2. Exploring Team Data:
    • Accessing Team Dashboard: For a detailed view of your team’s data, select “Team Dashboard” from the “Performance” section in the menu. For more information on navigating the dashboard, visit Team Dashboard Guide.
  3. Detailed Team Insights:
    • The Team Dashboard, accessible through Team Dashboard, provides insights into Engagement/Performance charts, Objective Status, Goals, To-Dos, and summaries of Reviews and Weekly 1-on-1s.
  4. Reviewing Individual Performance:
    • To delve into an employee’s performance review, click on the “View Archive” button next to their name. For detailed instructions, see Viewing Employee Reviews.
    • You can manage reviews by copying, exporting to CSV, or printing, as detailed in Managing Reviews.
  5. Handling Multiple Teams:
    • If you’re managing multiple teams, switch between them using the dropdown menu. Each team’s specific information can be accessed as described in Managing Multiple Teams.
  6. Additional Support:
    • For further assistance or queries, please contact your account manager.