Who can do this: All Cloverleaf users. Dashboards can only be generated for teammates who have existing Cloverleaf accounts in your organization.

Navigate to Collaborate in the left sidebar navigation and select Dashboard Builder. By default, you'll appear on the dashboard yourself.
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This generates a new dashboard view with your selected teammates. No teammates are notified when added to a custom dashboard.
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Click the person icon with the minus sign next to a teammate's name to remove them from the dashboard. Dashboard Builder doesn't have a built-in save feature, so use your browser's bookmark function if you want to return to a specific custom dashboard later.

Drill into the dashboard's modules to learn more about your teammates and how you work together best. Connect your calendar to have Cloverleaf automatically generate a dashboard for each meeting you're in.
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Decision point:

Dashboard Builder respects each teammate's Visibility Settings:

Dashboard Builder is separate from Team Dashboards and Meeting Dashboards and is generated individually. Changes you make in your Dashboard Builder are visible only to you, and teammates aren't notified of any changes.
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Explore dynamics by reviewing assessment results alongside the Team Roles grid and the Thinking Styles Comparison tool. Use Dashboard Builder to prepare for a meeting, get oriented with a new team, or dive deeper into how you work with the people you collaborate with most closely.
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Energy Rhythm shows how a group's energy tends to move through the day. For example, a team made up mostly of Pacers will typically peak in the morning, making that the best time to collaborate and strategize together. Watch for teammates who are Anchors, they may need extra support getting energized about shared work without burning out.
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Whether you're working on a project team, collaborating cross-functionally, or seeking to understand dynamics with someone new, using Dashboard Builder, you can customize dashboards as needed, without creating a Cloverleaf team.
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Navigate to Collaborate and click Dashboard Builder on the left sidebar navigation.
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By default, you will appear on the dashboard. To add other teammates to this view, click Customize on the top left. This will open a sidebar to add teammates to the dashboard.
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Select teammates from the dropdown or search for their names, and click on their name to add them to your list. Once you have selected who you want to add, click Add.

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This will automatically generate a new view of the dashboard with your selected teammates. No teammates will be notified when added to a custom dashboard.
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You can continually adjust your view by adding or removing people using the Dashboard Builder. Click the person icon with the minus sign on the right to remove someone from the dashboard.
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Drill into the modules on the dashboard to learn more about your teammates and how you best work together. Connect your calendar for Cloverleaf to automatically create dashboards for each meeting you are in!

Dashboards can only be generated for teammates who have existing Cloverleaf accounts in your organization.
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This feature respects the Visibility Settings of each team member.
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For example: If a person has privacy set to open to anyone with or without a Cloverleaf account, you will be able to search them and add them to your dashboard. If a person has privacy set to only my teammates and those in my Coaching Network, if you are not a part of their Coaching Network or actively on a team with them, they will be hidden and you will not be able to add them to a dashboard.
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​Dashboard Builder is separate from Team or Meeting Dashboards and is generated by individuals. Any changes made on your Dashboard Builder can only be seen by you, and teammates will not be notified.
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Try exploring your team dynamics by leveraging different assessment results, the Team Roles grid, and the Thinking Style Comparison tool. You can use the Dashboard Builder to get ready for a meeting, get insights on a new team you are working with, or dive deeper into dynamics with the people you work closest with.
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Let's look at Energy Rhythm. With this group, we can see that this team has mostly Pacers. Most of the team is at its peak in the morning, so that is the best time to collaborate and strategize together.

The Pacers still need to remember their teammate who is an anchor, helping them get excited about their work together without burning them out.
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