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How to Use Dashboard Builder
How to Use Dashboard Builder

This guide will walk you through Dashboard Builder and how to use it with your teammates

Taylor Nash avatar
Written by Taylor Nash
Updated over a week ago

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.

Let's walk through how this works!

Navigate to Dashboard Builder on the left sidebar navigation.

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.

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.

This will automatically generate a new view of the dashboard with your selected teammates. No teammates will be notified when added to a dashboard.

You can continually adjust your view by adding or removing people using the Dashboard Builder. Click the person icon to remove someone from the dashboard.

When you have the team you want on your dashboard, you can close out of the Dashboard Builder, reopening it anytime by clicking Customize.

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.

Dashboard Builder respects the Privacy Settings of each team member. 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.

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. Learn more about Meeting Dashboards.

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.

Let's look at Energy Rhythm for example. 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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