Group Types and Group Best Practice

Hierarchy Best Practice

We recommend using a similar model like the following for organizing your Users.

Note: a single Group Type is utilized for Scorecards, often Role.

1. Group Type = Role

Groups = 

1. Sales Development

2. Enterprise Sales

3. Customer Success

4. Support Rep

2. Group Type = Division

Groups = 

1. Sales Group

2. Success Group

3. Support Group

3. Group Type = Teams

Groups =

1. Alpha Team

2. Bravo Team

3. Charlie Team

4. Group Type = Office/Location

Groups =

1. NYC

2. Denver

3. Tampa

5. Group Type = Fantasy Teams

Groups =

1. Broncos

2. Giants

3. Buccaneers

6. Group Type = Analytical Cohorts 

Groups =

1. Q2.18 New Employees

2. Q3.18 New Employees

3. Q4.18 New Employees

4. Q1.19 New Employees