Managing Tribes
Tribe groups
Organising tribes into a hierarchy, the groups that build themselves, and what overwrites your manual changes.
Last updated September 2, 2026
Tribe groups arrange your tribes into a tree — by region, by advisor, by performance, by anything you like. They are what you scope a custom dashboard to, and how you filter the tribe list.
Building one by hand
Press Add Group, give it a name and description, optionally assign an advisor, and choose the tribes. Use Add Sub Group on a row to nest one inside it.
- Groups nest four levels deep at most.
- Two groups under the same parent cannot share a name.
- Maximum Tribes caps the group's size; leave it empty for unlimited.
- Selecting a parent anywhere in the product includes every tribe beneath it.
Groups that build themselves
The Generate menu creates whole trees for you and keeps them up to date daily:
| Generate | What you get |
|---|---|
| From advisor groups | A sub-group per advisor, from the advisor set on each tribe. |
| From states / provinces | A sub-group per state, from each tribe's address. |
| New tribes | Tribes opened in the last 12 months. |
| Top / bottom tribe sales | The best and worst performers over the last 12 months. |
| Increasing / decreasing sales | Tribes ahead of and behind last year. |
They are opt-in — nothing is generated until you ask for it once. After that they refresh every day.
Do not hand-edit a generated group
How the sales groups pick
- Only Active tribes are ranked.
- Tribes with no sales in the window are left out altogether, so the bottom group is worst-selling rather than not-selling.
- The default size is 20 per group, adjustable with Maximum Tribes.
- Increasing and decreasing skip anywhere with no figures for the year before.
Not the same as Reports tribe groups
The Reports module has its own, unrelated, flat list also called Tribe Groups. The hierarchical ones described here are the ones under Tribes, and they are the ones custom dashboards use.