Capacity planning
Staff agencies with confidence. Utilization and capacity reports use live time on projects—not a separate resourcing spreadsheet.
Utilization by person
See billable vs available hours per team member. Spot burnout and bench time before deals close.
Capacity by team
Roll up utilization for departments or practice groups when you staff cross-functional agency teams.
Time-linked truth
Capacity views reflect timers and timesheets on projects and cards—the same hours that flow into invoices.
Forecast vs pipeline
Combine delivery load with sales pipeline forecasting to decide whether you can take on new retainers or SOWs.
Built for agency operators
- Answer “Can we take this client?” with data, not gut feel.
- Pair capacity planning with team and project profitability forecasts.
- Dashboard metrics refresh on demand for leadership reviews.
For P&L, AR aging, and margin reports, see financial reporting.