Chapter 5. People and capacityPreview
People and capacity
Load and quality together, so the next client goes to the right person.
Preview. This screen shows the intended shape of the work with mock data. It is not interactive in this build.
Load and quality
Click a person to open their profile.
No people
No staff accountants in scope.
Load against quality
Weighted load on the x-axis, first-pass rate on the y-axis.
No data
No load data to chart.
Who can take the next client
0 people have room
No spare capacity
No one currently shows room for another client.