Prove you have the capacity to hit goal.
One shared, real-time view of appointment capacity, PTO, and scheduling — so the answer to 'do we have enough?' takes two seconds, not a spreadsheet.
The problem
Sales capacity, time-off, role differences, and calendar changes usually live in separate places. So the one question that matters — is there enough available capacity this week to meet goal? — becomes a manual reconciliation nobody trusts.
When PTO is approved in one system and capacity is tracked in another, the numbers drift apart. Scheduling ends up planning against a picture that's already out of date.
What we actually build
Goal vs. available, at a glance
The dashboard answers one question immediately: do we have enough available appointment capacity to meet goal this week?
PTO that updates capacity
A time-off request routes to a manager; approving it removes those hours from available capacity automatically. No double entry.
One shared view
Representatives, managers, and scheduling all see the same real-time numbers — not three copies that disagree.
Scheduling visibility
Scheduling sees exactly what capacity has been supplied, with entered and reconciled status, so planning is against current reality.
See the Workflow
Walk a PTO request from submission to a scheduling update — approve it yourself and watch the week's capacity recalculate live.
Interactive demo with fictional representatives and dates. The live system holds real employee schedules, so it is never shown here.
Representative
Waiting for a request…
This week · available vs. goal
Thursday recalculates on approval
102 / 120
18 short
Scheduling view · Thursday
The workflow
- 01Representative requests time off
- 02Manager approves or declines
- 03Capacity updates
- 04Scheduling sees the change
What changes for your business
- Answer 'do we have enough capacity?' in seconds
- PTO and capacity stay in sync automatically
- Managers approve or decline in one place
- Scheduling plans against real-time numbers
- Role and market differences accounted for
- One source of truth instead of competing spreadsheets
This is built for
Common questions
It's a working internal system, available to pilot partners. We tailor it to how your team defines capacity and goal rather than shipping a fixed template.
Is this the right fit for your business?
One conversation is usually enough to tell. If something else would serve you better, we'll say so.