Where to find it | Sidebar → People → Staffing |
Who can see it | Everyone except standard-access users |
Can you change data here? | Nothing real. Everything stays in your browser. |
How fresh is it? | The starting numbers match Employees exactly |
What it's for
Someone resigns, goes on leave, or is clearly overloaded, and you have to decide who absorbs their clients. Doing that directly on Manage Leads is risky — every change there is real and immediately visible to everyone.
Staffing is the rehearsal. It shows one column per person, a card for each client they lead, and a live before → after comparison of everyone's book value and credited revenue as you move clients around.
A banner across the top says it plainly: simulation mode — changes are local only and never saved.
The starting numbers are calculated by the same code as Employees, so your "before" always matches what leadership already sees. That's what makes the "after" trustworthy.
What you'll see
One column per person, headed with their book value (MRR) and credited revenue (RPE), each shown as before → after with a green or red delta once you change something.
A card per client in each column, showing the client's monthly revenue, the person's allocation percentage, and a Lead or Support badge.
A reassign button on each card to hand that client to someone else.
An editable allocation percentage on each card.
Revert on individual cards, and Reset all to clear the whole scenario.
Download CSV — the only way to share a scenario.
How to use it
Plan a departure or a leave. Filter to the affected division or department, find the person's column, and reassign each client. Watch the receiving columns' numbers move. The question you're answering is: does anyone's book get too heavy? Export the CSV as the transition plan.
Rebalance a team. Pull up a department, scan credited revenue across columns, and look for the outlier carrying far more than their peers. Move one or two clients until the spread looks defensible. This turns "she's swamped" into a number.
Pressure-test a split. On a shared client, drop the lead from 60% to 50% because a support person is doing more of the work, and read the effect on everyone on that account — before you propose the real change.
Build a headcount case. Simulate absorbing an open role's clients across the existing team. The before-and-after gap in credited revenue is the argument for or against backfilling.
Then make it real. Staffing never saves. Once the plan is agreed, commit lead changes on Manage Leads and percentage changes where they belong, then hit Reset all here so your local scenario stops layering on top of the new reality.
Good to know
You must pick a division or department first. With no filter the board just says so — the whole company would be hundreds of columns.
Your scenario is saved to your browser, not to Signal. It survives closing the tab and comes back when you return. It does not follow you to another laptop, nobody else can see it, and clearing browser data deletes it. Export the CSV to share.
VABO clients don't appear as cards — performance-based revenue isn't staffable work. But each person's credited revenue in the column header does include their VABO share, to stay consistent with Employees. Book value excludes VABO entirely.
Account Directors added from Nova count toward book value but take 0% of the credited split. So adding an AD moves one number and not the other. That's intentional, and it explains a lot of "why didn't that move?" moments.
The default percentages are provisional. The standard splits — one person 100%, two people 60/40, three 50/30/20, and role-weighted splits for Consulting — are current working values rather than ratified policy. A real per-client override always beats them.
Your month selection changes the baseline. These are averages over the selected months, so two people with different selections see different numbers. Worth confirming before a meeting.
Common questions
Does anything I do here affect real assignments? No. Nothing on this page writes to any shared system. There's no save button because there's nothing to save.
The board is empty. You need at least one division or department filter. If you have one and still see nothing, no people match your combined filters.
Why don't the book-value numbers match Finance? Three reasons, usually all at once: they're averages over your selected months; they count the full value of every client a person is on, so adding people's numbers together double-counts shared clients; and VABO is excluded. At the level of one client in one month, it matches.
What's the difference between the two numbers in the column header? Book value (MRR) is the total monthly value of every client the person touches. Credited revenue (RPE) is their slice after splitting each client across its team. One measures reach, the other measures credit.
Will my scenario still be there tomorrow, and can my VP see it? Yes, and no. It's saved to your own browser and restored on reload. Nobody else can see it and it won't follow you to another machine.
I moved a client and the receiving person's credited revenue barely changed. That's the allocation split doing its job. If the client already has several people on it, the newcomer gets only their percentage. And if an Account Director sits on the card via Nova, they take 0% of the split. Check the percentage shown on the card.
Where are the VABO clients? Excluded from the board by rule. The credited-revenue figure in the header still includes each person's VABO share.
A colleague gets bounced to Summary when they open this. They're on standard access. See Who can see what.
Related
Employees — the real version of these numbers
Manage Leads — where a simulated plan becomes real
Role Capacity — whether the team is loaded correctly overall
Glossary — RPE, MRR, allocation percentage