How do I create a report or dashboard to show current and pipeline client load? Some context - we're a non-profit that operates like a law firm - I'd love to be able to see who has a full load or who has capacity and when for new clients

Question

We're a small non-profit, 15 total staff, with 10 practitioners. Half of our practioners coach clients, and I'd love to use Salesforce to track their client work, and also know when they would be able to take on new clients. In my mind, this is a chart on a dashboard that shows each practioner, their current client load based on intensity (or hours per week), that I could look at for each month to know who has capacity when. If anyone has experience setting this up, I'd appreciate the help!

Steve Molis · Answer

Can you post a screenshot of the Report and the Filters, Groupings, Settings that you're currently using and a create a mock-up of what you want your Report to look like?  ​For questions related to Analytics: Reports and Dashboards those are really helpful

How do I create a report or dashboard to show current and pipeline client load? Some context - we're a non-profit that operates like a law firm - I'd love to be able to see who has a full load or who has capacity and when for new clients

Reports & Dashboards

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