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Help centre / Deliver & get paid

Capacity planner and capacity vs revenue

See who's overbooked, who has room, and whether future work matches your team and revenue.

Available on Pro and Agency

What it is

The top of Capacity shows each person's load for the next 8 weeks. Below it, Capacity vs revenue looks 12 weeks ahead: free hours (after approved leave and England & Wales bank holidays), booked hours, likely hours from open deals, and the revenue and margin each week brings in.

When to use it

  • Before agreeing a start date or a big job.
  • Deciding whether to hire, book leave or push marketing.
  • Agency owners comparing all their businesses together.

How to do it

  1. Open Capacity and add each team member with their weekly hours. Add their account email so their tasks and project stages count.
  2. Give tasks estimated hours and project stages hours per week — these make up Booked.
  3. Add expected close dates to open deals. Likely hours = deal value × win chance ÷ your hourly rate, spread over 4 weeks from the close date.
  4. Scroll to Capacity vs revenue. Red weeks are overbooked; grey 'room spare' weeks are under 60% used.
  5. Running more than one business? Switch on All my businesses for a combined view.

Good to know

  • Your hourly rate is learned from logged time once you have 20+ hours; until then a £50/h starting guess is used and labelled as such.
  • Deals with no expected close date are left out of Likely — the page tells you how many.
  • Someone in two of your businesses is only counted once.

Still stuck? Read troubleshooting, or sign in and open Help & support.