May Release Highlights

By Chris Lee on May, 3 2019
Chris Lee

Chris is a co-founder at Carv and resident blogger. Chris also leads new partnerships, market development, and sales.

New Dashboards!

This week we released three new dashboards that compare workloads associated with specific clients, teams, and roles.

These views are perfect for:

  • Identifying which roles are over or under capacity
  • Finding opportunities to cross-sell and renew contracts
  • Balancing workloads across teams

Clients view:


  • Colors correspond to roles
  • Each color-coded stack of curves is a project
  • For clients that are heavy in one or two roles, there may be cross-selling opportunities
  • Clients with projects ending soon present a contract renewal or up-sell opportunity


Roles view:


  • Each row shows the assignments for that role
  • Individual curve represents an assignment
  • Horizontal lines show 100% capacity for that role
  • Allows you to prioritize and direct sales efforts based on role availability
  • Allows you to quickly evaluate which roles need additional staff


Teams view:


  • Each row shows work assignments, by team
  • Colors correspond to roles
  • Individual curves are individual assignments
  • Seeing each team’s utilization rate simplifies the process of making new team assignments


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