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Update capacity worksheet when deals close or progress

Update capacity worksheet when deals close or progress

Deals not reflected in your capacity sheet create overbooked consultants and unreliable staffing forecasts. Keep engagement hours and revenue current so planners staff correctly before each sprint.

Update capacity worksheet when deals close or progress

Overview

When deals don't flow into your capacity worksheet, planners scramble and projects start understaffed. This flow pushes qualifying deal details into your capacity sheet and updates engagement hours and revenue within minutes, so planners can staff confidently before each planning cycle.

Update capacity worksheet when deals close or progress