Power Pipeline - Capacity Profile Page

What is a Capacity Profile in Power Pipeline?
 

A Capacity profile in Power Pipeline is created for only a single record type i.e. accounts based on different segments, making it easy to set assignment caps for each team based on the segment. This feature facilitates setting assignment caps for each team member according to the segment they handle. You have the flexibility to allocate individual limits to team members or opt for a shared limit across different segments.

Capacity profiles streamline the management and distribution of accounts among sales teams, ensuring equitable assignment of responsibilities to team members.

Note: Please note that any capacity profiles created in Power Pipeline will not be reflected in Router Pro / PowerRouter (Lightning) and vice versa.

How to set Capacity  profiles?

In the Route To Team component, there are three sections:

• General Section: This section is the primary area where you select the team to route accounts to.
• Advanced Section: For more intricate rules like assigning to specific accounts or owners, setting up email templates, etc., you can configure them here.
• Capacity Section: In this section, you can create capacity profiles and define caps for users.

To enable the Capacity profile, the user must first select a Team in the General section. Then, proceed to the "Capacity" tab and toggle on "Enable Capacity" to set the cap. You have two options:

• Create New Profile: This option allows you to create a new Capacity profile.
• Use Existing Profile: Here, you can utilize a pre-existing profile created for another lead segment.

How to Create a New Capacity Profile?

1. Click on the "Create New Profile" radio button.
2. Give the new profile a unique name.
3. Choose the duration of the capacity limit, such as leads assigned daily, weekly, monthly, or All Time.
4. Select whether to set a uniform cap for all users in the team.
5. Adjust individual cap limits using the ‘+’ or ‘-’ buttons.
6. Click the ‘Tick’ icon to save the cap limits.
7. Finally, hit ‘Save’ to create a new capacity profile.
   
   

How to Use an Existing Capacity Profile?

1. Select "Use Existing Profile."
2. Choose the desired profile from the drop-down menu.
3. The cap limits and duration are automatically set for you.
4. Click the ‘Tick’ icon to save the cap.
5. Finally, hit 'Save' to record your new Capacity profile.
   
   

How to Create a New Capacity Profile from the Capacity Profiles tab?

1. Navigate to the People module and access the Capacity Profiles tab.
2. Click on the "+ New Profile" button.
3. Provide a name for the new profile, select the Assignment Field, and choose the duration of the Capacity limit.
4. Select the team from the dropdown menu to view associated users and their caps.
5. Adjust individual caps and settings as needed.
6. Click the Tick icon to save the cap limits.
7. Finally, hit ‘Save’ to save your newly created Capacity profile.