Department

Human Talent

People, culture & KPIs

KPIsHiringOnboardingPerformanceCompensationCultureLearning

Live data — this department shows only your records for the active business. Metrics appear here as you add them.

People

Team Status

People

Active
41
Time off
3
Onboarding
2
Contractor
6
At risk
1

View Team

Load

Capacity / Workload

R. Kim
Sales Lead
112%
J. Patel
Head of Marketing
104%
A. Rivera
Content Lead
96%
S. Okafor
Ops Manager
88%
M. Chen
Design Lead
72%
L. Alvarez
Support Lead
61%

View Capacity

Hiring

Hiring Pipeline

Head of Engineering
Final round · 4 in pipeline
Critical
Senior Full-Stack Eng
Onsite · 7 in pipeline
High
Customer Success Manager
Screen · 12 in pipeline
High
Sales Development Rep
Sourcing · 18 in pipeline
Medium
Product Marketing Manager
Draft JD · 0 in pipeline
Low

View Roadmap

Availability

Time Off & Availability

Demo

J. Patel · PTO
Jul 8 – Jul 12
Pending
M. Chen · PTO
Jul 15 – Jul 19
Approved
S. Okafor · Sick
Jul 6 (today)
Auto-approved
A. Rivera · Personal
Jul 22
Pending

View Calendar

Actions

People Actions

Close Head of Engineering hire
Final round Jul 9 · unblocks 4 OKRs
HighJul 9
Rebalance R. Kim workload (112%)
Burnout risk · offload 2 accounts
HighThis week
Nudge 3 overdue Q2 reviews
Owners: J. Patel, S. Okafor, R. Kim
MediumJul 10
Publish Chief of Staff role
JD approved · post to 3 boards
MediumJul 12
Onboarding kickoff — 2 new hires
Day-1 pack + buddy pairing
LowJul 15

View All Actions

AI Insights

Team is running hot at 94% capacity with 2 leads above 100% — closing the Head of Engineering hire and rebalancing R. Kim's book this week protects Q3 delivery.

What's going well

Team grew by 3 this quarter with strong pipeline across 5 open roles
Hiring pipeline is healthy — 41 candidates in flight across all reqs

What needs attention

R. Kim (112%) and J. Patel (104%) are over capacity — burnout risk
Head of Engineering hire is blocking 4 OKRs
3 Q2 reviews overdue — cycle closes Jul 20

What to do next

Rebalance R. Kim's workload this week — offload 2 accounts
Accelerate Head of Engineering to offer after Jul 9 final round
Nudge owners on 3 overdue reviews before cycle close

View Recommended Actions

Headcount

+3 · this quarter

Open roles

2 critical

Retention (12mo)

89%

+2pts

eNPS

Next Best Action

What to do next, in order.

Final-round Head of Eng candidates

Critical

Critical hire, drives Q4 product velocity.

Impact: Unblock 4 OKRs · Founder · May 22

Address R. Kim capacity (110%)

High

Sales lead stretched; risk of burnout + missed quota.

Impact: Protect $5M ARR plan · Founder · This week

Move 'Investor update' to Chief of Staff

High

Founder time leak; weekly recurring.

Impact: +3h/wk founder · CoS · May 20

Recommendations are decision-support suggestions based on available data. They do not guarantee results.

Open the KPI Tracker

Display, assign & track KPIs across yearly, quarterly, monthly, weekly

Team

Team overview

Name	Role	Business	Type	Responsibilities	Capacity	Performance	Status
Maya Chen	VP Engineering	Apex Consulting Studio	FT	Eng leadership	100%	Exceeds	Active
Riku Kim	Head of Sales	Skyline Events Co.	FT	Pipeline, quota	110%	Stretched	Active
Sara Okafor	CSM Lead	Empire Academy	FT	Onboarding, retention	90%	Meets	Active
Alex Rivera	PM	Apex Consulting Studio	FT	Workflow product	85%	Meets	Active

Extended team

Contractors

Contractor	Service	Business	Cost	Contract	Renewal
Helix Studio	Brand design	Skyline Events Co.	$42K (project)	Active	Jul 2026
K. Tanaka	Fractional CFO	Empire Academy	$12K/mo	Active	Rolling
BlueShift Talent	Recruiting	Apex Consulting Studio	$18K (placement)	Needs Review	Per role

Capacity

Team capacity

Maya Chen100%

Riku Kim110%

Sara Okafor90%

Alex Rivera85%

Insight

Skill gaps

Engineering leadership
Hire in flight
Critical
Demand generation
Consider agency
High
Enterprise legal
Fractional GC
High
Data analytics
Cross-train PM
Medium

Hiring

Hiring roadmap

Role	Business	Reason	Priority	Budget	Target	Status
Head of Eng	Empire Academy	Scale eng org	Critical	$280K OTE	Q3 2026	In Progress
COO	Apex Consulting Studio	Operating system owner	High	$320K OTE	Q4 2026	Planned
Sr CSM	Skyline Events Co.	Coverage for enterprise	High	$160K OTE	Q3 2026	Active

Founder leverage

Delegation queue

Task / process	Current owner	Ideal owner	SOP	Priority	Status
Weekly investor update	Founder	Chief of Staff	Open	High	In Progress
Customer QBRs	Founder	CSM Lead	Open	Medium	Planned
Final design review	Founder	Head of Design	Open	Medium	Idea