View coverage and capacity

Updated
  • Updated on Aug 14, 2025
  • Published on Dec 9, 2024
  • 2 minute(s) read
  • CC
 Prev Next

View all the users on your plan that are placed in a role in a team or territory and the total number of users according to whether they are active or inactive, and what their role type is.

Before you begin

View team or territory coverage

The coverage tab displays users who are actively holding a role in a specific team or territory.

  1. Go to the appropriate module (Teams or Territories) > Manage Coverage.

  2. Refer to the following for filter and view options:

    Filter coverage options

    Use the date dropdown, quick filter, or view options to filter the coverage in your plan.

    1. Date dropdown: Select a period of time to view the coverage from fiscal year, trailing, to date, this, last, next, or custom.

    2. Quick Filter: From the window, select options to filter by status, type, role, or other options.

    3. View: Select between a card view or table view.

    Coverage card view

    Different elements of the coverage assignment card view.

    1. Labels:

      1. Active: the person is currently assigned to a given role.

      2. Future: the person will be assigned to that role on a set date.

      3. Inherited: the person has been assigned to a role at a higher-level territory.

    2. Person’s name and role

    3. Start and end dates: Displays the start and end dates for the person in that role.

    4. Ramping indicator: Hover over the icon to view ramp dates for the person.

    Coverage table view

    Different elements and filter options available on the table view.

    1. Group by option: Drag columns from the table to group the data by that column.

    2. Search and sort: Use the search field to filter out by search term and the sort option to sort data by ascending or descending alphabetical order.

    3. Export all data: downloads a CSV file of the table data.

    4. Column chooser: Select to open the column chooser then drag and drop columns between the table and the column chooser to customize your view of the data.

View team or territory capacity

The capacity tab displays a summary of all the coverage in the current plan. It gives a global view of your resources, regardless of whether or where they are holding a role. Because capacity factors in productivity profiles, you can see the effective capacity of your resources.

  1. Go to the appropriate module (Teams or Territories) > Manage Coverage.

  2. Click the Capacity tab.

  3. Refer to the following for filter and view options:

    Filter capacity options

    1. Date dropdown: Select a period of time to view the coverage from fiscal year, trailing, to date, this, last, next, or custom.

    2. Quick Filter: From the window, select options to filter by fields, status, type, role, or search.

    3. Download: downloads a CSV file of the capacity data.

    Capacity card view

    1. Labels:

      1. Active: the person is currently assigned to a given role.

      2. Future: the person will be assigned to that role on a set date.

      3. Inherited: the person has been assigned to a role at a higher-level territory.

    2. Role name and description

    3. Net Ramped Resource: The effective capacity for the role.

    4. Profiles: The number of productivity or ramp profiles that exist for that role.

    5. TBH, TBT, and TBR: The number of each TBx coverage types that exists in the selected time period.