Portfolio Overview

High-level view of all projects and capacity metrics

Total Demand

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cases this month

Total Capacity

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FTE available

Utilisation

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average across teams

SLA at Risk

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cases at risk

Demand vs Capacity

Backlog Forecast

Active Projects

Project	Workstreams	Volume	FTE Req / Avail	Utilisation	SLA Risk	Actions
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Projects

Manage KYC, Screening, and Operations projects

Project	Code	Status	Timeline	Workstreams	Actions
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Workstreams

Configure workstreams and volume forecasts

Workstream	Project	Type	Monthly Volume	Screening Plan	Actions
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Screening Plans (L1/L2/L3)

Configure multi-level screening workflows

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KYC Outreach Plans

Configure customer contact cycles and channels

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Teams & Resources

Manage teams, roles, and FTE allocations

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Capacity & Headcount Planner

Analyze required vs available FTE across projects and levels

Required FTE

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Available FTE

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FTE Gap

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Capacity by Level

Level	Volume	AHT (min)	Required Hours	Required FTE	Available FTE	Gap	Utilisation
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Timeline Projection

Assumptions Library

Manage configurable parameters for capacity planning

Assumption Sets

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Assumptions

Select an assumption set

Scenarios

Create and compare capacity planning scenarios

Saved Scenarios

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Scenario Comparison

Select scenarios to compare

Weekly Progress

Track and document weekly progress against forecast

Current Week

W-

2026

Cases Received

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Cases Completed

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SLA Achievement

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Target: 95%

Avg FTE

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Weekly Progress Entries

Week	Workstream	Level	Received	Completed	Backlog	SLA %	FTE	Actions
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Forecast vs Actual

Compare forecasted values against actual performance

Volume Variance

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vs forecast

FTE Variance

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vs forecast

Backlog Variance

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vs forecast

Avg SLA Achievement

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across workstreams

Volume: Forecast vs Actual

FTE: Forecast vs Actual

Detailed Variance Analysis

Week	Group	Forecast Vol	Actual Vol	Variance	Forecast FTE	Actual FTE	FTE Var	SLA %
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Project Milestones

Track project milestones and target achievements

Total Milestones

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On Track

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At Risk

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Achieved

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Milestones Timeline

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Reports & Export

Generate and export capacity planning reports

FTE Forecast Report

Required FTE by project, level, and time period

Backlog Forecast

Projected backlog growth and clearance timeline

SLA Risk Analysis

Cases at risk of SLA breach by workstream

Outreach Analysis

Contact cycle effectiveness and completion rates

Scenario Comparison

Side-by-side comparison of planning scenarios

Export All Data

Download complete dataset as CSV/Excel

Portfolio Overview

Demand vs Capacity

Backlog Forecast

Active Projects

Projects

Workstreams

Screening Plans (L1/L2/L3)

KYC Outreach Plans

Teams & Resources

Capacity & Headcount Planner

Required FTE

Available FTE

FTE Gap

Capacity by Level

Timeline Projection

Assumptions Library

Assumption Sets

Assumptions

Scenarios

Saved Scenarios

Scenario Comparison

Weekly Progress

Weekly Progress Entries

Forecast vs Actual

Volume: Forecast vs Actual

FTE: Forecast vs Actual

Detailed Variance Analysis

Project Milestones

Milestones Timeline

Reports & Export

FTE Forecast Report

Backlog Forecast

SLA Risk Analysis

Outreach Analysis

Scenario Comparison

Export All Data

New Project

New Workstream

New Team

New Screening Plan

Level Configuration

Level 1 - Initial Triage

Level 2 - Detailed Review

Level 3 - SME Sign-off

New Outreach Plan

Outreach Steps

New Scenario

New Assumption Set

Add Resource

Record Weekly Progress

Volume Metrics

Backlog & SLA

Resource & Productivity

Add Project Milestone