I'm tracking lobbyist workloads in spreadsheets, client assignments in Salesforce, and revenue in a separate report. I need a dashboard that shows me who's overloaded, which clients need attention, and where to hire next.
D
Got it, Tom. Let me make sure I scope this right — a few questions before I start building:
1. Team data source — how should I load your lobbyist roster?
A
Upload a spreadsheet with names, titles, practice areas, and assignments✓
Connect to Salesforce and pull team records directlyC
Describe the team structure and I'll build profilesD
Start with the top 10 lobbyists, add the rest later2. Utilization tracking — what data feeds should I use?
A
Just client assignment counts as a proxy for workloadB
Clockify time tracking data for actual billable hours✓
Combination of time tracking, client count, and revenue contribution3. Client portfolio — how should I classify engagements?
A
Simple list — client name and assigned lobbyistB
Tiered — platinum/gold/silver based on revenue with practice area mapping✓
Full profile — tier, revenue, issue areas, assigned team, engagement status, and risk flags4. Alerts — what should trigger notifications?
A
Manual only — I check the dashboard when I wantB
Threshold alerts — notify me when anyone exceeds 90% utilization✓
Smart alerts — utilization spikes, single-point-of-failure clients, practice area stress, and AI rebalancing suggestions5. Analytics depth — how much detail do you need?
A
Basic — team utilization and client countsB
Standard — add revenue by practice area and QoQ trends✓
Full — revenue analytics, utilization distribution, AI-powered resource optimization recommendations1. B — Salesforce has the complete roster
2. C — I want the full picture, not just one metric
3. C — full profiles, the tier system is exactly how we think about clients
4. C — smart alerts with rebalancing suggestions, that's the whole point
5. C — full analytics with the AI recommendations
D
Two more quick ones before I build the spec:
6. Practice area breakdown — how should I organize the 7 areas?
A
Flat list — equal weight to all practice areasB
Hierarchical — Government Affairs as the anchor with sub-practices✓
Independent — each area with its own utilization target, headcount, and revenue benchmarks7. Cross-staffing — should I recommend when lobbyists from one practice could support another?
✓
Yes — this is key for us, especially Defense lobbyists helping on Tech accounts with defense implicationsB
Only flag it when a practice area is critically overloadedC
No — we keep practice areas siloed1. C — each area should have its own benchmarks, they're very different businesses
2. A — cross-staffing flexibility is one of our biggest advantages, I want to see those opportunities
D
Perfect, Tom. Here's the spec I've drafted — it covers Salesforce integration for team and client data, multi-signal utilization tracking via Clockify, practice area benchmarking across all 7 areas, tiered client portfolio management, smart capacity alerts with AI rebalancing recommendations, full revenue analytics, and cross-staffing opportunity detection. Take a look and let me know if there's anything you'd change.
9:06 AMThis is exactly what I need. Build it.
