This feature is available in early access. If you'd like to enable it for your account, contact our Support team.
The People operations dashboard shows capacity, utilization, and team composition across your company so you can spot delivery bottlenecks, rebalance workloads, and inform hiring decisions before small misses become big problems.
Use it to:
Compare capacity against demand - see whether scheduled hours are approaching or exceeding delivery capacity, and identify what's driving the gap.
Track utilization targets - monitor billable vs. non-billable utilization to understand where the team is producing revenue and where there's room to rebalance.
Review team composition and time off impact - understand the breakdown of employees, contractors, placeholders, and unassigned roles, and see how time off is affecting delivery capacity.
Plan availability
The People operations dashboard is available on Pro and Enterprise plans only. If you are currently on a Starter plan and would like to try out the dashboard, you can start a free 30-day Pro trial. Send us a message at support@float.com.
Accessing the People operations dashboard
The People operations dashboard is available to Account Owners and Admins only.
To access it:
Click the Dashboard icon in the left navigation menu
Select the People operations tab at the top of the dashboard
Or navigate to yourteamname.float.com/dashboard/ops
📝 Note: Managers and Members cannot access the People operations dashboard. If you navigate to the URL without sufficient permissions, you'll see a message indicating you don't have access to view this dashboard.
Before you start
To get the most value from the People operations dashboard, ensure you have the following data configured in Float:
Scheduled time: Schedule your team on projects so the dashboard can calculate utilization and capacity.
Roles: Assign roles to your team members if you want to filter your data by role.
Billable status: Mark allocations as billable or non-billable to break down utilization by billable vs. non-billable work.
Time off: Add time off and holidays so the dashboard can accurately calculate delivery capacity.
📝 Note: Setting up scheduled time, roles, billable status, and time off ensures your dashboard reflects a clear and reliable view of your team's utilization and capacity. The more complete your setup, the more actionable your insights will be.
Key metrics
The top row displays four key performance indicators with trend comparisons to the previous period.
What does "previous period" mean:
If viewing This month (e.g., March 1-31), trends compare to the previous month (February 1-28)
If viewing This quarter (e.g., Q1: Jan-Mar), trends compare to the previous quarter (Q4: Oct-Dec)
If viewing a custom range (e.g., March 1-30), trends compare to the 30 days immediately before (January 30-February 28)
💡 Here's a tip: Hovering over each card shows how each metric is calculated.
Metric | Calculation |
Delivery capacity | Gross capacity − approved time offs |
Time offs | Total days of time off in the selected period |
Utilization | Scheduled or logged work in the period ÷ Delivery capacity |
Billable utilization | Billable scheduled or logged work in the period ÷ Delivery capacity |
Delivery capacity
The total hours your team is available to work in the selected period, after subtracting approved time off.
How it's calculated
Delivery capacity = Gross capacity − approved time offs
A lower-than-average delivery capacity for a period typically indicates more time off has been approved during that window. This is expected around holiday seasons and when multiple team members take leave concurrently.
Where gross capacity is the maximum workable hours (headcount × standard hours per day × working days). Delivery capacity includes employees and contractors only; placeholders and unassigned roles do not contribute to capacity as they aren't human resources.
The subtext shows "X days time off" to indicate how much time off is reducing your available capacity.
Trend indicator
The percentage and arrow show how capacity has changed from the previous period.
Time offs
The total time off days approved across your team in the selected period. Approved time off reduces delivery capacity; the more approved time off in a period, the lower the team's available hours.
The subtext shows additional days requested, which are pending time off requests that haven't been approved yet. These will further reduce delivery capacity if and when they're approved.
By default, the main number counts approved time off only. Pending requests are surfaced separately in the "additional days requested" subtext.
Use the Time off status filter at the top of the dashboard to change what's included.
Approved — confirmed time off
Declined — time off requests that were rejected
Tentative — time off that's been scheduled but not confirmed
How it's calculated
Time offs = total days of time off matching your filter selection, within the selected period, across the people matching your dashboard filters.
Additional days requested = pending time off requests in the same period.
Trend indicator
The percentage and arrow show how time off has changed from the previous period.
Utilization
The percentage of delivery capacity that has been scheduled for work. If you have a utilization target for your team, this tells you how you're tracking against it in the selected period.
How it's calculated
Scheduled or logged work in the period ÷ Delivery capacity
Utilization includes employees and contractors only. Placeholders and unassigned roles do not have capacity and, therefore, are not included in utilization. Scheduled hours include both billable and non-billable work. The subtext shows the total scheduled hours and a note that this represents the delivery capacity used.
Utilization targets often differ by role or department — for example, client-facing roles may have higher target utilization than internal support roles. Use the dashboard filters to narrow the view to a specific role, department, or person group, and the utilization percentage will recalculate for just that segment.
Trend indicator
The percentage and arrow show how utilization has changed from the previous period.
Billable utilization
The percentage of delivery capacity allocated to billable work only.
How it's calculated
Billable scheduled or logged work in the period ÷ Delivery capacity
This answers whether your team is doing enough revenue-generating work. If billable utilization is significantly lower than total utilization, it may indicate that too much time is being spent on internal or non-billable projects.
Trend indicator
The percentage and arrow show how billable utilization has changed from the previous period.
Understanding trends
Each metric and each chart element displays a trend indicator comparing the current period to the previous period.
Unlike the Project finance dashboard, the People operations dashboard uses neutral trend coloring - increases and decreases are not shown in green or red. This is because, for capacity and utilization metrics, whether a change is positive or negative depends on your team's specific targets and context.
Dashboard overview
Date range
The People operations dashboard displays data for a selected time period (default: current month).
Use presets (This week, This month, This quarter, Next 12 weeks) or the calendar picker to select a custom timeframe.
Click the left (<) or right (>) arrows next to the date range to move between periods.
To compare this quarter with the previous quarter, select "This quarter" and use the left/right arrows to toggle between quarters.
Filters
The People operations dashboard includes filtering options to help you analyze specific segments of your company. Click the filter icon in the top right corner of the dashboard to open the filter panel. You can filter by the following:
Time off status
Use the search bar at the top of the filter panel to quickly find specific items across all filter categories. Select Reset to default at the bottom of the panel to restore the default filter settings.
How filters work:
Click the filter icon in the top right corner to open the filter panel.
Select one or multiple options within each filter category.
Each filter displays as a pill showing the category, condition, and value (e.g., "Department is Design" or "Person type is Employee, Contractor").
Click the × on any filter pill to remove it.
Applied filters update all metrics and charts on the dashboard.
Select Reset to default at the bottom of the filter panel to restore the default filter settings.
Data det
Scheduled / Past logged + Future scheduled: Toggle between viewing scheduled hours only, or a combination of logged hours (past) and scheduled hours (future). Use "Past logged + Future scheduled" to compare actual performance against projections.
Density
Weeks / Days: Switch between weekly and daily chart granularity.
Charts and visualizations
Capacity vs. demand
A line chart comparing your team's delivery capacity against scheduled demand over the selected time period. This shows how much work your team can do compared to how much work is already planned over the selected time period. Scheduled hours represent all booked work compared against your delivery capacity, based on employees and contractors, adjusted for time off and holidays.
Key elements:
Gross capacity (light blue shaded area) — The theoretical maximum workable hours, calculated as (headcount × standard hours per day × working days) minus regional holidays. Includes employees and contractors. Excludes unassigned roles and placeholders.
Delivery capacity (dark blue line) — Gross capacity minus approved time off (excluding regional holidays). This line dips when team members have time off scheduled in the period.
Scheduled (red line) — Total scheduled hours, broken down by project stage in the legend.
When using Past logged + Future scheduled, the Scheduled line splits into two:
Future scheduled (red line) – Hours scheduled for upcoming work
Past logged (blue line) – Hours already logged for completed work
When scheduled hours approach or exceed delivery capacity, it signals your team may be overbooked, and you may need to rebalance work or bring in additional resources.
📝 Note: The project stages shown in the legend reflect the stages you've selected in the Project stage filter. Adjust the filter to include or exclude stages from the breakdown.
Hover to inspect a data point
Hover over any point on the chart to see capacity and demand figures for that specific period:
Gross capacity - Total available hours for that period
Delivery capacity - Available hours after time off and holidays
Scheduled - Total scheduled hours for that period (or Future scheduled and Past logged separately when viewing Past logged + Future scheduled)
People types
A donut chart showing the breakdown of scheduled hours by person type. The center displays the total scheduled hours across all person types.
Key elements:
Employee - Scheduled hours for employees, with headcount in parentheses
Contractor - Scheduled hours for contractors, with headcount in parentheses
Placeholder - Scheduled hours for placeholders, with count in parentheses
Unassigned roles - Scheduled hours for unassigned roles, with count in parentheses
Each person type shows a trend percentage compared to the previous period.
Time offs
A donut chart showing time off distribution by type. The center displays the total time off in days, with total hours in parentheses.
Key elements:
Each time off type is listed with its total days, hours in parentheses, and a trend percentage compared to the previous period.
The time off types shown reflect the types configured in your Float account.
The colors match the colors you've set for each time off type in your Float account's time off type settings.
Utilization
Shows how effectively your employees and contractors are being used against their delivery capacity. The gap between billable and total utilization shows how much of your team's time is going to non-billable work. Use this to track your progress and spot dips before they become a problem.
Key elements:
Delivery capacity (dashed line at 100%) - The reference line representing full capacity, with total hours in parentheses.
Utilization (orange line) - Total utilization percentage across all scheduled work (billable + non-billable), with hours in parentheses.
Billable utilization (green line) - Percentage of delivery capacity used on billable work, broken down by project stage in the legend.
Non-billable utilization (hatched line) - Percentage of delivery capacity used on non-billable work, broken down by project stage in the legend.
If utilization exceeds 100%, it means your team has more work scheduled than delivery capacity allows. This indicates overtime or over-scheduling that needs to be addressed.
📝 Note: The project stages shown in the legend reflect the stages you've selected in the Project stage filter. Adjust the filter to include or exclude stages from the breakdown. You can also customize your project stages or add new ones in Team settings.
Hover to inspect a data point
Hover over any point on the chart to see capacity and demand figures for that specific period:
Gross capacity — Total available hours for that period, where regional holidays are treated as unavailable hours.
Delivery capacity — Available hours after time off.
Scheduled — Total scheduled hours for that period (or Future scheduled and Past logged separately when viewing Past logged + Future scheduled).
Chart actions
When you hover on the top right of a chart, you'll find two icons:
Copy as image - Generates an image of the chart that you can paste into Slack, email, or a doc to share.
View full report - Opens a pre-filtered People report for the same date range and filters, where you can drill into per-person capacity and utilization details.
Comparing with Reports
The People operations dashboard is your insights view, a visualization of your capacity and utilization signals. When you need the underlying data (per-person breakdowns, exportable tables), Float's People and Project reports are the source of truth.
Every chart on the dashboard includes a View full report action in the top right, which opens a pre-filtered report for the same date range and filters. Use this when the dashboard surfaces a signal you want to investigate (e.g., a department with utilization consistently over 100%, or a spike in unassigned role hours), and you need to drill into the underlying data to answer the "why."
Best practices
Keep scheduling data up to date: Regularly update schedules, time off, and roles to ensure accurate calculations.
Use Past logged + Future scheduled: If your team tracks time, switch to this view to compare actual performance against projections.
Filter by department or role: Use filters to check utilization for specific teams - this is especially useful for weekly capacity reviews with stakeholders.
Monitor the Capacity vs. demand chart: When scheduled hours consistently exceed delivery capacity, it's a signal to rebalance work or evaluate hiring needs.
Use the Copy action for stakeholder updates: The Copy as image feature makes it easy to paste charts directly into weekly reports or Slack updates.
Use the People types breakdown to see how much work is scheduled on unassigned roles or placeholders in the period. This could signal a need to get projects staffed or engage contractors to add more capacity.