Planning and delivery heads · Employee value and client profiles
What each person brings, and a profile a client can see
A value card shows what a person has delivered and where they could go next. One click turns it into a clean profile you can send to a client.
The problem
Delivery leads can't see what each person is worth to the business, and client CVs are rebuilt by hand for every proposal.
How it works
- 1See estimated revenue billed, clients served, managers' rating and margin on billable work.
- 2See the best next task, current work, project history and skills.
- 3Open the client profile: experience, key skills and projects, with no costs, ratings, revenue or other clients' names.
- 4Print it or save it as a PDF.
What's included
Employee value and client profiles
Estimated revenue per person from your rate card (never salary), and a printable client-ready profile with no cost or ratings on it.
Rate card and margin target
Rates per role and a margin target (30% by default) drive the value and planning views.
Where teams use it
- For delivery heads and resource management officesCut bench time and idle costSee who is free now and in the next 30, 60 and 90 days, what idle time costs each week, and which open tasks each person could take.
- For pre-sales and account teamsCheck you can staff a deal before you win itRun a what-if staffing check for a prospective deal using rules only, without creating a task.
Questions about employee value and client profiles
Does FitRank store salaries?
No. Value is estimated from your rate card per cost band. Salaries are never stored.
What does a client see on the profile?
Experience, key skills with years and recent projects. Costs, ratings, revenue and other clients' names are left out.
More of FitRank
- Staffing dashboardOne screen for delivery leads: model agreement, profile readiness, open tasks with a shortlist, tasks by month and the next 12 months of bench idle cost.
- Bench and roll-offsSee who is free now or within 30, 60 or 90 days, the weekly idle cost, and the open tasks each person could take next, with roll-off warnings.
- Skill gap analysisFitRank marks every must-have skill across upcoming tasks as shortage, tight or covered, and shows who is closest, so you can train before you hire.
- Staff several tasks at oncePick the tasks of one project and FitRank proposes one person per task from finished matching runs, with alternatives and the margin of each plan.
- Hire or moveFor every task, FitRank compares the best internal person with the best outside candidate by fit, start date and margin, with the reasons for each side.
- What-if staffing for pre-salesDescribe the roles and start date of a prospective project and see who could staff it from inside, with billing and margin per week. No task is created.
Be one of the first teams to staff with FitRank
We're taking on a small number of pilot companies. Pre-register for early access, or talk to us about an annual licence.