Interpret the forecast into a realistic intake window
Converts the raw projected availability calendar — augmented by softer signals like likely renewals and ramp-up overhead — into a judgement about when the advisor could realistically start something new and at what scale.
In / outProjected availability calendar + renewal likelihoods + personal buffer → realistic intake window and scale judgement
You might say…
“The spreadsheet said I had room, but it didn't account for the three things I knew were likely to extend.”
What it does
Given the projected availability calendar and softer signals (likely-but-uncommitted renewals, ramp-up overhead, personal buffer), reasons when the advisor could realistically start something new and how much — turning the mechanical projection into a judgement the advisor can plan against. Used to convert the raw forecast into an actionable capacity outlook.
Trigger: Use after the availability calendar is produced, to translate mechanical projection into an actionable outlook you can actually plan and commit against.
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The primitives are the commodity part. The fastest next step is a conversation about composing them into something that works for you.
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