Know who’s overallocated before it’s a problem

Auto-flagged

overloaded team members

Surfaced before workload becomes a problem.

Bi-weekly

staffing snapshot

No live dashboard required.

Flagged

deals with coverage gaps

Before they close.

Pulls the data. Flags the risk. Skips the dashboard.

Knowing who’s overloaded and which deals are short-staffed usually means pulling reports from several places or just asking around the team.

Celeste pulls every active deal and team assignment from your CRM, calculates utilization across your team, and flags deals missing a lead or closing soon without enough coverage. It builds a single report, no live dashboard needed.

You get a clear staffing picture, not a guessing game about who’s stretched thin.

Intapp Celeste

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