Portfolio operations & capacity
Department-level view of the whole book of transactions. Every forecast is confidence-scored; scorecards are only ranked when the evidence sample is statistically meaningful.
Open transactions
12
non-terminal states
Pipeline velocity
2.9d
avg per stage
Expected closings
9
next 30 days
Delayed closings
3
past scheduled date
Portfolio confidence
87%
forecast reliability
Risk distribution
Exception distribution
Transaction types
Workload & operational capacity
headroom 31%Capacity planning forecast
everything confidence-scored| Dimension | Next 7d | Next 30d | Conf |
|---|---|---|---|
Coordinator workload trailing intake + stage velocity | 9.1 files / TC | 11.4 files / TC | 84% |
Bot capacity task volume per bot | 62% utilized | 74% utilized | 88% |
Closing volume scheduled closings + readiness | 4 | 9 | 86% |
Exception volume 1.9 exceptions / file | 6 | 22 | 77% |
Document volume 18 docs / file avg | 84 | 310 | 89% |
Communication volume threads per active file | 146 | 560 | 81% |
Approval queue approval-gated actions per file | 17 | 58 | 80% |
Operational scorecards
no ranking without meaningful evidenceBot Master Pros — TC dept
Organization · n=41
Statistically meaningful sample.
Traditional Purchase
Transaction type · n=18
Cash Purchase
Transaction type · n=9
Traditional Purchase v1.4
Playbook · n=18
Deadline bot
Bot · n=356
Title bot
Bot · n=188
unranked — insufficient sample
Subject-To
Transaction type · n=6
Sample below threshold (10) — shown unranked.
Novation v1.0
Playbook · n=3
Insufficient evidence for ranking.