MANAGER CONTROL · ASSIGNMENT HEALTH
LEAD OWNER MANAGEMENT · 3 BRANCHES · 12 OWNERS · LIVE
Lead Owner Management 12 active · 2 over capacity · 1 inactive
Manager control surface for assignment health · workload balance · reassignment availability. Lead Owner runs cadence and outcome. Assigned Salesperson does the selling work · they can be different people. Reassignment requires reason · creates timeline event · no destructive delete in staff UI.
Permission · Branch Manager
Audit-logged
Active owners
12/13
1 on leave · 0 paused
Total active leads
287
~24 per owner avg
Over capacity
2
K. Ahmed · 32 · M. Hamoud · 29
Stale leads
8
No stage move 10d+ · reassign or escalate
Team conversion
31%
30-day rolling · +4pp vs last quarter
Owner workloadactive leads · overdue · stale · conversion · capacity
Sorted by capacity load
Owner · Branch ↕Active ↕Overdue ↕Stale ↕Conv. ↕Capacity ↕Actions
LF
Layla FakhriSX-008 · Yas Mall · on annual leave
0active
Paused
Rebalance suggestion · move 4 leads from K. Ahmed to R. Al Mansoori
K. Ahmed is over capacity (32 / target 30). R. Al Mansoori is at 60% capacity. 4 leads at stage 1-2 can transfer without breaking cadence. Each reassignment requires owner consent + reason + creates audit event.
Data rules4
- No destructive delete in staff UI · status only
- Reassignment requires reason · audit-logged · reversible 7d
- Owners on leave · capacity set to 0 · no new auto-assignment
- Manager permission required · all reassignments visible in audit