Planning mode

Hypothetical sales planner

Layer possible companies onto the real outreach forecast before deciding when their sequences should begin.

Safe to experiment Nothing changes until you choose Make plan live.

The planner is using the original outreach cadence. Run supabase/sales-workflow-enhancements-migration.sql to use editable shared cadence settings.

Run supabase/sales-owner-insights-migration.sql to enable owner capacity and the atomic Make plan live action.

Live touches 0 Already scheduled

Planned companies 0 Temporary scenarios

Added touches 0 Across all cadence steps

Overloaded days 0 Capacity: 25 per day

Add a scenario

Possible company

Step 1 will begin after the selected Date Started.

Planning stack

Companies being tested

Add one or more companies to compare possible start dates.

Combined workload

Live forecast + hypothetical plan

The live schedule is unchanged.

Live touch Hypothetical touch Above capacity