Resource Hero helps service organizations understand their team’s workload ahead of time, so they can balance it against profitability. Staffing, forecasting, reporting, and the customization to make it fit your org all run natively in Salesforce.
Staff your projects
It can be daunting to manage all the data points for resourcing and planning your service projects. By adding the Manage Assignments Lightning Component to any page, you can quickly:
Build the Roster
Define the roles, rates, and resources to assemble the best team for the project.
Create the Initial Forecast
Auto-forecast hours from a start and end date, then refine the plan in the matrix.
Find the Right Resource
Search by skill or any resource field to see who is actually available.
Forecast hours, currency, or any other numeric value across days, weeks, or months. Add notes to any day to capture the thinking behind the plan.
Real-time Utilization
See who is over or under-booked as you plan, measured against every project a person is on, not just this one.
Move Through Time
Switch between day, week, and month views, change the time range, or jump straight to a project’s start date.
Gain insights
The plan does not stay in the matrix. Every value rolls up to the project record and into reports and dashboards, so you can see what it means for a single project, a team, or the whole business.
Rollups to the Project
Hours, revenue, blended rates, and margin roll up to the project as you plan. Create your own rollups too, without a third-party app.
Reports
Answer the operational questions: what a project needs, who is committed where, and what is still unassigned. Out of the box, with no report building.
Dashboards
Give leadership the same numbers at a glance, across every project and practice-wide.
Customize and automate
Resource Hero is 100% native: add your own fields, automate with the tools your admins already use, and inherit the permissions and sharing you’ve already configured in your org.
Custom Fields and Reports
Add your own fields to Resource Hero records, surface them in the matrix, and build reports and dashboards on top of them.
Native Automation
Use built-in Salesforce tools like Flow and Apex triggers to create and update assignments and forecasts automatically.
Your Security Model
Resource Hero records follow the profiles, permissions, and sharing rules you already have configured.
After starting my own Consultancy, [Resource Hero] has been crucial to how I manage my business, invoice my customers, forecast bandwidth and more.
Bill Powell
Solution Architect & Founder, Salesforce MVP
Tiny Feet Cloud Services
Ready to get started?
Schedule a call to see if Resource Hero is right for you!
