EIL Mentors and Members Tab User Guide
Where the data comes from
- Mentor capacity comes from the client roster, including mentor assignments, and each mentor’s configured capacity.
- Attention utilization comes from Attention AI, the tool that records client calls.
- The member list comes from the client roster.
This tab has no date filters. It always shows the current picture. Attention utilization uses its own last-30-days window.
What mentor capacity shows
The Mentor capacity card shows how full mentor workloads are across the company.
| Measure | Meaning |
|---|---|
| Capacity percentage | Current clients divided by total mentor slots. For example, 85% means 85 of every 100 available slots are filled. |
| Current | Number of active clients. Dropped clients are not counted. |
| Max | Total available slots across mentors. |
| Range | Lowest and highest load among individual mentors. A mentor can exceed 100% if they have more clients than their normal capacity. |
| Under ceiling | Capacity is healthy. |
| At ceiling | c |
What Attention utilization shows
The Attention utilization card counts active clients with at least one recorded call in the last 30 days, out of all active clients.
| Measure | Meaning |
|---|---|
| Actual | Active clients with at least one recorded call in the last 30 days. |
| Expected | All active clients. |
| On track | Utilization meets the target. |
| Below target | Utilization is below the target. |
If the card says Attention AI is not configured or has not synced yet, you need to connect Attention AI then from Integrations tab. The capacity card still works without Attention AI.
Recorded-call coverage is not a complete record of all meetings: calls that were not recorded do not count.
What the member list shows
The table titled “Pinn and mentor” lists every client on the roster.
| Column | Meaning |
|---|---|
| Pinn | The client’s company name. If no company name is recorded, their name is shown. |
| Mentor | The assigned mentor. “Unattributed” means no mentor is assigned yet. |
| Product and service | The client’s program level, displayed as a colored tag. |
| Industry | The client’s industry. |
| Revenue | The client’s own company revenue as reported to us. A dash means it is not recorded. |
The Revenue column describes the client’s own business size. It is not what the client pays us. Use the Revenue tab to review payments to us.
Mastermind grouping is not tracked in the data yet, so it does not appear here.
Search and filter the member list
- Search: enter a company name or mentor’s name. Results update after a short pause.
- Mentors filter: select one mentor to show only their clients. Select “All mentors” to clear this filter.
- Industries filter: select one industry. Select “All industries” to clear this filter.
- Combine filters: search and both filters work together. For example, select a mentor and search for a company name.
- Rows per page: choose how many rows appear at once.
- Pages: use Back, Next, or the page numbers below the table.
If nothing matches, the table displays “No clients match your search or filters.” Clear a filter or shorten the search to broaden the results.
Open a mentor’s details
Click a row to open that mentor’s page in the Retention tab. It shows their clients for All time.
From there, review each client’s status, start and end dates, and whether they renewed.
FAQ'S
What does “Unattributed” mean?
The client is not assigned to a mentor in the roster. The assignment needs to be corrected at the source.
Why is capacity over 100% for some mentors?
A mentor can have more clients than their nominal capacity. The Range line shows the lowest and highest individual loads.
Why is Attention utilization low?
It counts only active clients with a recorded call in the last 30 days. Calls that were not recorded do not count, so a low figure does not necessarily mean those clients had no meetings.