---
title: "How Your Data Connects in WizeHub from People to FAB5"
url: "https://knowledge.wizehub.co/en/article/how-your-data-connects-in-wizehub"
language: "en"
last_updated: "2026-09-15T04:18:53.717Z"
---

# How Your Data Connects in WizeHub from People to FAB5

The graphic demonstrates how data flows through WizeHub, starting with adding **People** and adding them to Production Teams and the Sales Division in **Ideal Teams**, which then feeds into the **Organisation Chart** and forms the basis for **Budget & Capacity** planning. Sales and Production team members also flow into the **Lead Pipeline**, **Client Portfolio**, and **Revenue Won & Lost** modules. All these modules work together to bring you the key metrics in the **FAB5** dashboard - Revenue, Profitability, Lockup, Sales, and NPS (Net Promoter Score). 

In short, accurate setup of people, production and sales teams, budgets, and client data ensures accurate FAB5 reporting.

![](https://cdn-assets.productfruits.com/f5bd0146-1cab-416b-b992-20c91968342a)  
Like links on a chain, each step depends on the one before it.

### 1\. Start with People

You begin by adding team members into WizeHub under the [People](https://knowledge.wizehub.co/en/article/people) section.

### 2\. People are grouped into Teams

These people are then placed into [Ideal Teams](https://knowledge.wizehub.co/en/article/ideal-teams) (Production Team and Sales Division). This matters because:

-   Production teams need a budget and capacity plan.
-   Production and Sales team members appear in client‑related modules.

### 3\. Organisation Chart uses the team structure in Ideal Teams

The [Organisation Chart](https://knowledge.wizehub.co/en/article/organisation-chart) shows the same people in their assigned divisions.

### 4\. Budget & Capacity is built using these teams

Once Production teams are set up:

-   You prepare a revenue budget for each team.
-   You add production team members and determine overall team capacity (how much work they can handle).
-   You assign budgets (revenue targets for Production team members).

This planning step is essential, because it forms the foundation of FAB5 and the associated schedules.

### 5\. Client‑side modules use the Sales and Production teams

On the Sales/Client side:

-   Team members in Sales and Production appear in the Client Manager fields in the **Lead Pipeline**, **Client Portfolio**, and **Revenue Won & Lost**.
-   **Lead Pipeline** also feeds into **Revenue Won & Lost**.

### 6\. FAB5 pulls everything together

The **FAB5** dashboard uses data from associated schedules: 

-   [Revenue](https://knowledge.wizehub.co/en/article/revenue)
-   [EBITDA](https://knowledge.wizehub.co/en/article/ebitda)
-   [Write Offs](https://knowledge.wizehub.co/en/article/write-offs)
-   [Lockup](https://knowledge.wizehub.co/en/article/lockup)
-   [Revenue Won & Lost](https://knowledge.wizehub.co/en/article/revenue-won-lost)
-   [Client NPS](https://knowledge.wizehub.co/en/article/client-nps)
-   [Team NPS](https://knowledge.wizehub.co/en/article/team-nps)

If any earlier setup step is missing or incorrect, FAB5 won't show accurate results.  
  
![](https://cdn-assets.productfruits.com/6e2724f1-c0e2-463c-a402-0ea427378ff9)

**Resource**

[Adding Client Managers to the Lead Pipeline, Revenue Won & Lost and Client Portfolio](https://knowledge.wizehub.co/en/article/adding-client-managers-to-the-lead-pipeline-and-revenue-won-lost)