CRO · Calculator · Intermediate · Saves 35+ hours
Sales Team Capacity Planning Model
A model for planning sales team capacity.
What's included
- Capacity calculation methodology
- Productivity assumptions
- Ramp considerations
- Coverage analysis
- Hiring timeline
- Budget implications
Best used when
- Planning headcount
- Building hiring plan
- Forecasting capacity
- Budgeting for growth
The template
The Template
CAPACITY CALCULATION
Productivity Model
CAPACITY PLANNING MODEL
CURRENT STATE:
Total reps: _____
Ramped reps: _____
Ramping reps: _____
Avg quota/rep: $_____
Team quota capacity: $_____
PRODUCTIVITY FACTORS:
Ramped rep productivity: 100%
6-month rep productivity: 75%
3-month rep productivity: 50%
New hire productivity: 25%
EFFECTIVE CAPACITY:
Ramped: _____ x 100% = _____
6-month: _____ x 75% = _____
3-month: _____ x 50% = _____
New: _____ x 25% = _____
Total effective: _____ FTEs
CAPACITY GAP:
Revenue target: $_____
Required capacity: _____
Current capacity: _____
Gap: _____ FTEs
Capacity Planning Matrix
| Period | Target | Capacity | Gap | Hires Needed |
|---|---|---|---|---|
| Q1 | $____ | $____ | ||
| Q2 | $____ | $____ | ||
| Q3 | $____ | $____ | ||
| Q4 | $____ | $____ |
HIRING PLAN
Hiring Timeline Calculator
HIRING TIMELINE
NEEDS CALCULATION:
Revenue gap: $_____
Avg rep productivity: $_____
Reps needed: _____
TIMELINE FACTORS:
Recruiting time: _____ weeks
Notice period: _____ weeks
Ramp time: _____ months
Start productivity: _____ months
HIRING SCHEDULE:
To hit Q3 revenue:
Hire by: _____
Start by: _____
Ramped by: _____
ATTRITION BUFFER:
Expected attrition: ____%
Additional hires: _____
Frequently asked questions
What is the Sales Team Capacity Planning Model?
A model for planning sales team capacity.
Who is the Sales Team Capacity Planning Model for?
It is built for CROs and their teams working on Sales Management. The AI coach adapts it to your company, stage, and goals.
How long does the Sales Team Capacity Planning Model take to use?
It saves roughly 35+ hours versus building from scratch. Our AI coach can tailor the calculator to your situation in minutes, then hand you a step-by-step plan.
Is the Sales Team Capacity Planning Model free?
Yes. You can read the full calculator and start getting coached through it for free. Sign in to save your tailored version and track your next steps.
How does the AI coach help with the Sales Team Capacity Planning Model?
The coach teaches you the framework, asks a few questions about your business, tailors the calculator to you, and gives you measurable next steps to execute.