Sales Capacity Planner
Model quota capacity, ramp timing, and hiring scenarios against target.
How to use this planner
A quick guide for first-time users
Start with the company target and segment assumptions. The planner allocates that target across SMB, Mid-Market, and Enterprise based on current capacity, highlights where coverage is short, and recommends a hiring plan to close those gaps. You can then edit both existing reps and planned hires to test realistic scenarios.
Planner Controls
Start here: set the company target, then adjust quota, attainment, and ramp assumptions for each segment.
SMB
72%
Mid-Market
78%
Enterprise
75%
Plan Summary
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Target
$0
Current Capacity
$0
Capacity from Hire Plan
$0
Residual Over/Under Assignment
$0
Over-assigned
Planning readout
This summary combines the editable rep table and the editable hire plan below.
Current modeled capacity of $0 plus $0 from 0 planned hires gets to $0, which is $0 over the company target.
These tiles show allocated target, current capacity, segment gap, and how the current hire plan changes projected coverage.
SMB
Allocated Target$0
Current Capacity$0
Gap to Target$0
Planned Hires0
Incremental Capacity$0
Projected Capacity$0
Residual O/UResidual O/UProjected capacity minus allocated target for the segment. Positive values mean over-assigned; negative values mean under-assigned.$0
Total QuotaTotal QuotaRaw quota assigned to the segment across current reps and planned hires, before attainment and ramp assumptions are applied.$0
Quota CoverageQuota CoverageTotal quota divided by allocated target. This shows how much raw quota is assigned relative to the segment target before applying attainment or ramp.0.0x
Mid-Market
Allocated Target$0
Current Capacity$0
Gap to Target$0
Planned Hires0
Incremental Capacity$0
Projected Capacity$0
Residual O/UResidual O/UProjected capacity minus allocated target for the segment. Positive values mean over-assigned; negative values mean under-assigned.$0
Total QuotaTotal QuotaRaw quota assigned to the segment across current reps and planned hires, before attainment and ramp assumptions are applied.$0
Quota CoverageQuota CoverageTotal quota divided by allocated target. This shows how much raw quota is assigned relative to the segment target before applying attainment or ramp.0.0x
Enterprise
Allocated Target$0
Current Capacity$0
Gap to Target$0
Planned Hires0
Incremental Capacity$0
Projected Capacity$0
Residual O/UResidual O/UProjected capacity minus allocated target for the segment. Positive values mean over-assigned; negative values mean under-assigned.$0
Total QuotaTotal QuotaRaw quota assigned to the segment across current reps and planned hires, before attainment and ramp assumptions are applied.$0
Quota CoverageQuota CoverageTotal quota divided by allocated target. This shows how much raw quota is assigned relative to the segment target before applying attainment or ramp.0.0x
New Hires Table
Edit start dates, quota, attainment, and ramp to model a realistic in-year hiring plan.
Use Rebuild Hire Plan to regenerate hires from the latest target, rep edits, and segment assumptions.
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Current Rep Capacity Model
Edit quota and attainment for individual reps to override segment defaults and model rep-specific scenarios.
Use Reset Reps to Defaults to restore quota and attainment to the current segment settings.
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