Sales capacity plans that marry ambitious targets with realistic costs
Settle per-rep capacity and attainment assumptions with sales leadership, sourced from CRM history at the opportunity level, then derive the headcount and total selling capacity a revenue target actually requires.
Size the required selling capacity
Work out how many reps the revenue target needs, on assumptions the sales team will stand behind.
- Define per-rep capacity and attainment assumptions with sales leadership, by segment and rep type
- Source historical productivity and attainment from CRM data at the opportunity level
- Derive required capacity and headcount from the revenue target and those assumptions
Plan and cost the hiring
Build a hiring plan by month or cohort, apply a ramp curve to each one, and cost it out: OTE, employer taxes, benefits, and the non-headcount selling costs that scale with the team, set against the revenue the plan is meant to produce.
- Build a hiring plan by month or cohort, with a ramp curve for each cohort
- Account for the lag between approval, offer, and start date
- Set the plan's fully loaded cost against the revenue it's meant to produce
Align with sales leadership
Work through revisions in the model itself, instead of passing a spreadsheet back and forth.
- Give each sales leader a filtered view scoped to their own segment or team
- Restrict access down to a single cell, so cost and comp data stays where it belongs
- Watch the consolidated model update as sales edits their own view
Track and re-plan through the year
Keep compensation expense and the revenue forecast on the same assumptions, so one change updates both.
- Track hiring, ramp, and attrition against plan on an ongoing cadence
- Refresh the view from CRM and HRIS data without a manual export
- Restate compensation expense and the revenue forecast from the same assumptions when hiring, ramp, or attainment change
Build a capacity plan finance and sales can both stand behind
Start free, model your real revenue target, and see the cost of the capacity it requires before you commit to it.