Follow the built-in guide to update the Sales Capacity Planning Template with your team's history and planned performance.
Visualize sales and rep performance using your planned hiring and ramp drivers. Do you have enough capacity? Check using projections based on allocated quota or last year's actuals.
Enter your sales targets and planned sales team headcount. Check all the key metrics by month quarter and year.
Combine historic actuals with rep hiring and ramp drivers to project sales performance. Compare to future sales targets and perform sensitivity analysis on the rep capacity needed.
Create additional versions to compare outcomes using alternative drivers and hiring plans.
