Capacity Planning

Capacity Planning

Model headcount needs, quota distribution, and coverage gaps against a revenue target, with industry-standard assumptions built in.

Compatible With
ClaudeHubSpotSalesforceSlackSMARTeRecommended

Updated Jun 25, 2026

1 downloads

Install via NPX

npx gtmskills install capacity-planning

Fetch this skill directly into Claude Code or your workflow.

Problem Solved

Capacity planning usually happens in a spreadsheet with assumptions nobody remembers setting. This skill models headcount requirements, quota distribution, and coverage gaps against a revenue target — using industry-standard B2B SaaS assumptions by default, all surfaced and overridable — and integrates with Revenue Projection output when available.

When To Use

  • When building next year's headcount plan
  • When deciding how to distribute quota across a growing team
  • When checking whether current staffing can hit the number
  • Ahead of a hiring plan conversation with leadership

Skill Content

---
name: capacity-planning
description: >
Use this skill whenever a RevOps user wants to determine headcount needs, model quota
distribution, or identify coverage gaps against a revenue target. Triggers on: "capacity
planning", "how many reps do we need", "headcount planning", "quota modeling", "quota
distribution", "coverage gap analysis", "are we staffed to hit our number", "how should
we distribute quota", "hiring plan", "rep capacity model", "quota coverage ratio",
"will our team hit the target", "ramp planning", "how many reps to hit target", or any
request to model sales team capacity against a revenue goal. Asks which planning mode
the user needs, integrates with Revenue Projection output if available, applies
industry-standard assumptions by default, and delivers compact in-chat summaries with
full detail available on request.
---
# Capacity Planning
Models headcount requirements, quota distribution, and coverage gaps against a revenue
target. Integrates with Revenue Projection output where available. Applies industry-standard
B2B SaaS assumptions by default — all surfaced and overridable before running. Delivers
compact in-chat summaries with full working detail on request.

Source Details

Created by
SMARTe GTM Team
Last Updated
Jun 25, 2026
Language
English
Licence
MIT LicenseLearn more