Sales capacity planning template for Excel & Google Sheets
Most sales capacity templates are a single row: reps × quota × attainment. That formula overstates your capacity the moment anyone is hired, ramping, or leaving — which is every quarter, on every team. This template models capacity the way finance teams actually check it: month by month.
What's inside the template
- Month-by-month hiring plan — enter hires per calendar month, not vague quarterly buckets.
- Editable ramp curve — defaults to linear over your ramp length; override any month for an S-curve or stepped ramp.
- Attrition with backfill lag — departures reduce capacity, backfills re-ramp on your curve, and the model prices the cost of open territories.
- Base / Upside / Downside scenarios — attainment, attrition, and hiring-slip levers per scenario, compared side by side.
- Hiring deadline table — what one hire is worth for every possible start month, and how many hires close your gap if they start then.
- Capacity walk chart — monthly sellable capacity vs. required run-rate, ready to paste into a board deck.
Five tabs: READ ME, Assumptions, Capacity Model, Hiring Deadlines, Scenarios. Every input is a blue cell. No macros, no plugins, no setup — works in Excel and Google Sheets.
With a 5-month ramp, a rep hired in January delivers about 83% of a full rep-year. Hired in July, that falls to 33%. Hired in October: about 10%. An annual average hides this completely — which is why plans built on reps × quota miss the year even when every hire lands. The template makes the hiring deadline visible while there's still time to act on it.
Template vs. free calculator — which do you need?
The free QuotaMath calculator answers the headline question in 30 seconds: what's my effective capacity this year, and how big is the gap? Use it to sanity-check a plan or make a point in a meeting. The paid template is the version you build the actual plan in: monthly hiring granularity, editable ramp curves, attrition backfill, scenarios, and charts you can defend line-by-line in a planning review.
Before you buy, the assumptions that drive the model are documented in our free guides: the ramp-adjusted capacity formula, ramp-time benchmarks by segment, and what rep attrition really costs.
FAQ
Does it work in Google Sheets?
Yes — upload the .xlsx to Google Drive and open it with Sheets. All formulas are standard functions with no macros, so nothing breaks in translation.
What assumptions should I use?
Common planning defaults: 60–70% average quota attainment, 3–4 month ramp for SMB sales, 4–6 months for mid-market, 6–9+ for enterprise, and 15–25% annual rep attrition. The READ ME tab documents every assumption and where to change it.
Is there a refund policy?
Sold through Gumroad with a 30-day money-back guarantee — if it doesn't fit your planning process, get a refund with one click.
Last updated July 2026