Sales capacity planning: quota, attainment, ramp, and what to watch

A practical guide to sales capacity: estimate bookings capacity using headcount, quota, expected attainment, and ramped vs ramping mix.

Updated 2026-01-30

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Capacity is headcount * productivity

Sales capacity is the output your team can produce given how many reps you have and how productive they are. Productivity depends on attainment, territory, deal quality, and ramp.

A practical capacity model

  • Start with quota per rep for the period.
  • Apply expected attainment for ramped reps.
  • Adjust for ramp: new reps contribute less than ramped reps.
  • Sanity-check that you have enough pipeline to feed the capacity.

A simple formula (ramped vs ramping)

ComponentInputContribution (example)
Ramped repsramped_reps * quota * attainment7 reps * $150k * 85% = $892.5k
Ramping repsramping_reps * quota * ramp_productivity3 reps * $150k * 40% = $180k
Total capacitysum$1.0725M bookings capacity

Model capacity by month, not just in aggregate

  • Staggered hiring creates mid-quarter capacity dips that averages hide.
  • Apply a ramp curve (month 1, 2, 3) instead of a single ramp percent.
  • Track ramped vs ramping headcount weekly to catch forecast drift.

Pipeline is often the real constraint

  • If pipeline coverage is low, capacity math will not save the quarter.
  • Align pipeline to time: only include pipeline that can close in the period.
  • Check pipeline per rep: too little means idle time, too much means slippage and poor follow-up.

How to use capacity in a hiring plan

  • Model ramp by month, not as a single average (timing creates misses).
  • Add a buffer for attrition and vacation time (capacity is not 100% available).
  • Tie hiring to lead/pipeline generation; hiring without demand increases burn, not bookings.

Common mistakes

  • Treating new hires as fully ramped.
  • Assuming attainment is stable while pipeline quality changes.
  • Forecasting capacity without a pipeline plan (input constraint).
  • Using a single attainment number across segments or ACV bands (variance is real).
  • Ignoring seasonality and close-rate changes near quarter-end.
  • Using capacity math without validating activity and lead volume.

Scenario stress test

  • Model attainment +/- 10 points to see capacity sensitivity.
  • Use the range to decide if hiring or pipeline is the real constraint.
  • Check if capacity swings still align with the team target.

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