Resources Capacity Planner

Capacity Planner

Start from the revenue you want to add, and work back to the new accounts, leads, marketing budget and reps it takes to get there.

Runs in your browser. Nothing you type leaves this page.

Your target

New revenue a month to reach within 12 months First-year net revenue a new account brings in · On average, across every new account Variable costs, as a share of net revenue · Splits, commissions, losses and servicing

Your funnel

Leads that become new accounts Cost per lead

Your team

New accounts a rep signs a month · At full speed Reps on staff Loaded cost of a rep a month · Salary, commission, benefits and tools

New accounts a month

Leads a month

Marketing a month

Reps needed

Cost per new accountMarketing and reps

R2M₁₂Net revenue per $1, acquisition and variable costs counted

PaybackWhen contribution covers acquisition

Contribution, first yearAfter acquisition, for one month’s accounts

R2M₁₂, acquisition onlyNet revenue per $1 of marketing and reps

A month of the plan

The inputs and the plan, in one file.

How the plan is worked out

New accounts a month = the target ÷ the first-year revenue of a new account. Sign the same number every month, and by month 12 you have one group of accounts in each month of its first year. Together they bring in, every month, what one group brings in over its whole first year.
Leads = new accounts ÷ the share of leads that become new accounts. Marketing = leads × cost per lead.
Reps needed = new accounts ÷ what a rep signs a month at full speed. Hires round up, and nobody on staff is let go.
R2M₁₂ is the revenue return at month 12: the first-year net revenue of a month’s new accounts for every $1 invested in them, with that month’s marketing and reps and the accounts’ first-year variable costs counted as invested. At 1 or more, the accounts paid back within their first year. The numbers, defined has the three ways to set what counts as invested.
Payback = marketing and reps ÷ the monthly contribution of the month’s accounts, their first-year net revenue less variable costs, spread evenly over twelve months. Contribution, first year = their net revenue less variable costs, marketing and reps.
What it leaves out: new hires start at full speed, there’s one funnel and one cost per lead, and every new account counts at the average.

The full version

In ABPRO_, the Capacity Plan starts from your own book’s figures, reads every account by Power Law tier, adds each new hire’s ramp, plans the hiring month by month for a year, and reads payback off your book’s own revenue curve.

Book an ABPRO_ demo

How the plan is worked out

New tools and templates by email