Free Sales Capacity Planning Template (Excel & Google Sheets)

A ready-to-use sales capacity planning template for Microsoft Excel and Google Sheets. Plan your AE headcount against your bookings target — with ramp built in, so you see your real coverage ratio instead of just headcount × quota. No email required, no signup.

Download the template (.xlsx) →

What's in the template

  • A team roster — AEs with segment, fully-ramped annual quota, and a new-hire flag
  • Ramp built in — new hires are discounted to their real first-year productivity
  • An instant coverage ratio and verdict versus your target
  • Plain, editable spreadsheet formulas that recalculate automatically

A basic starter — and the full tool is free too

This template is deliberately basic (one blanket ramp factor, a single-year view) — perfect for a quick gut-check. For per-rep month-by-month ramp curves, quarter-by-quarter coverage, multiple teams, and scenario modeling, the full AE Capacity Planner is free on ARRGuide.

For the methodology behind a defensible plan, see our guides on building a sales capacity model, setting quotas and modeling ramp time, and sizing a sales org from the top down.

Use the full planner free →