Erick Simpson’s Organizational Staffing and Resource Capacity Planning Calculator  helps you determine when to hire Sales Professionals based on your GP and MRR Revenue sales targets, your Sales Engineers based on their forecasted participation in sales activities, Service Dispatchers, Level 1, Level 2, Level 3 and Onsite Technicians based on your actual ticket counts, Project Managers, Coordinators and Deployment Engineers based on your project load and On-Boarding Technicians based on new Customer engagements. This effective calculator takes into account the number of hours available to each of your staff to support your sales, project and service activities. It provides you a clear color-coded “over/under” status that tells you if you are understaffed or overstaffed and by how many resources. Never make an untimely hiring decision again with this awesome capacity planning tool.

Instructions:

*Shaded cells are calculated fields – beware of changing them

1. Review/Modify all white cells in the Availability Section
2. Review/Modify all white cells in the Performance/Forecast Section
3. Review/Modify all white cells in the Staffing Section

Over/Under Capacity = Green when properly staffed,

Red when Overstaffed, Blue when Understaffed