Capacity Planning

Value of This Blueprint

CS leaders need a clear picture of team bandwidth to inform hiring and assignments. This Dashboard delivers insight into how much ARR and how many accounts each CSM manages across all segments.

High-Level Strategy

This Dashboard visualizes team-wide and CSM-specific capacity and revenue distribution by segment:

• Provides segment-level ARR, account counts, and NRR metrics
• Shows CSM-level account distribution and revenue load
• Helps identify assignment imbalances and staffing needs

Technical Guidance

Requires account and user data, lifecycle tracking, CSM assignments, and a trait that defines business segments or tiers.

• Integrate Accounts & User data
• Setup Lifecycle Tracking
• Setup CSM assignments
• Ensure property to identify business segment or revenue tier is available

What’s Included

• Capacity Planning Dashboard