# Quota-Capacity Gap Report Template

> A board-ready one-pager showing the delta between assigned quota and the capacity actually available to carry it, with root causes and owned actions.

Free template for sales leaders. Topic: [Comp, Quota, Territory & Capacity Planning](https://www.peerlab.ai/library/topic/comp-quota-territory-capacity-planning/). Published by PeerLab in the [Sales Enablement Resource Library](https://www.peerlab.ai/library/). Source: https://www.peerlab.ai/library/quota-capacity-gap-report-template/

## How to use it

Fill in one row per segment/team from your capacity model each quarter, keep it to one page, and lead the board conversation with the headline gap statement before the supporting tables.

## What's inside

- Headline gap statement format for the top of the page
- Gap-by-segment table: assigned quota, available capacity, gap $, gap %, primary driver
- The capacity formula footnote tying this report back to the 12-Month Rolling Capacity Planning Model
- Root-cause breakdown table across 5 standard drivers (unfilled reqs, ramping reps, attrition, territory realignment, promotion lag)
- 4-quarter trend table to show structural vs. one-off gaps
- Recommended-actions table with owner, target date, and expected impact
- Appendix definitions for Assigned Quota, Available Capacity, and Gap

# Quota–Capacity Gap Report

**Format:** one page. This is a board/exec artifact: if it doesn't fit on one page, it's a working document, not a report.

---

**Reporting Period:** [Q_ 20__]
**Prepared by:** [Name / RevOps]
**Distribution:** [CRO / CFO / Board]

## Headline

> **[Segment/Org] capacity is [X]% [short of / ahead of] assigned quota this quarter, a gap of $[amount].**

## Gap by segment

| Segment / Team / Region | Assigned Quota | Available Capacity | Gap ($) | Gap (%) | Primary Driver |
|---|---|---|---|---|---|
| [Enterprise] | $ | $ | $ | % | [e.g., 2 unfilled reqs] |
| [Mid-Market] | $ | $ | $ | % | [e.g., 3 reps mid-ramp] |
| [SMB] | $ | $ | $ | % | [e.g., fully staffed] |
| **Total** | **$** | **$** | **$** | **%** | |

*Available Capacity = Σ (ramp % × quota) per rep this period, see the 12-Month Rolling Capacity Planning Model for the full calculation.*

## Root cause breakdown

| Driver | % of total gap | Notes |
|---|---|---|
| Unfilled requisitions (hiring behind plan) | % | [reqs open, days open] |
| Reps still ramping | % | [# reps, months into ramp] |
| Attrition above plan | % | [# departures vs. forecast] |
| Territory/account realignment | % | [reassignment disruption] |
| Promotion/backfill lag | % | [internal moves creating vacancy] |

## Trend (last 4 quarters)

| Quarter | Gap % |
|---|---|
| Q-3 | % |
| Q-2 | % |
| Q-1 | % |
| This Q | % |

[One line: is the gap structural/worsening, or a one-quarter blip from a known departure?]

## Recommended actions

| Action | Owner | Target Date | Expected Impact |
|---|---|---|---|
| [e.g., Approve 3 reqs for Enterprise] | | | Closes $X of gap by Q+2 |
| [e.g., Accelerate ramp support for 2 reps] | | | Recovers X% attainment |
| [e.g., Reforecast target given structural gap] | | | Aligns board expectation |

## Appendix: definitions

- **Assigned Quota:** the sum of individual quotas formally assigned this period, regardless of who's carrying them.
- **Available Capacity:** the sum of (ramp % × quota) actually deployable this period, a rep on quota but at 50% ramp only counts as 50% capacity.
- **Gap:** Assigned Quota − Available Capacity. A positive gap means quota is assigned that no one can realistically carry.