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AI assistant for planning

Sales capacity planning tool. Reps, calls, accounts and cost, reconciled.

How many reps, calling how often, covering which accounts, at what cost. Covirage turns those four questions into a plan where capacity, coverage and budget reconcile, and shows what each extra rep buys.

Upload sample data to try itSee a demoBuilt with finance in the room. Every line ties to the budget.
FY27 coverage planreconciled ✓
Plan APlan B
Reps2426
Calls per week3836
Accounts covered2,1102,480
Coverage74%87%
Cost$3.1m$3.4m
Plan B adds two reps in the South. Cost +$0.3m, coverage +13 pts.
4levers: reps, calls, accounts, cost
1 viewcapacity against coverage against budget
Per repwhat each addition buys

Capacity is arithmetic. Treat it that way.

Reps times calls per week times weeks is the capacity. Accounts times required frequency is the demand. The plan is where they meet, and the assistant helps you move the levers until they do.

Capacity model

Reps, ramp time, calls per week and holidays, computed, not assumed.

Coverage demand

Every account with a required frequency by tier. The gap is shown in reps.

Budget tie-out

Each scenario lands on a cost finance can put in the plan.

How it works

Three steps, in this order.

Load accounts and tiers

From the CRM. Tier rules set the required frequency.

Set the levers

Ask the assistant to try headcount and frequency changes.

Agree the plan

Export to the budget and to the territory planner.

“Finance and sales looked at the same number for the first time in the planning cycle.”A CFO, describing why it was approved

Questions teams ask

Short answers. The Help center has the long ones.

How is this different from territory planning?

Territory planning assigns accounts to reps. Capacity planning decides how many reps and how often they call. They share the same data and hand off to each other.

Does it model ramp time?

Yes. New reps carry a ramp curve you set.

Can finance edit it?

Finance seats are included in the Business plan.

Read more

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