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capacity-calculator

Calculate CSM portfolio capacity by aggregating per-account demand across segments.

1|Updated Mar 23, 2026
Search Tags:#portfolio#capacity#workload#utilization#demand#headcount
One-click install
npx skills add https://github.com/stephenrogan/csm-skills --skill capacity-calculator
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: capacity-calculator
Source: https://github.com/stephenrogan/csm-skills/tree/main/skills/capacity-calculator
Command: npx skills add https://github.com/stephenrogan/csm-skills --skill capacity-calculator

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Capacity planning for CS teams by computing workload from account attributes to reveal overload risks and inform staffing decisions.

Core Features & Use Cases

  • Compute per-account demand using segment-specific base hours and multipliers (health, renewal, onboarding, escalation, expansion).
  • Aggregate across Enterprise, Mid-Market, SMB, and Scaled/Tech-Touch to report total capacity, utilization, and recommended rebalancing.
  • Provide actionable outputs: top-demand accounts, utilization, and hiring justification to support headcount decisions.

Quick Start

Input account data (name, segment, ARR, health, renewal proximity, onboarding, and escalation/expansion signals) and run capacity calculation to see overload risk and staffing needs.

Frequently Asked Questions about capacity-calculator

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I calculate CSM portfolio capacity and workload utilization?▼

CSM portfolio capacity calculation aggregates per-account demand using segment base hours and multipliers for health, renewal proximity, onboarding, escalation, and expansion to reveal workload utilization and overload risk.

What is per-account demand based on when planning customer success headcount?▼

Per-account demand is computed using segment-specific base hours for Enterprise, Mid-Market, SMB, and Scaled segments, adjusted by multipliers for account health, renewal proximity, onboarding, escalation, and expansion signals.

Can I assess overload risk across mixed portfolios including Enterprise and SMB segments?▼

Yes, capacity calculation aggregates workload across mixed portfolios including Enterprise, Mid-Market, SMB, and Scaled/Tech-Touch segments to report total capacity, utilization metrics, and recommended rebalancing actions.

What is the best way to justify hiring decisions for customer success staffing?▼

The best way to justify hiring is by calculating per-account demand to quantify overload risk, identifying top-demand accounts, and generating utilization metrics that support data-driven headcount decisions.

What account data do I need to run a workload capacity calculation?▼

You need account data including name, segment, ARR, health status, renewal proximity, onboarding status, and escalation or expansion signals to calculate capacity and determine staffing needs.

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