Lumopath · Capacity Management

Your team's real capacity isn't how many accounts they hold.

Capacity Management measures true workload across every tool your team uses, so you can free up the 10–20% hiding in plain sight, prove the headcount you actually need, and catch burnout before it costs you people.

Team capacity · this period MaxedUntapped
Burnout ceiling

The problem

Same book of business.
Nowhere near the same workload.

Capacity models assume two reps with the same number of accounts have the same capacity. They don't. Without seeing real workload, you can't tell who's drowning from who has room, so you add headcount when people complain, not when the data says to.

Traditional view: identical Actual workload: not even close
CK
Clark Kent
15 accounts · $2.5M
100%
At capacity · burnout risk
CD
Carol Danvers
15 accounts · $2.5M
65%
Untapped capacity
DG
Daniel Garrett
15 accounts · $2.5M
60%
Untapped capacity

How it works

Measure the work, not the account count.

Step 1
True capacity from real activity
Workload is calculated from actual time spent across all your integrated tools, not number of accounts or revenue managed.
Email Chat Calendar CRM Meetings Tickets
Step 2
Set your thresholds and goals
Define your burnout ceiling, your untapped floor, and where you want the team's time to go.
Burnout ceiling90%
Untapped floor65%
Step 3
Agents alert you
Burnout risk, untapped capacity, and whether the workload is the work you want, or distraction off the goal.
Clark100%
Diana90%
Carol65%

In action

An objective source of truth.

Team capacity · trended over time
Above 90% ceiling
Individual capacity
Team average 87%
Team-level and individual true capacity, against your thresholds.

The unlock

Free up the capacity you have, or prove the capacity you need.

10–20% more capacity, without adding a single hire.

?Can I reallocate work within my team?

Move work from maxed-out reps to teammates with real headroom, before you add anyone.

Over capacity
Clark Kent100% → 84%
Bruce Banner93% → 80%
Reassign 4 accounts
Untapped headroom
Carol Danvers65% → 78%
Daniel Garrett60% → 73%
?Can I offload, automate, or reprioritize work?

See where the time goes. Then drill into what's actually eating it.

When you do need to hire: make the case.

When capacity is genuinely maxed, you walk into the headcount conversation with real-workload evidence, not "the team is complaining."

Lumopath has become the go-to tool for understanding my team's activity and assigning accounts based on available capacity.

Russ Danford
Russ Danford
Director of Customer Success · Sense

Get started

See where your team's time really goes.