Operations

    Capacity Planning Calculator

    Calculates maximum throughput based on available resources, identifies bottlenecks, and forecasts when current capacity will be exhausted given demand growth. Supports planning for equipment, staffing, or facility expansions.

    Operations - Capacity Planning Calculator.xlsx

    Excel (.xlsx) — No macros — Works in Excel, Google Sheets, LibreOffice

    Download Free

    What This Spreadsheet Solves

    • Not knowing when current capacity will be maxed out
    • Bottlenecks identified reactively after they cause delays
    • Expansion investments triggered too late or too early
    • No framework for comparing capacity across different resource types
    • Demand forecasts disconnected from capacity constraints

    Who This Is For

    • Operations managers planning production or service capacity
    • Manufacturing directors forecasting equipment needs
    • IT operations leads sizing infrastructure for growth
    • COOs building capacity expansion roadmaps

    Inputs

    • textResource name or type
    • #Current capacity (units per period)
    • #Current demand (units per period)
    • %Demand growth rate per period
    • #Lead time for capacity expansion
    • $Cost per unit of additional capacity

    Outputs

    • Current utilization rate per resource
    • Periods until capacity exhaustion
    • Bottleneck resource identification
    • Recommended expansion trigger date
    • Expansion cost estimate
    • Demand vs. capacity forecast chart

    How Calculations Work

    Current utilization is demand divided by capacity. The calculator projects demand forward at the growth rate and identifies the period when demand exceeds capacity. Subtracting expansion lead time gives the trigger date for ordering or hiring. The bottleneck is the resource with the earliest exhaustion date. A chart overlays demand and capacity curves with the trigger point marked.

    Example Use Case

    Scenario: A fulfillment center processes 8,000 orders/week with 10,000 capacity. Demand grows 3%/week. Warehouse expansion takes 12 weeks and costs $200,000 for 5,000 additional units of capacity.

    Result: Current utilization: 80%. Capacity exhaustion: week 8. Expansion trigger: now (week 8 minus 12-week lead time = already past). Expansion cost: $200,000 for 15,000 total capacity lasting until week 25 at current growth.

    What You Get — 5 Sheets

    READMECapacity planning methodology, definitions of throughput and bottleneck, and instructions for multi-resource data entry.
    INPUTResource list with current capacity, demand, growth rate, expansion lead time, and expansion cost per unit.
    LOGICProjects demand forward, computes exhaustion dates, identifies bottlenecks, calculates trigger dates and expansion costs.
    OUTPUTUtilization summary table, demand vs. capacity chart with trigger markers, bottleneck ranking, and expansion cost timeline.
    CONFIGPlanning horizon length, utilization warning threshold, growth rate smoothing options, and capacity buffer percentage.

    Technical Details

    File Format:.xlsx (Open XML)
    Macros:None — pure formulas
    Compatibility:Excel 2016+, Google Sheets, LibreOffice
    Input Cells:Clearly marked with blue background
    Formulas:All outputs are live Excel formulas
    Protection:LOGIC sheet formulas protected, INPUT cells editable

    Frequently Asked Questions

    What utilization level should trigger expansion planning?

    Start planning at 75-80% utilization. This gives buffer for demand spikes while allowing time for the expansion lead time.

    How do I handle seasonal demand?

    Enter average demand and note seasonal peaks. The CONFIG sheet has a seasonality multiplier to stress-test capacity during peak periods.

    Can I model multiple expansion options?

    Yes. Enter different capacity increments and costs as separate rows. The OUTPUT compares options side by side.

    What if demand growth is not linear?

    Use a conservative average rate. The sensitivity table in OUTPUT shows outcomes at growth rates from half to double your estimate.

    Should I include maintenance downtime in capacity?

    Yes. Reduce available capacity by expected downtime percentage. If a machine is down 10% of the time, its effective capacity is 90% of rated capacity.

    Download Capacity Planning Calculator

    Ready to use immediately. Enter your data in the INPUT sheet, see results in OUTPUT.