Monthly Capacity Analysis
A quick diagnostic using financial services industry benchmarks to assess your staffing needs
How This Works
Enter your monthly workload (how many tasks) and how long each task takes. We'll calculate your actual time spent and show you how many people you need based on your available capacity.
- Transactions: Routine processing (transfers, redemptions, subscriptions)
- Client Activities: High-touch work (reviews, rebalances, relationship management) — adjusted for complexity
- Complexity Weight: Not all client work is equal. Simple = 1x, Standard = 1.5x, Complex = 2x. This multiplier adjusts your client activity hours to reflect real effort.
- New Accounts: Account setup and onboarding work
- Manual Hours: Non-automated operational work
Enter your actual numbers below. The calculation methodology appears at the bottom of this page.
Team baseline
Time & Capacity
This month's activity & time per task
How many this month?
Average minutes each
How many this month?
Average minutes each
How complex is the average client relationship your team manages? This adjusts the time calculation to reflect real effort — complex clients take significantly more time than simple ones.
How many this month?
Average hours each
Operational health
Your monthly capacity analysis
Required headcount
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You have
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Capacity gap
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Total hours needed this month
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How we calculated this
Note: This analysis uses actual time spent, not industry benchmarks. Your staffing needs may vary based on process efficiency, automation, team experience, and organizational structure. We recommend validating these numbers with detailed workflow analysis during a discovery conversation.
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