Why would Charlie like to fix the Capacity Planning
In this segment, Charlie Liu highlights a common flaw in sales and finance operations: the lack of a balanced capacity‑planning process. He explains that many leaders set ambitious budget and revenue targets (top‑down) without adequately assessing whether the organization has the necessary resources—marketing funnel, lead generation, and enough account executives—to achieve those goals (bottom‑up). Charlie argues that without this bottom‑up exercise, companies risk over‑promising and under‑delivering, a pattern he has observed across many of his customers. He stresses the need for a more realistic, resource‑aligned approach to capacity planning to ensure sales targets are attainable.
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