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23+ Templates to forecast your SALES! Download them right away

23+ Templates to forecast your SALES! Download them right away

If you are running a sales team or a part of the sales team then you must be having targets to meet each month, daily huddles, funnel of hot leads. Therefore, I'm sure you would understand the importance of SALES funnel. Objective of creating sales funnel is always to know the where we are going i.e forecasting expected revenue of an individual or team. We've identified 23 forecasting templates for you in excel format which you can download free of cost and start utilizing them for forecast your sales. 

Link

File Type

Instr.

Eg.

Best Feature

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Excel

Yes

No

Multiple timeframe projections.

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Google Sheets

No

Yes

Detailed example forecasts.

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Excel

Google

Sheets

PDF

Yes

No

Built-in profit margin calculation.

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Excel

No

No

Allows for projections based on lead-driven approach, and projects based on deal stage.

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Excel

Yes

No

Great for multiple product businesses.

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Excel

No

Yes

Takes into account costs and markups, great for retailers.

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Excel

No

Yes

Accounts for seasonality and growth rate, great for e-commerce businesses and retailers.

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PDF

Yes

Yes

Great, simple monthly report. Best for small businesses.

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Word Doc

Yes

No

Great for multiple product businesses.

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Excel

No

No

Has best, worst case, most likely projections, great for companies that do not have a lot of data already, such as a brand new startup.

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Excel

No

Yes

Takes into account 36 months of data, presets clear graphs of information.

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Excel

Yes

Yes

Great for businesses that rely on lots of inventory turnover.

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Excel

Yes

Yes

Best for businesses with multiple product lines, beautiful output of data.

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Excel

No

Yes

Takes into consideration lots of costs,  good for businesses with a lot of overhead/high costs of goods sold.

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Excel

Yes

No

Carries data all the way through to the profit and loss statement.

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Excel

No

No

Takes into account longer deals and projected volume, great for companies with longer sales cycles.

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Excel

Yes

Yes

Takes into account changing market conditions, good for rapidly changing industries.

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Excel

No

No

Considers historical growth rate to project future growth, best for businesses with at least two years of sales data.

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Excel

Yes

No

Allows for scenario planning, you can project based on income goals or target market share.

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Word Doc

No

No

Allows for projections based on many different variables, such as seasonality, type of service/good sold, profitability per square foot, and more.

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Excel

Yes

No

Good for small businesses without much data.

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Excel

Yes

No

Takes into account projected growth rate and increases in marketing/admin costs.

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Excel

Yes

Yes

Allows for different growth rates for different product lines, great for businesses with multiple products growing at different rates.

Do remember that these excel sheets are good for planning but not good for managing day to day work. Improve productivity of your sales team by signing up for our SALES CRM:  

Travel CRM

103 Comments

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