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 |
Excel |
Yes |
No |
Multiple timeframe projections. |
|
Google Sheets |
No |
Yes |
Detailed example forecasts. |
|
Excel Sheets |
Yes |
No |
Built-in profit margin calculation. |
|
Excel |
No |
No |
Allows for projections based on lead-driven approach, and projects based on deal stage. |
|
Excel |
Yes |
No |
Great for multiple product businesses. |
|
Excel |
No |
Yes |
Takes into account costs and markups, great for retailers. |
|
Excel |
No |
Yes |
Accounts for seasonality and growth rate, great for e-commerce businesses and retailers. |
|
|
Yes |
Yes |
Great, simple monthly report. Best for small businesses. |
|
Word Doc |
Yes |
No |
Great for multiple product businesses. |
|
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. |
|
Excel |
No |
Yes |
Takes into account 36 months of data, presets clear graphs of information. |
|
Excel |
Yes |
Yes |
Great for businesses that rely on lots of inventory turnover. |
|
Excel |
Yes |
Yes |
Best for businesses with multiple product lines, beautiful output of data. |
|
Excel |
No |
Yes |
Takes into consideration lots of costs, good for businesses with a lot of overhead/high costs of goods sold. |
|
Excel |
Yes |
No |
Carries data all the way through to the profit and loss statement. |
|
Excel |
No |
No |
Takes into account longer deals and projected volume, great for companies with longer sales cycles. |
|
Excel |
Yes |
Yes |
Takes into account changing market conditions, good for rapidly changing industries. |
|
Excel |
No |
No |
Considers historical growth rate to project future growth, best for businesses with at least two years of sales data. |
|
Excel |
Yes |
No |
Allows for scenario planning, you can project based on income goals or target market share. |
|
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. |
|
Excel |
Yes |
No |
Good for small businesses without much data. |
|
Excel |
Yes |
No |
Takes into account projected growth rate and increases in marketing/admin costs. |
|
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:
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