Sales forecast template in Excel: see what's likely to close this month
Track opportunities by agent, region and stage, weight them by probability and see monthly and cumulative forecasts in a chart.
- ⚡ Instant download
- 🔒 Secure checkout by Stripe
- ↩️ 7-day guarantee
Sound familiar?
- You have no idea how much will actually close this month
- Opportunities get lost in e-mail threads
- Forecasts ignore the real chance of closing each deal
The Sales Forecast Follow-up fixes that in a few minutes, for $4.99.
What changes when you use it
Realistic forecasts
Forecast amount × probability for each stage gives a number you can plan on.
Monthly and cumulative view
Totals by month calculated automatically, with a chart.
An organized pipeline
Agent, region, category and stage for every opportunity, in a filterable table.
Fits your process
Agents, regions, categories and stages are editable lists.
What's inside the spreadsheet
- Opportunity name, sales agent, region and category
- Forecast amount and expected closing date
- 8 sales stages with probability
- Weighted forecast
- Monthly and cumulative totals
- Excel table with filters
- Forecast chart
- Editable lists of agents, regions, categories and stages
Ready in 3 simple steps
Buy securely
Pay $4.99 once through the secure checkout (Stripe).
Download instantly
Your file is ready right after payment and also arrives in your e-mail.
Fill in and use
Open it in Excel, type your data and let the formulas do the work.
Made for
Everything you get
- Sales Forecast Follow-up (.xlsx file), 100% editable
- Instant download right after payment, plus the link in your e-mail
- Use it on as many of your own computers as you need
- No subscription and no monthly fees, ever
- Free e-mail support to help you get started
- 7-day money-back guarantee
Works with: Excel 2010 or newer on Windows or Mac · also opens in Google Sheets
Report what you actually sold with the Annual Sales Report.Sales Forecast Follow-up
$4.99
Less than a coffee to stop guessing your sales.
Download nowFrequently asked questions
Can I change the sales stages?
Yes. Stages, regions, categories and agents are editable lists.
How do I receive the spreadsheet?
Right after payment you get the download link on screen and by e-mail. Lost it? Get new links anytime on the "My downloads" page.
Which software do I need?
Microsoft Excel 2010 or newer (including Microsoft 365) on Windows or Mac. It also opens in Google Sheets and LibreOffice, although some formatting may look slightly different.
Can I edit it and add my logo?
Yes. The file is not locked: you can rename labels, add rows and put your own logo in it.
What language is the file in?
English.
Is it a subscription?
No. You pay $4.99 once and the file is yours to use for as long as you want.
What if it is not what I need?
You have 7 days to try it. If it does not meet your needs, write to us and we will help you, exchange it for another template or refund your payment.
More about the Sales Forecast Follow-up
The Sales Forecast Tracking Excel Worksheet will do exactly what its name means: it will help you forecast sales and estimate the number of items to be sold in each period based on the previous period.
We all know that any business depends on its sales to maintain the health of its currency and even survive the competition. Therefore, it is undoubtedly essential to have tools that can help forecast sales volume at any given time.
So it seems that the advantages of being able to plan sales on a regular basis are not enough, but Excel sales scheduling can still help you control the company's incoming and outgoing goods.
As well all sales that you start in the spreadsheet will be saved, making it easier for you to intuitively understand which products are more and which are less in each period.
This control can help you understand in which season each product sells the most and therefore can help in placing new orders with suppliers in advance.
In addition, it also has the main function of a Sales Forecast Tracking Excel Spreadsheet: to help you estimate the number of future sales.
Efficient Sales Forecasting Always remember that any sales forecast created within the company should consider detailed and realistic data. Now is not the time to guess or hope. All information contained in the projection must be based on reliable research.
First, you must consider all market variables based on previous statistics and future market research. One of the variables that can directly affect your forecast and the actual results obtained is seasonality. It must be considered in any analysis performed.
We know that entrepreneurs often have very optimistic expectations for their business. When making sales forecasts, consider very realistic information. Don't think that everything will be projected as it is written on paper. Unforeseen events will happen forever.
To facilitate the effective design of sales forecasts, we have prepared an Excel spreadsheet to help you. It is simple to use and allows you to track charts of estimated monthly sales.
The spreadsheet contains a seasonality analysis, as we know the story can be more complicated. Putting it into a spreadsheet when estimating sales will help you in your strategy and business plan during this period.
Get organized today for just $4.99
Download the Sales Forecast Follow-up now and start using it in minutes.
Download now for $4.99One-time payment · Instant download · 7-day guarantee
