Basic Sales Forecast Sample Template
This sales forecast sample template is simple to use and provides an example of the forecasted sales of a product. Customize this template by using a forecasting technique to gather data, including historical sales information, economic trends, or comparisons within your industry. Enter the year, product, and unit type. Then, add the number of units sold and price per unit — the sales amount and percentage totals will calculate for each month with built-in formulas.
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12-Month Sales Forecasting Template for Multiple Products
This sales forecasting template provides an estimate of future sales for multiple products in a yearly view, but you can customize it to project sales for any period of time. Enter the product, service, or other category name according to your needs. Then, enter your estimated monthly sales. There is also space to add historical sales, which can help you identify trends and other information that will be useful for making future projections.
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3-Year Sales Forecast Template
This customizable sales forecast template is designed to forecast sales for a 36-month time period. Enter the number of units sold, unit price, and unit cost of goods sold (CoGS). Once you’ve entered those values, built-in formulas will calculate the monthly and yearly sales growth rate, revenue, margin, and gross profit. This template also provides year-to-year comparisons to identify the years that saw the highest rate of growth.
5-Year Sales Forecast Template
This sales forecast template is user-friendly and displays the monthly and yearly sales projection for a product at a glance. Simply enter the number of units sold and price per unit for a product. Then, the total sales and percentages will auto-calculate with pre-built formulas. This template displays the highest performing month and provides insight into sales trends and fluctuations.
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Monthly Sales Projection Template
This monthly sales projection template is customizable and shows forecasts in a monthly and yearly view. Enter the year forecasted at the top, add total projected sales goals for new business and reorders for each month, and then add actual sales for comparison. The variance will calculate via built-in formulas, so you can measure the accuracy of new monthly sales, product reorders, and combined totals.
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Daily Sales Forecast Template
This daily sales forecast template enables you to estimate sales projections for a daily or weekly time frame. Use historical sales data for the same time period in previous years, and use the additional space beneath each week’s start date to add notes, including weekly sales or holidays that influenced the price per unit or total sales.
Sales and Budget Forecast Template
This customizable sales and budget forecast template is used to project monthly sales and planned expenses for a company, including advertising, insurance, payroll, and overhead. Add the estimated number of customers, average sale per customer, and average cost per sale. Then, add budgets for operating, payroll, and office expenses. Once you’ve entered those values, pre-built formulas will calculate the total sales, gross profit, total expenses, and net profit for a 12-month period.
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Product Sales and Profit Forecasting Template
This sales and profit forecasting template provides the projected sales, operating income, and market share for a product over a five-year span. Once you’ve entered the product data, the forecasted values will auto-calculate on the Output Scenario tab with built-in formulas. The results provide the forecasted sales and profit based on target operating income and target market share.
Sales Forecast Presentation Template
This sales forecast presentation template provides visually appealing graphics that you can customize according to your needs. Add projected sales and growth percentages for any time period. Then, add charts and historical data to display trends. This presentation template also includes a slide that allows you to add key takeaways or other pertinent information to support your forecasts.
Deal-Based Sales Forecasting Template
This sales forecasting template is based on the deal stage, size, and probability. Enter the company name and contact information related to each deal, select the deal stage, and add the deal size. Once you enter the stage and size, the probability and weighted forecast will auto-calculate with built-in formulas. This template also has space to assign a sales representative, select anticipated close dates, and detail necessary further actions.
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Opportunity-Based Sales Forecast Template
This sales forecast template provides a weighted forecast for opportunities based on the probability of the sale. Add the opportunity name, sales phase, sales agent, region, and sales category. Then, add the forecasted amount and probability for each opportunity. Based on the values you enter, the weighted forecast will auto-calculate with pre-built formulas and display a visual of sales projections on the Forecast Totals and Forecast Graph tabs.
Sales Forecasting by Lead Stage Template
This lead-driven forecasting template enables you to project the value of each lead on a monthly basis, based on historical data (e.g., the previous sales cycle, lead conversion rates, and average unit price). When you customize the Deal Stage key, the deal stages use formulas to automatically update accordingly. Add contact information, key dates, and the deal value for each lead. Then, the weighted forecast value will auto-calculate according to the closure probability you assign to each stage in the key.
E-Commerce Sales Forecast Template
This sales forecast template is designed to project future revenue for an e-commerce business over a five-year time period. Enter the marketing budget at the top of the template. Then, enter the number of organic visits, conversion rate, average order value, and other revenue. Once you enter those values, the paid and organic visits, sales, and total revenue will auto-calculate with built-in formulas.
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Retail Sales Forecast Template
This customizable retail sales forecasting template projects the total annual revenue for a five-year time span. Enter the estimated daily footfall, percentage of customers who enter the store and make a purchase, average sale value, and other sources of revenue. Once you enter those values, the total number of customers, sales, and revenue will calculate with pre-built formulas.
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Hotel Revenue Projection Template
This sales forecasting template projects the annual revenue of a hotel over a five-year time span. Enter the total number of rooms and the number of operating days in a given year, the occupancy rate and average daily room rate, and the food and beverage percentage, if applicable. The projected room occupancy and total revenue will calculate automatically with built-in formulas.
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Bed and Breakfast (B&B) Sales Forecast Template
This sales forecast template is designed to estimate the total revenue for a bed and breakfast (B&B) for a five-year time period. At the top, enter the number of rooms available, the number of days open by season, average room rates, and other revenue. Occupancy rates, available nights, and total projected revenue will calculate with pre-built formulas.
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Why Is Sales Forecasting Important?
Performing a sales forecast, or estimating future sales, is a valuable tool you can use to predict the short and long-term performance of your company. When done accurately, a sales forecast can provide keen insight and enable your company to make informed strategic decisions that reinforce and align with your organization’s sales plan.
Learn more about the key steps involved in performing a sales forecast, along with helpful tips and examples, by visiting "The Last Guide to Sales Forecasting You'll Ever Need: How-To Guides and Examples."
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