![]() It tracks the number of units sold for each product line over 12 months on a single spreadsheet to streamline your forecasting accuracy. Best Free Forecasting Template for Multiple Product Businessesĭoes your company sell multiple products or services? This sales projection template could be a great choice for a business with more complex offerings. It can also predict the probability of closing, which is a helpful metric for B2B companies. This template tracks deal value and uses a weighted forecast model. The best part? This is a Google Sheets template (which can be accessed via Google apps and can also be downloaded for use in Microsoft Excel). You’ll see it breaks the year into quarters and tracks leads in all stages of the sales funnel. This template is ideal for companies that track their lead generation efforts and monitor their monthly sales forecast. Best Forecast Template for a Lead-Driven Sales Process The only thing better than this is having sales forecasting built right into your CRM ( like with Close), which enables you to have powerful integrations that enrich your forecasting accuracy and pipeline health over time. A chart at the bottom displays expected growth. The second tab forecasts sales by month based on meetings booked, new opportunities created, and leads closed/won. The first tab allows for adjusting funnel metrics depending on your sales cycle, average deal size, lead growth, and number of leads. This sales forecasting template from Close provides a simple way to track and forecast two years of sales. Best General Forecast Template (Without a CRM) Pro tip: Tired of spreadsheets? Cut out the third-party tools with Close's built-in Sales Funnel Reporting. Choose the template that works best for your company, sales team, and industry. So, we've sorted through all the free sales forecast templates we could find (in Excel + Google Sheets format), and even created one of our own. On the other hand, eCommerce companies must track multiple products-which gets challenging without a template. For instance, small businesses only want (and need) to track a few important metrics. Not every sales team needs a super complex sales forecasting model. It allows you to paint a clear picture showing how the work your team is doing today will pay off.ĩ Best Sales Forecast Templates (Free Google Sheets + Excel Templates) Lastly, it is a powerful motivation tool for your sales team-especially if you have a longer sales cycle. Diagnosis potential issues in your sales flow early.Make more accurate cash flow projections.Predict sales figures for the next quarter: Much like projecting total contract value growth, sales forecasting provides a roadmap for anticipated revenue, enabling you to plan and allocate resources accordingly.Depending on the template, it can help you: ![]() Sales forecasting provides a window into your business's future. Why Are Sales Forecasts Crucial for Sales Teams? ![]() In this guide, we'll give you a step-by-step method to create a sales forecast and access to several free sales forecast templates (in both Microsoft Excel & Google Sheets format).īut first, let’s quickly touch on why sales forecasts are key to growing your sales team-and your business. When done right, sales forecasting helps businesses allocate resources, estimate costs, and predict whether they'll meet their short and long-term business goals. A sales forecast template is a fillable form that outlines expected sales and revenue over a specified time frame, often by month or quarter. ![]()
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