Sales Forecast Template

Sales Forecast is a must-have tool for tracking essential sales metrics for individual products and product categories. It gives you an idea of where to go in sales planning, which product categories are slipping, and how to work with cross-selling. We created our template to simplify your sales analytics process. It's fully customizable, so it's easy to set up and adapt to your business needs. You can easily download it in either Excel or Google Sheets format.
Excel Icon Google Sheets
Excel Icon Excel
Sales Forecast Template showing monthly revenue by category with charts for units sold, revenue, costs, and gross profit

Similar templates

Total loss inventory list template showing item details, loss date, cost, payout, and insurance info for claim documentation.

Total Loss Inventory List Template

Salesforce Quote Template showing a clean table with products, prices, discounts, taxes, and the final total for the client

Salesforce Quote Template

Sales Rep Commission Template showing sales, base salary, commission percentage, and net salary for 10 reps.

Free Sales Rep Commission Template

Break-Even Analysis Template with simple input fields to calculate revenue, costs, break-even point, ROI, and profitability tips

Free Break-Even Analysis Template

Purchase Order Template with supplier and buyer information, item descriptions, unit prices, and calculated totals.

Free Purchase Order Template

Screenshot of a cash flow forecast template displaying projected income and expenses over time, organized in a spreadsheet format for financial planning

Twelve-Week Cash Flow Forecast Spreadsheet

Sales KPI Templates showing deals, sales, profit, discount rate, and rep performance with clear status and recommendations

Sales KPI Template

Profit and Loss Statement Template in Excel with income, costs, operating expenses and calculated net profit.

Free Profit and Loss Statement Template

Vendor List Template spreadsheet with supplier contact details, addresses, and notes for easy vendor management.

Vendor List Template

Invoice Tracker Template

Call Log Template Excel: call tracking sheet with date, time, rep, contact, company, call type, duration, status, notes.

Free Call Log Template for Excel and Google Sheets

Accounting general ledger template showing accounts, categories, debit and credit columns, and running balance.

Free Accounting General Ledger Template

Screenshot of a professional commercial invoice template in Excel, featuring fields for invoice number, date, sender and recipient details, itemized product list, and totals

Commercial Invoice Template

Loan amortization schedule excel template showing loan parameters, payment summary, optimization, and detailed repayment table

Free Loan Amortization Schedule Template

Clean dashboard for contract management: summary of active/expiring, status/type tables, plus a donut chart for status

Free Contract Management Template

Monthly Budget Template for Excel and Google Sheets

Monthly Budget Template

Billing Statement Template with customer info, invoice records, payments, and calculated balance.

Free Billing Statement Template

Food inventory template with columns for item name, location, quantity, expiration dates, and purchase notes.

Food Inventory Template

Balance Sheet Template comparing current and previous period assets, liabilities, equity, and key financial ratios

Balance Sheet Template

Vendor comparison template with weighted criteria, ratings, and automatic ranking summary.

Free Vendor Comparison Template