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.

Google Sheets

Excel

Sales Forecast Template showing monthly revenue by category with charts for units sold, revenue, costs, and gross profit

Similar templates

Travel and Expense Report Template: Excel sheet with date range, employee info, expense categories, line items, totals.

Free Travel and Expense Report Template

Monthly Budget Template for Excel and Google Sheets

Monthly Budget 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

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

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

Salesforce Quote Template

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

Free Accounting General Ledger 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

Invoice template for Excel and Google Sheets

Invoice Template

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

Free Purchase Order Template

Vehicle maintenance log template with mileage, service details, cost, hours, and invoice tracking for a single fleet vehicle.

Vehicle Maintenance Log Template

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

Free Profit and Loss Statement Template

Account management template dashboard showing total accounts, active and at risk accounts, pipeline value, and accounts to review.

Free Account Management Template

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

Total Loss Inventory List Template

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

Free Loan Amortization Schedule Template

Lead tracker template dashboard showing total leads, lead status breakdown, owners, and overdue follow-ups.

Free Lead Tracker Template

Invoice Tracker Template

Free BOM template showing categorized parts list with quantities, suppliers, unit costs, and a total cost summary.

Bill of Materials Template

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

Sales KPI Template

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

Free Contract Management Template

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

Balance Sheet Template