Download Sales Forecast Template In Excel

A sales forecast is an estimation of future sales revenue. Sales forecasts are usually created according to historical data, industry trends, and current sales status. Companies use the sales forecast to estimate weekly, monthly, quarterly, and annual sales records. For a good prediction, the team should view the sales forecast as a plan to work for business. A sales goal describes what would happen, a sales forecast estimates what will happen, according to your goal.

For example, the sales forecast indicates how much a certain goods is likely to be sold in a future period in a defined market at a defined price. Sales forecasting is important for a company to facilitate it to produce the re­quired product at the right time. Moreover, it makes the records in advance for raw mate­rials and equipment. It manufactures on an order basis, but in general, the firm produces the material in advance to meet the future demand. And these whole records make a sales forecast graph that works for your business. Show whether it is increasing or decreasing every quarter.

How to Create a Sales Forecast Worksheet in Excel

Firstly the sales forecasting function is mainly used in FMCG, financial, accounting and risk management where you can predict the future sales figure and analyze revenue.

In this Template, enter two data series that correspond to each other:
A series with date or month entries for the column
A series with corresponding cumulative values
On the Data tab, click on the Forecast Sales Sheet.
In the Create Forecast sheet option, pick either a column or line chart for the visual presentation of the forecast.
In the End, pick an end date or month, and then click Create.
Excel creates a new Template that contains both table of the historical and predicted values and a chart that expresses the data for your sales.
You’ll find the new worksheet just to the left to enter the Data series.
Historical time and month column (time-based data series)
Historical Cumulative Values column (your corresponding values data series)
Forecasted column (calculated forecasts)

Why do you need a Sales Forecast For Business

1. To Record your sales process

Without a recorded sales process describing the actions and steps is hard for you, you’ll find difficulty in predicting whether a deal will close or not.

2. Set your sales goals

The forecast may be different from your goals, you won’t know if your forecast is good or not unless you first have a goal. So each report needs an individual portion, just like the entire sales team is needed.

3. Set a current average of sales measures

Easily accessible measures of the essential sales metrics will make forecasting much simpler. it takes the customer to express interest and how long it takes to close a deal The average value of a deal The span of the customer on-boarding process Average revival or rates, or how frequently you get business. Basically, you have to define the average span and production of your sales process.

4. Figure out your current sales

Make sure you understand what’s in your current sales, and that your CRM is accurate and up-to-date.

Importance of Sales Forecast

The forecast gives you a Suitable record Amount to prepare for Critical Situation

It’s a Helpful Planning Tool for Business

Good Performance Evaluation Tool

Download this Sales Forecast template in Excel Format

Our easy to use editable Excel templates and save your significant amount of time and effort. Here’s how to download and use one of our templates:

  1. Download this free Excel Template: Once you’ve browsed through our collection of templates and find the one that best fits your needs. Once you’ve found the template you want, click on the download button.

  2. Replace sample data with your actual data: Once the template is downloaded, open it in Excel. You’ll see that it is already set up with sample data. To start analyzing your own data, simply replace the sample data with your actual data.

  3. Customize the template: Our templates are completely editable, which means you can customize them to fit your specific needs. For example, you can change the formatting, add or remove columns, or create new charts and graphs.

  4. Use the Excel template: Once you’ve fed in your data and customized the template, you’re ready to start using it for data analysis. Use the various tools and features of Excel to analyze and visualize your data, and make informed business decisions.

  5. Save and share: Once you’ve finished working on the template, save it to your computer and share it with other members of your team or stakeholders as needed.

Click Download Button To Get Sales Forecast Excel Template

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