Download Sales Forecast with Charts Template In Excel

Sales Forecast With Charts is a ready-to-use excel template that helps you forecast 3 years sales, growth rate, and profits of your products and services.

Moreover, it helps you analyze year on year forecast data and represent same in a graphical format.

The purpose of this sales projections is to know the sales of a particular product in the future in a specified market at a specific price.

Sales Forecast meaning

We have create a simple and easy Sales forecast template with charts and predefine formulas. Just enter your product-wise 3-year sales projections and compare them year on year basis.

Contents of Sales Forecast Excel Template With Charts

This template consists of 3 sheets; Sales Forecast Data Sheet, Printable Sales Forecast, and Sales Forecast Chart.

Sales Forecast Data Sheet

Enter company’s name, address, and email address. Insert the first date of Jan for the year you want to forecast.

In this sheet, there are 9 sections: Product-wise Quantity Forecast, Product Price Forecast, Growth Rate Forecast, Revenue Forecast, COGS Forecast, Margin Per Unit Forecast, Gross Profit Forecast, and Profit Percentage Forecast.

Product-wise Quantity Forecast

Enter the product name in the first three light blue cells. Thus, This will reflect the same in the whole sheet. You can also forecast unit sales of three products in this section. Insert unit sales for all three years.

Product Price Forecast

Insert  forecast product price for all 3 products for 3 years.

This section displays Average yearly price at the top.

Growth Rate Forecast

No need to enter any data in this section. It consists of predefine formulas. At top, it displays the yearly average growth rate. Calculates growth rate month by month. It compares the rate with the previous month.

Revenue Forecast

Similar to above, in this section also consists of predefined formulas. So In the first row, it displays the yearly total revenue. The formula applied here is the Total sales unit multiplies by the product prices.

COGS Forecast

COGS is cost of goods sold. Insert COGS month on month for each product for all three years. This help you define your profit margin amount per unit in the next section.

At top, it displays the yearly average COGS.

Margin Per Unit Forecast

Margin per unit is Unit price minus COGS. This is also auto-calculate as it consists of predefine formulas.

At the top, it displays yearly average margin per unit.

Gross Profit Forecast

Gross profit is profit margin per unit multiplied by product quantity sold in the respective period.  This section also consists of predefine formulas. Thus, no entry is to be made in this section.

At the top, it displays the yearly total gross profit.

Profit Percentage Forecast

This section displays the profit percentage forecast. The formula apply here is profit divided by revenue multiplied by 100.

At the top, it displays the yearly average profit percentage.

Year On Year Comparison

It compares all of the above heads for all three products with the previous year. It shows the increase or decrease compared to other products.

Sales Forecast Charts

This sheet consists of a graphical representation of the sales force Composite data for all 3 products.

It consists of following 3 sections: Product Quantity Forecast Charts, Revenue Forecast Charts, and Gross Profit Forecast Charts.

Product Quantity Charts

This sales forecast excel can be of great help to sales managers, team leaders and SME owners for 3 year’s Sales Forecast.

Download this Sales Forecast with Charts 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 with Charts Excel Template

Instruction :

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