15 Free Sales Forecast Templates

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Allow me to share with you these 15 Free Sales Forecast Templates in MS Word and PDF format to help draft your own Free Sales Forecast Templates. You can also download our Case Brief Templates and Business Case Templates.

A sales forecast is an important component of your overall management framework. It enables you to accurately figure out your estimated sales volume (new clients, sales, etc.) for a certain period. It’s generated by examining your past sales statistics, patterns of past performance, and the current market reaction to your offerings. If used correctly, it can be one of the most powerful tools available to business owners.

How to Create a Sales Forecast Template?

For many companies, preparing a sales forecast can be a lengthy process requiring many weeks of analysis by a team of people. There are two common methods of preparing a sales forecast, either manually or using sales forecast templates. Using the wrong method could result in inaccurate predictions and a lot of wasted time. So, if you’re using Microsoft Excel to prepare your sales forecast, here are a few tips on how to make sure you’re doing things right.

Select the Data:

The first step is to carefully select the data that you’ll use in the report. This includes sales figures from your last three financial years as well as your anticipated new customers. While you may think about these items in the past, most people don’t keep up with this kind of detailed information over the long term. So, you need to have good, up-to-date figures to get an accurate estimate. If you can’t find this data, then you’ll have to use sales forecasting templates to generate your estimates from scratch.

Consider the Type of Customer:

Don’t rely just on your historical sales data alone; consider the type of customer you have today as well. Some kinds of clients tend to bounce more than others. You might want to look at forecasts for other types of customers as well. You should also make sure that your sales forecasting template is flexible enough to accommodate any significant variation in the type of forecasts you’re providing.

Add a Line Chart:

One thing you must have in your sales forecasting template is a line chart of the forecasted value of your deals over time. This includes the annual sales rate, the close rate, the average price per unit throughout the sales stage, and a range that represents the uncertainty of each estimate. The closer your estimated value gets to the true value of the deal over time, the closer your forecasts become to the true closing price. You can use the standard deviation to help determine which estimates are the closest to the true closing price and set your closing rates accordingly.

Include the Expected Results:

You should also be sure that the estimated sales forecast covers the full range of possible outcomes. For example, you shouldn’t expect to include the results of a single special offer or the impact of a competitor’s pricing strategy on your sales forecasts. Instead, you should include as many possible outcomes as possible, including the amount of money the offer may bring in, the number of customers it will benefit from, how long it will take to close the deal, and any additional fees that may be involved. Using reliable sales forecasting software makes this much easier to do.

Develop Realistic Revenue:

You also want to make sure your estimates are consistent. This can be done by using the right tools to track revenue growth, the impact of marketing efforts, the effectiveness of customer service, and overall spending patterns. Salespeople need to know what is happening with their sales to be able to plan for these things in future years. Without having the right data, they may not be able to develop realistic revenue forecasts for the next few quarters or even for the next year. By tracking the data that you have, you can more easily establish how to best support new business and grow your revenue in the future.

As your sales manager, you don’t have to rely on sales forecasting templates to generate these reports. You can also choose to work with vendors that have their own CRM or ERP system. But using pre-made templates from proven companies, such as Abert, allows your sales manager to generate an accurate report quickly and easily. Not only does this make the sales process easier, but it also helps to create a better working environment for everyone.

15 Free Sales Forecast Templates:

 

sales forecast template 01

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sales forecast template 02

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sales forecast template 03

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sales forecast template 04

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sales forecast template 05

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sales forecast template 06

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sales forecast template 07

Please click the download button for this Sales Forecast Template 07 below,

 

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sales forecast template 08

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sales forecast template 09

Please click the download button for this Sales Forecast Template 09 below,

 

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sales forecast template 10

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sales forecast template 11

Please click the download button for this Sales Forecast Template 11 below,

 

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sales forecast template 12

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sales forecast template 13

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sales forecast template 14

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sales forecast template 15

Please click the download button for this Sales Forecast Template 15 below,

 

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