15+ Free Sales Forecast Templates | smartsheet (2023)

In this article, you will find a wide variety of ready-made sales forecast templates available in Excel, Google Sheets, and PowerPoint formats.

You can find one on this pageSales Forecast Pattern, A12 month sales forecast template for multiple products, AExample of sales forecast presentation, and many other helpful templates.

Simple sample sales forecast template

15+ Free Sales Forecast Templates | smartsheet (1)

Download the simple sales forecast sample template

Excel|The Google Sheet|Smartsheet

This sample sales forecast template is easy to use and provides an example of a product's forecasted sales. Customize this template by using a forecasting technique to collect data, including historical sales information, economic trends, or comparisons within your industry. Enter the year, product, and unit type. Then add the number of units sold and the price per unit - the sales amount and percentage totals are calculated for each month using built-in formulas.

12 month sales forecast template for multiple products

15+ Free Sales Forecast Templates | smartsheet (2)

Download the 12-month sales forecast template for multiple products


This sales forecast template provides an estimate of future sales for multiple products in one year view, but you can customize it to plan sales for any time period. Enter the product, service, or other category name as needed. Then enter your estimated monthly sales. There's also space to add historical sales, which can help you identify trends and other information useful for future forecasting.

3 year sales forecast template

15+ Free Sales Forecast Templates | smartsheet (3)

Download 3 Year Sales Forecast Excel Template

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This customizable sales forecast template is designed to forecast sales for a 36 month period. Enter the number of units sold, unit price, and unit cost of goods sold (CoGS). Once you enter these values, built-in formulas calculate monthly and annual sales growth rate, revenue, margin, and gross profit. This template also provides year-on-year comparisons to identify the years with the highest growth rate.

5 year sales forecast template

15+ Free Sales Forecast Templates | smartsheet (4)

Download the 5 Year Sales Forecast Template

Excel|The Google Sheet

This sales forecast template is easy to use and shows the monthly and yearly sales forecast for a product at a glance. Simply enter the number of units sold and the price per unit for a product. Then the total sales and percentages are calculated automatically using ready-made formulas. This template shows the top-performing month and provides insight into sales trends and fluctuations.

Monthly sales forecast template

15+ Free Sales Forecast Templates | smartsheet (5)

Download the monthly sales forecast template

Excel|The Google Sheet

This monthly sales forecast template is customizable and shows forecasts in a monthly and yearly view. Enter the projected year above, add the total projected sales targets for new business and repeat orders for each month, then add the actual sales for comparison. The variance is calculated using built-in formulas so you can measure the accuracy of new monthly sales, product backorders, and combined totals.

Daily sales forecast template

15+ Free Sales Forecast Templates | smartsheet (6)

Download the Daily Sales Forecast Excel Template

This daily sales forecast template allows you to estimate sales forecasts for a daily or weekly time frame. Use historical sales data for the same period in previous years, and use the extra space below each week's start date to add notes, including weekly sales or holidays that affected price per unit or total sales.

Sales and budget forecast template

15+ Free Sales Forecast Templates | smartsheet (7)

Download the Sales and Budget Forecast Template

Excel|The Google Sheet

This customizable sales and budget forecast template is used to forecast monthly sales and planned expenses for a business, including advertising, insurance, payroll, and overhead. Add the estimated number of customers, average sale per customer, and average cost per sale. Then add budgets for operational, labor, and office expenses. Once you enter these values, pre-built formulas calculate total sales, gross profit, total expenses, and net profit for a 12-month period.

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Product sales and profit forecast template

15+ Free Sales Forecast Templates | smartsheet (8)

Download the Product Sales and Profit Forecast Excel Template

This sales and profit forecast template provides projected sales, operating income, and market share for a product over a five-year period. Once you enter the product data, the predicted values ​​are automatically calculated in the Output Scenario tab using built-in formulas. The results provide the projected sales and profits based on the target operating result and the target market share.

Sales forecast presentation template

15+ Free Sales Forecast Templates | smartsheet (9)

Download the Sales Forecast Presentation Template for PowerPoint

This sales forecast presentation template features visually appealing graphics that you can customize to suit your needs. Add forecast sales and growth percentages for any time period. Then add charts and historical data to see trends. This presentation template also includes a slide where you can add key insights or other relevant information to support your forecasts.

Deal based sales forecast template

15+ Free Sales Forecast Templates | smartsheet (10)

Download the deal-based sales forecast template

Excel|The Google Sheet

This sales forecast template is based on deal stage, size and probability. Enter the company name and contact information for each deal, select the deal stage and add the deal size. Once you enter the phase and magnitude, the probability and weighted prediction are automatically calculated using built-in formulas. This template also provides space to assign a sales representative, select expected completion dates, and describe any follow-up actions needed.

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Opportunity-Based Sales Forecast Template

15+ Free Sales Forecast Templates | smartsheet (11)

Download the Opportunity Based Sales Forecast Excel Template

This sales forecast template provides a weighted forecast for sales opportunities based on the likelihood of the sale. Add the opportunity name, sales stage, sales representative, region, and sales category. Then add the predicted amount and probability for each opportunity. Based on the values ​​you enter, the weighted forecast is automatically calculated using ready-made formulas and shows a visual representation of the sales forecasts on theforecast totalsAndforecast charttabs.

Sales forecast by lead stage template

15+ Free Sales Forecast Templates | smartsheet (12)

Download the Sales Forecast by Lead Stage Excel Template

This lead-driven forecast template allows you to forecast the value of each lead on a monthly basis based on historical data (such as previous sales cycle, lead conversion rates, and average unit price). When you customize the deal stages key, the deal stages use formulas to automatically update accordingly. Add contact information, key dates, and business value for each lead. Then the weighted prediction value is automatically calculated according to the closure probability that you assign to each stage in the key.

Ecommerce sales forecast template

15+ Free Sales Forecast Templates | smartsheet (13)

Download the Ecommerce Sales Forecast Template

Excel|The Google Sheet

This sales forecast template is designed to forecast future revenue for an ecommerce business over a five year period. Enter the marketing budget at the top of the template. Then enter the number of organic visits, conversion rate, average order value, and other earnings. Once you enter these values, the paid and organic visits, sales, and total earnings are automatically calculated using built-in formulas.

Retail sales forecast template

15+ Free Sales Forecast Templates | smartsheet (14)

Download the Retail Sales Forecast Template

(Video) Everything you ever wanted to know about forecasting in retail and more

Excel|The Google Sheet

This customizable retail sales forecast template forecasts total annual sales for a five-year period. Enter the estimated daily footfall, percentage of customers who enter the store and make a purchase, average sale value, and other revenue streams. Once you enter these values, the total number of customers, sales, and earnings will be calculated using pre-built formulas.

Hotel revenue forecast template

15+ Free Sales Forecast Templates | smartsheet (15)

Download the Hotel Revenue Forecast Template

Excel|The Google Sheet

This revenue forecast template forecasts a hotel's annual revenue over a five-year period. Enter the total number of rooms and days of operation in a given year, the occupancy rate and the average daily room rate, and the percentage for food and beverages, if applicable. The predicted room occupancy and total sales are automatically calculated using built-in formulas.

Bed and Breakfast (B&B) Sales Forecast Template

15+ Free Sales Forecast Templates | smartsheet (16)

Download the Bed and Breakfast (B&B) Sales Forecast Template

Excel|The Google Sheet

This sales forecast template is used to estimate total sales for a bed and breakfast (B&B) for a five year period. Enter the number of rooms available, number of open days by season, average room rates, and other earnings above. Occupancy rates, available nights and projected total sales are calculated using ready-made formulas.

Why is sales forecast important?

Running asales forecast, or Estimating Future Sales, is a valuable tool in predicting your business's short- and long-term performance. When done accurately, revenue forecasting can provide sharp insights and enable your business to make informed strategic decisions that strengthen and align with your businesssales plan.

Learn about the key steps to creating a sales forecast, along with helpful tips and examples, by reading "The last sales forecasting guide you'll ever need: how-to's and examples."

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The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time insight into work in progress with roll-up reports, dashboards, and automated workflows designed to keep your team connected and informed.

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How do you create a sales forecast spreadsheet? ›

Create a forecast
  1. In a worksheet, enter two data series that correspond to each other: ...
  2. Select both data series. ...
  3. On the Data tab, in the Forecast group, click Forecast Sheet.
  4. In the Create Forecast Worksheet box, pick either a line chart or a column chart for the visual representation of the forecast.

How do you do a simple sales forecast? ›

How to create a sales forecast
  1. List out the goods and services you sell.
  2. Estimate how much of each you expect to sell.
  3. Define the unit price or dollar value of each good or service sold.
  4. Multiply the number sold by the price.
  5. Determine how much it will cost to produce and sell each good or service.
Jun 8, 2021

How do you create a 12 month sales forecast? ›

Calculate your sales forecast

Multiply your average monthly sales rate by the number of months left in the year to calculate your projected sales revenue for the rest of the year. Add your total sales revenue so far to your projected sales revenue for the rest of the year to calculate your annual sales forecast.

What are the 4 steps in calculating projected sales? ›

Build an Actionable Sales Forecast With These 4 Steps:
  • Align the sales process with your customer's buying process.
  • Define each stage of the sales process.
  • Train your sales team.
  • Analyze the pipeline.

What is the formula for sales forecasting in Excel? ›

Excel's Forecast function is available by clicking the "Function" button in the Excel toolbar, or by typing "=FUNCTION(x,known_y's,known_x's)" in a cell. In a sales forecast, the y data are sales from previous time periods and the x data are a factor influencing sales in each time period.

What is the best forecasting method for sales? ›

Multivariable Analysis Forecasting

Incorporating various factors from other forecasting techniques like sales cycle length, individual rep performance, and opportunity stage probability, Multivariable Analysis is the most sophisticated and accurate forecasting method.

What are the 4 basic forecasting method? ›

While there are a wide range of frequently used quantitative budget forecasting tools, in this article we focus on four main methods: (1) straight-line, (2) moving average, (3) simple linear regression and (4) multiple linear regression.

How do you forecast sales manually? ›

The formula is: sales forecast = estimated amount of customers x average value of customer purchases. New business approach: This method is for new businesses and small startups that don't have any historical data. It uses sales forecasts of a similar business that sells similar products.

What are the five 5 steps of forecasting? ›

  • Step 1: Problem definition.
  • Step 2: Gathering information.
  • Step 3: Preliminary exploratory analysis.
  • Step 4: Choosing and fitting models.
  • Step 5: Using and evaluating a forecasting model.

What are the three main sales forecasting techniques? ›

There are three basic types—qualitative techniques, time series analysis and projection, and causal models.

What is a 12 month rolling forecast? ›

What is a rolling forecast? Rolling forecasts allow for continuous planning with a constant number of periods. For example, if your forecast period lasts for 12 months, as each month ends another month will be added. This way, you are always forecasting 12 months into the future.

What is a sales forecast table? ›

A sales forecast is a report that expresses expected sales and revenue over a set period of time, often by month or by quarter. When done right, sales forecasting helps businesses allocate resources, estimate costs, and predict whether they'll reach short and long-term business goals.

What is the forecasting formula? ›

=FORECAST(x, known_y's, known_x's)

The FORECAST function uses the following arguments: X (required argument) – This is a numeric x-value for which we want to forecast a new y-value. Known_y's (required argument) – The dependent array or range of data.

What is an example of sales projection? ›

Historical forecasting is a method of creating projections based on past data. For example, a company looked at their historical data for the last three years and found that sales have increased by 20% each year. Based on this information, they projected that sales would increase by 20% this year.

How do you create a forecast? ›

You'll learn how to think about the critical steps in establishing your forecast, including:
  1. Start with the goals of your forecast.
  2. Understand your average sales cycle.
  3. Getting buy-in is critical to your forecast.
  4. Formalize your sales process.
  5. Look at historical data.
  6. Establish seasonality.
Feb 26, 2020

What are the two types of sales forecasting? ›

In general, there are two types of sales forecasting methodologies: bottom-up forecasts and top-down forecasts. Bottom-up forecasts start by projecting the amounts of units a company will sell, then multiplying that number by the average cost per unit.

Which is the #1 rule of forecasting? ›

The first law of forecasting is that forecasts are always wrong. The important thing is to understand how wrong the forecast is, and how to improve the accuracy to a point where realistic planning can be achieved.

What is the most simplest type of forecasting? ›

Passive demand forecasting is the simplest type. In this model, you use sales data from the past to predict the future. You should use data from the same season to project sales in the future, so you compare apples to apples.

What are the two 2 main approaches to forecasting? ›

There are two general approaches to forecasting, just as there are two ways to tackle all decision modeling. One is a quantitative analysis; the other is a qualitative approach. Quantitative forecasts use a variety of mathematical models that rely on historical data and/or associative variables to forecast demand.

What are examples of forecasting? ›

These models are highly reliant on expert opinions and are most beneficial in the short term. Examples of qualitative forecasting models include interviews, on-site visits, market research, polls, and surveys that may apply the Delphi method (which relies on aggregated expert opinions).

What is the most difficult part of forecasting? ›

Step 1: Problem definition. Often this is the most difficult part of forecasting. Defining the problem carefully requires an understanding of the way the forecasts will be used, who requires the forecasts, and how the forecasting function fits within the organisation requiring the forecasts.

What are the three elements of a good forecast? ›

List the elements of a good forecast. -The forecast should be timely. -The forecast should be accurate. -The forecast should be reliable.

What are the 3 most important components of forecasting? ›

Elements of Forecasting:
  • James W. Redfield has summarized the essential elements as follows:
  • Developing the ground work:
  • Estimating future business:
  • Comparing actual with estimated results:
  • Refining the Forecast Process:

What are the 4 sales strategies? ›

The four basic sales strategies salespeople use are script-based selling, needs-satisfaction selling, consultative selling, and strategic-partner selling. Different strategies can be used with in different types of relationships.

What are the 5 sales strategies? ›

5 Sales Strategies for Businesses
  • Define your buyer.
  • Tell a story.
  • Target a niche market.
  • Sell your brand.
  • Focus on internal growth.

What are the 5 sales techniques? ›

Here are five selling techniques every salesperson should master.
  • Active Listening. One of the reasons that prospective clients are so wary of salespeople is because they anticipate a pushy demeanor and pressure to purchase a client. ...
  • Warm Calls. ...
  • Features & Benefits. ...
  • Needs & Solutions. ...
  • Social Selling.
Nov 11, 2016

What is 18 month rolling forecast? ›

A rolling forecast simply means that each quarter or month, a company projects four to six quarters or twelve to eighteen months ahead. This allows executives and key decision makers to see both a financial and operational vision of the future.

How do I calculate rolling 12 months in Excel? ›

Automatic Rolling Months in Excel
  1. Step 1: Enter the first date of the series in a cell. ...
  2. Step 2: Select all of the cells where you want the series to be inserted. ...
  3. Step 3: Then, in the Editing Section of the Excel Toolbar, select Home>Fill. ...
  4. Step 4: Select Series from the available options:
  5. Step 6: Finally, click on OK.
Oct 16, 2022

What is a 6 plus 6 budget forecast? ›

The most common in my practice is a 6+6 budget; that is, create a new budget that shows six months of actuals and six months of forecasts. If expectations built into the budget aren't materializing, then it's time to recalibrate.

Which chart to use for forecasting? ›

A line chart is, therefore, the best chart to show trends over time. It shows trends and data variables clearly. Besides, a line graph assists readers with making predictions for the future.

Can QuickBooks forecast sales? ›

Create a forecast

If you use QuickBooks Desktop Premier, Accountant, or Enterprise, you can also create forecasts to predict future revenue and cash flow. You can create a financial forecast from scratch, or from last year's data. Go to the Company menu and hover over Planning & Budgeting. Then select Set Up Forecast.

How do I create a sales worksheet in Excel? ›

Highlight ALL the data within the chart (title, days, sales reps, figures etc.). Click the INSERT tab from the header menu. From the drop-down bar select CHARTS – INSERT COLUMN CHARTS and then CLUSTERED COLUMN.

What is an example of a sales forecast? ›

If the size of a market is $500 million, for example, a company may estimate they can win 10% of that market, making their sales forecast $50 million for the year.

How do I create a sales report chart in Excel? ›

Create a chart
  1. Select the data for which you want to create a chart.
  2. Click INSERT > Recommended Charts.
  3. On the Recommended Charts tab, scroll through the list of charts that Excel recommends for your data, and click any chart to see how your data will look. ...
  4. When you find the chart you like, click it > OK.

Does Google sheets have forecast sheet? ›

The FORECAST function in Google Sheets predicts future values using linear regression to determine the linear relation between value series and timeline series. Regression is used to predict values, simple market trends, inventory requirements, and sales growth.

Where can I get free Excel templates? ›

Free Excel for the web templates on Office.com
  • Go to Office.com.
  • Click Templates at the top of the page.
  • On the Templates page, click Excel. ...
  • Click the template you want, click Edit in Browser, sign in if prompted, and then click Continue.

How do you keep track of sales in sheets? ›

How to Track Sales in Google Sheets With Your Own Sales Dashboard?
  1. Duplicate the input tab. Make as many duplicates of the input tab as you need, usually one per sales rep or sales team. ...
  2. Build the Dashboard tab. ...
  3. Add formulas and visualizations. ...
  4. Share your dashboard.
Sep 6, 2022

How do I organize sales data in Excel? ›

Sort by more than one column or row
  1. Select any cell in the data range.
  2. On the Data tab, in the Sort & Filter group, click Sort.
  3. In the Sort dialog box, under Column, in the Sort by box, select the first column that you want to sort.
  4. Under Sort On, select the type of sort. ...
  5. Under Order, select how you want to sort.

What is the forecast formula? ›

The forecast formula is used to predict or calculate a future value which is based on the past data in financial modeling. It uses linear regression to predict the value. This is one of the Statistical in-built Function. It can be used as a worksheet function as well in a formula with other function.

What graph is best for sales data? ›

Bar charts are the most popular type of data visualization tool because they're simple and easy to interpret. They're used to compare quantities within related categories, such as the number of sales across years or customers by age.

Which chart is best for sales? ›

Use the right chart type

For example, bar charts are best if you are looking to compare sales for different periods, while line charts are best if you want to show trends over time.

Can Excel automatically generate reports? ›

The automation of reporting in Excel is achieved by working properly with an input table, code lists and an interactive report generated automatically from a simple database in the background.. The result is: Error-free, controlled data entry, facilitated by mandatory fields with centralized code list.

How accurate is Excel FORECAST sheet? ›

Excel's default confidence interval for forecast sheets is 95%. This means that Excel is 95% sure that the forecast value will lie between these predicted lower & upper bounds.

What model does Excel FORECAST sheet use? ›

Exponential smoothing forecasting in Excel is based on the AAA version (additive error, additive trend and additive seasonality) of the Exponential Triple Smoothing (ETS) algorithm, which smoothes out minor deviations in past data trends by detecting seasonality patterns and confidence intervals.

How do you do a linear FORECAST in Google Sheets? ›

The syntax of FORECAST. LINEAR in Google Sheets is as follows: =FORECAST. LINEAR(y_values,x_values,intercept) where y_values is the array of data points for which you want to predict a linear trend, x_values is the array of corresponding x-values, and intercept is the desired y-intercept for the trend line.


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