Sales forecast template (free)

What’s inside the Sales Forecast.

Real content in every part, ready to rewrite with your own.

1Forecast: six reps and the service team by month, April to October closed and November to March from the weighted pipeline, with FY total, target, attainment, status and gap for each, the phased company target and cumulative lines
2Five tiles (target, closed, forecast, projected year, gap), the forecast call (needed, commit, best case, weighted, service) and cumulative sales against target drawn in cells
3Pipeline: 22 open deals with rep, product, stage, probability from the stage table, value in rupees, weighted value, close date and forecast category, and each deal's weighted value in its close month
4Roll-ups by stage, by close month and by category, with the stage probabilities you can change

When to use it.

Sales Forecast is a two-tab spreadsheet for sales managers and founders forecasting the year month by month. The Forecast tab lists each rep with closed sales for the months gone and a forecast for the months ahead taken from the weighted pipeline, then compares each rep and the team with an annual target and flags who is ahead, close or behind. The phased target, cumulative position, a chart and the forecast call (commit, best case, weighted) show whether the year will land. The Pipeline tab holds every open deal with its stage, probability, value and close date.

Made for

Agency and studio owners
Business development leads
Consultants and freelancers
Founders selling services

Make it yours in four steps.

Open it in Spreadsheets and work through it, or let Docsiv AI do the first pass with your details.

Step 1
Put your reps, regions and annual targets on the Forecast tab, and set the target phasing for each month.
Step 2
Type each month's closed sales as it ends.
Step 3
List your open deals on the Pipeline tab with their stage, value and close date; the forecast months fill in by themselves.
Step 4
Set your own probability for each stage in the stage table, and review the forecast call with your team every month.

Start from the Sales Forecast now.

Questions about this template.

Something else on your mind? Ask us in the chat, bottom right of the page.

Is the Sales Forecast template free?

Yes. Create a free account and it opens in Docsiv's Spreadsheets app, ready to edit and share. The Free plan includes every Docsiv app and 500 AI credits a month.

Can I change the colours, fonts and text?

Yes, all of it. The template uses Roboto with #0b4f4a, #d9801a, #fdf1e2, #dff1e2, #fbe3dc, #fff8db, and you can change any of them, rewrite every word and add or remove rows and columns.

What can I export it as?

Spreadsheets in Docsiv offers: XLSX, CSV and PDF exports. Once it's saved, you can also share it with a link.

Can Docsiv AI write the sales forecast for me?

Yes. Tell Docsiv AI about the client or project and it can draft the content in this template's style, which you then review and edit. AI uses credits; the Free plan includes 500 a month.

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