TEMPLATE

THE REVENUE FORECAST TEMPLATE

Committed deals slipping? Swing deals closed lost? End of quarter surprises? Use this revenue forecast template to forecast revenue with pinpoint accuracy, identify gaps in your sales pipeline, and maximize your win rates.

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Roll-up your weekly forecast

Calculate your weekly roll-up forecast for each sales rep based on their commits and information from your pipeline review.

Measure sales performance

Measure performance for each rep — see who’s exceeding their sales goals and who’s falling short. Then use the insights to adjust your sales strategy.

Calculate needed pipeline

Falling behind your sales targets? Use this template to find out exactly how much pipeline your reps need to hit your quota based on average win rates over a period of time.

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