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.
Calculate your weekly roll-up forecast for each sales rep based on their commits and information from your pipeline review.
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.
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.
We did all the heavy lifting, so you don’t have to. Simply input sales figures for each rep, and the table will forecast revenue in seconds.
Track performance for all sales reps and see how they’re progressing towards their targets. See weekly forecasts, pipeline coverage, and more — all from one place.
Track your weekly pipeline and find missing gaps. Determine exactly how many more potential customers in your pipeline you need to hit your quarterly quota based on your average win rate.
Whether you manage 5 or 15 sales reps, you can customize this revenue forecast template to track weekly forecast figures for your entire team. The formulas are already in place, so you don’t have to create them from scratch.
Maintaining a “clean” pipeline ensures your reps aren’t wasting time on unqualified leads. Get a complete breakdown of your pipeline by stage to highlight pipeline hygiene.
Are your sales reps delivering against their commits? Use our sales forecast template to track commits for each rep and see their actual numbers at the end of the quarter.
Track average win rates for each rep to gauge their overall performance and accurately forecast expected bookings based on their pipeline.
Identify gaps in your sales pipeline that may impact your revenue forecast. Plus, learn how much pipeline coverage you should have to meet your quota.
Some deals can take weeks or even longer to close. See exactly how much of your pipeline is still in its early stages, so you can plan accordingly.
Do your reps have enough pipeline coverage to hit their targets? Track open opportunities and see a sum of expected revenue for the quarter.
Your sales goals are almost in sight. Use the Needed Pipeline Calculator to find out exactly how much your reps should have in their pipeline to meet their quotas.
Use these templates to forecast revenue based on your pipeline and hold your sales reps accountable to meet their targets.
Ready-to-use templates for Excel and Google Sheets.
Q: What revenue forecast templates are included?
A: Download the templates now and you’ll get:
Q: Who are these revenue forecast templates for?
A: Here’s who can benefit from these templates:
Q: What format are these revenue forecast templates sent in?
A: You’ll be able to use these templates in Excel and Google Sheets.
Q: How do you make a good revenue forecast?
A: An accurate sales forecast enables you to allocate resources and manage cash flow. Here are some tips to improve your sales forecasting:
Q: How do you calculate total revenue forecasts?
A: One method to forecast future sales is opportunity stage forecasting. Multiply the value of deals in a stage within the sales cycle by its average close rate. For example, if $100,000 worth of deals are marked as “Best Case” (with a win probability of 40%), you can expect to bring in about $40,000.
Q: What is revenue forecasting software?
A: A sales forecasting tool enables you to make accurate sales projections based on the value of your pipeline and the likelihood of each deal to close.
Q: Need more sales forecasting tips?
A: Here are some additional resources to help you forecast like a pro: