Q: Can I use the sales forecast template in Excel?
A: Excel, yes. Google Sheets, also yes.
Q: Can I edit the sales forecast template to make it specific for my team?
A: 100%, yes. This template was built and designed so that you can edit to fit your team. We used standard forecast categories, closed-won probabilities, and win rates. Edit to match your historical data to get most accurate results without using sales forecasting software.
Q: Who is the sales forecast template for?
A: Sales managers. Sales directors. Sales Ops.