The Sales Forecast Template
For Sales Managers (Excel)

Stab-in-the-dark forecasting? Committed deals pushing out? Low quota attainment? Use this sales forecast template (we built it in Excel) to start forecasting with accuracy, identifying gaps in your pipeline, ensuring your team hits their number.

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WHAT YOU’LL LEARN

ROLL UP FORECAST

Use this Excel template to calculate your roll up forecast number using rep commits and information from pipeline reviews

FIND PIPELINE GAPS

Measure pipeline health and uncover spots where low pipeline coverage may hurt your forecast

DISCOVER MISSING PIPELINE

Get the truth about how much pipeline your reps still need to get to hit your number

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HOW TO USE THE SALES
FORECAST TEMPLATE

  • FILL-IN THE BLANKS SALES FORECAST TEMPLATE:
    We did boring (yet critical) setup work leaving you with a few cells to input your team-specific numbers. Premade formulas make it super simple to see forecast data in minutes.
  • SEE IT ALL:
    Weekly Forecast, Total Pipeline Coverage, Weighted Pipeline Coverage, Pipeline Calculator, and more. You want reports, this Excel template has ‘em.
  • EXPANDABLE & CUSTOMIZABLE:
    From 2 sales reps to 20, this sales forecast template is completely expandable and customizable to fit all sized teams.
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What’s included in
this template

  • Weekly Forecast: View your roll up forecast number — commits from your reps and your estimate of how they'll perform
  • Weekly Total Pipeline Coverage: Review gaps in your pipeline that impact your forecast and increase chances you’ll finish below target.
  • Weighted Pipeline Calculator: Break down pipeline by stage to highlight pipeline hygiene and forecast accuracy.
GET THE TEMPLATE

GET THE SALES FORECAST TEMPLATE

Superhuman forecast accuracy. All in Excel.

FAQ

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.