Simple Sales Forecast Template
Download a Simple Sales Forecast Template for
Excel
|
Adobe PDF
| Google Sheets
When to Use This Template: You can use this simple sales forecast template to quickly outline sales expectations without complex metrics. The template is well-suited for early-stage planning, freelancers, or small teams validating basic revenue assumptions.
Notable Template Features: This template includes clear, easy-to-use fields for recording the product or service, unit sales, the price per unit, and total revenue. You can use the built-in row labeled Annual Total to consolidate monthly figures and gain a snapshot of yearly projections.
The Smartsheet sales forecast template offers enhanced collaboration features, including the ability to add comments, attach files, and set automated reminders for key milestones.
12-Month Sales Forecast Template
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Excel
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When to Use This Template: This 12-month sales forecast template helps you identify seasonal patterns over the course of a full year.
Notable Template Features: This template includes monthly columns for units sold, price per unit, and total revenue, along with annual totals per product. You can use the built-in formulas to calculate revenue based on quantity and price, and the organized month-by-month layout simplifies long-term forecasting.
The Smartsheet 12-month sales forecast template adds collaborative functionality, allowing users to leave comments, attach files to monthly entries, and initiate alerts when thresholds are met or changes occur.
Restaurant Sales Forecast Template
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Excel
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When to Use This Template: This restaurant sales forecast template is designed to help restaurants estimate monthly revenue, costs, and profitability over a fiscal year. You can also use it to track expenses, cost of goods sold, and net profit across operating periods.
Notable Template Features: This template includes monthly fields for gross profit, total expenses, net operating income, cost of goods sold, and net profit after taxes, along with automatic quarterly and yearly rollups. Additional sections provide insights into profit margins, discounts, and key financial ratios.
Explore the fundamentals of forecasting, compare methods, and learn how to project future sales with this comprehensive sales forecasting guide.
Monthly Sales Forecast Template
Download a Monthly Sales Forecast Template for
Excel
| Google Sheets
When to Use This Template: Product-based businesses can use this monthly sales forecast template to model price, volume, and performance across multiple time periods. The template helps you estimate unit sales and revenue by product across each month of the year.
Notable Template Features: On this template, you have room to record product name, price per unit, units sold, and total revenue on monthly columns spanning multiple years. Built-in formulas automatically calculate monthly and yearly totals to help assess product performance and seasonal trends.
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Quarterly Sales Forecast Template
Download a Quarterly Sales Forecast Template for
Excel
| Google Sheets
When to Use This Template: Businesses can use this quarterly sales forecast template to align projections with quarterly financial reviews, board presentations, or investor updates. It helps you identify patterns across three-month sales periods, smoothing out short-term volatility for clearer trend analysis.
Notable Template Features: This template includes separate tabs for each quarter (Q1–Q4), with fields for product name, price per unit, units sold, and total revenue. On each quarterly sheet, you’ll find a structured three-month sales forecast and summary rows to calculate revenue by product and by quarter.
SaaS Sales Forecast Template
Download a SaaS Sales Forecast Template for
Excel
| Google Sheets
When to Use This Template: Tailored for software-as-a-service (SaaS) businesses that rely on subscriptions, this SaaS sales forecast template models growth through customer retention and recurring revenue. Startups and mature SaaS firms alike can use it to plan and evaluate monthly recurring revenue (MRR) and churn dynamics.
Notable Template Features: This template includes Monthly Recurring Revenue (MRR), Churn Rate, Customer Acquisition Cost (CAC), and Lifetime Value (LTV) fields with built-in formulas. You’ll also find subscription tier breakdowns and net revenue retention analysis.
Visualize and track sales opportunities from lead to close with this curated collection of sales pipeline templates, perfect for managing reps and forecasting revenue.
Opportunity-Based Sales Forecast Template
Download an Opportunity-Based Sales Forecast Template for
Excel
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When to Use This Template: This template is a solid option for sales teams that track individual deals through a CRM and forecast short-term revenue potential based on sales phase and probability of closing.
Notable Template Features: On this template, you can find fields labeled Opportunity Name, Sales Phase, Sales Rep, Sales Region, Sales Category, Forecast Amount, Probability of Sale %, Month of Projected Close, and Weighted Forecast Amount for your forecasting needs. A monthly weighted forecast revenue chart illustrates expected income trends based on evolving pipeline dynamics.
Daily Sales Forecast Template
Download a Daily Sales Forecast Template for
Excel
| Google Sheets
When to Use This Template: The daily sales forecast template provides a detailed breakdown of sales by weekday across multiple weeks, enabling you to manage short-term revenue projections and track product performance over time.
Notable Template Features: This template includes fields where you can record the week start date, the product, the price per unit, the number of units sold, the total, and the unit type. You’ll also find daily columns covering Monday through Sunday, with a weekly column for totals. The format supports multiweek comparisons and varying price points across different products or promotions.
Retail Sales Forecast Template
Download Retail Sales Forecast Template
Excel
| Google Sheets
When to Use This Template: You can use this template for physical retail locations to project retail revenue based on estimated foot traffic and customer conversion rates and model multiyear sales performance.
Notable Template Features: With this template, you can record operating days, approximate footfall outside the store per day, percentage of footfall entering the store, total customers per day, and other revenue. Year-by-year columns help you calculate projections through five years.
Startup Sales Forecast Template
Download a Startup Sales Forecast Template for
Excel
| Google Sheets
When to Use This Template: This startup sales forecast template is designed for new businesses that want to estimate sales growth based on marketing efforts, traffic, and conversion rates. Startups that haven’t yet — or have just — begun to generate revenue can use it to create a multiyear, big-picture forecast.
Notable Template Features: On this template, you’ll see input fields called Marketing Budget, Cost per Click, Paid and Organic Traffic, and Conversion Rate, and you can use it to calculate total sales across five years. The simplified structure helps founders estimate customer acquisition volume and future revenue.
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Small Business Sales Forecast Template
Download a Small Business Sales Forecast Template for
Excel
| Google Sheets
When to Use This Template: Business owners can use this small business sales forecast template to map out future income by projecting monthly revenue, which supports budgeting, strategic planning, and funding requests.
Notable Template Features: This template includes columns for noting the product or service, monthly sales estimates, and annual revenue summary, plus a Notes section for context or assumptions. With its clean structure, you can easily present projections to stakeholders or align internal goals.
Sales and Budget Forecast Template
Download a Sales and Budget Forecast Template for
Excel
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Adobe PDF
| Google Sheets
When to Use This Template: Use this sales and budget forecast template when you need to assess projected profitability by comparing sales against expenses. Businesses that want to align revenue goals with financial planning can benefit from using this template.
Notable Template Features: On this template, you’ll find sections labeled Sales Forecast, Cost of Goods Sold (COGS), Operating Expenses, and Net Profit, all laid out in a monthly format. Use the built-in formulas to calculate totals and profit margins automatically as you adjust inputs.
Why Is Sales Forecasting Important?
Sales forecasting is important because it helps businesses predict future revenue. They can use this data for budgeting, staffing, inventory, and growth decisions. By estimating upcoming sales, companies can reduce risk, align strategies, and stay ahead of market fluctuations.
Accurate sales forecasts help business leaders estimate demand and allocate resources effectively, avoiding overproduction or missed opportunities. Whether you’re managing inventory for a retail store or staffing for a seasonal service, forecasting gives you the clarity to plan ahead and remain agile. It also supports smoother cash flow management, allowing companies to anticipate when to tighten spending or invest in expansion.
In sales team management, forecasting is a key tool for setting realistic targets and measuring performance. Managers can use forecast data to monitor pipeline health, assess the productivity of sales representatives, and evaluate how specific regions or products are contributing to revenue. This performance insight strengthens accountability and guides coaching or territory adjustments.
Additionally, forecasts play a major role in stakeholder confidence. Investors, board members, and financial institutions often rely on well-prepared sales forecasts to gauge a company’s future prospects. Whether you’re seeking funding or reporting to leadership, a data-driven forecast builds credibility and supports strategic conversations.
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Use Smartsheet to build a strong opportunity pipeline, reduce risks, identify blockers, and refine your sales forecast. Improve transparency of process and procedure, optimize operations with cross-department collaborations, and accelerate team output. Try Smartsheet for free, today.