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Sales Forecasting
Excel Template

The Sales Forecasting Excel Template is designed to help you forecast sales of your products and services. Simply, input historical data and key forecasts like Growth Rate, Year over Year Change and Gross Profit will be automatically calculated and visually displayed in the Dashboard sheet.
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What's Inside the Sales Forecasting Template?

Details | 4 Sheets 

Supported Versions | Excel 2010, 2013, 2016, 2019, Office 365 (Mac)


Tags | Business Model, KPI, Recurring Revenue, Subscribers, Startups

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Inside Our Sales Forecast

Excel Template

The Dashboard sheet of the Sales Forecasting Excel Template displays graphs of your units sold, revenue, gross profits and growth rate.

Sales Forecasting is a business practice for predicting future sales. This has become a crucial technique for managers who want to be able to make informed decisions on hiring, prospecting, budgeting, overhead, inventory and other aspects of running a business.

Our Sales Forecasting Excel Template is geared towards companies forecasting sales of products and services.

If you find this template helpful, you’ll also love other finance and management templates like our Cash Flow PlanningBusiness ValuationBalanced ScorecardProfitability Analysis and Variance Analysis templates. Each of these templates help you calculate and understand your business betters through automated formulas and visually compelling dashboards. 

To start, click on the Settings tab and choose whether you want 2 or 3 years of projections and the total number of products you’d like to forecast. You can choose up to 25 products.

Navigate over to the Sales Forecast sheet. List the name of your products starting in cell M7. All mentions of that product will automatically update in the rest of the sheet. In cell P4, set the date for which you want the Forecast Start Date.

Staying in the Sales Forecast sheet, input the Units Sold for each product. Below that table, input the Unit Price for each product. Enter the first year’s sales growth rate for each product in the ‘Sales Growth Rate’ table. Lastly, enter the Unit COGS for each product. 

For the second and third year projections, you’ll need to enter the Unit Price, Project Sales Growth Percentage, and Unit COGS for each item.

In the Sales Forecast sheet, input historical data by month for each category you want a sales forecast.
Input the number of products and years you would like to project in the Settings sheet.

In the far right column, a Year-to-Year comparison will automatically generate. It will calculate the percentage change over Year 1 to Year 2 or Year 3 for Units Sold, Unit Price, Sales Growth Rate, Revenue, Total Gross Profit, Unit COGS and Total Gross Profit.

Move over to the Dashboard sheet and your numbers will come to life in the form of graphs.

If the numbers didn’t make it obvious, the graphs will. They will showcase trends, dips and surges among forecasted numbers. 

By understanding these KPIs, you’re able to put your business in the best position to succeed.

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