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Free Sales Forecasting Templates. Try Smartsheet for Free. By Kate Eby | December 4, 2019. In this article, you’ll find a wide range of pre-built sales forecast templates, available in Excel, Google Sheets, and PowerPoint formats.
Included on this page, you'll find details on more than 20 sales forecasting techniques, information regarding how to forecast sales for new businesses and products, a step-by-step guide on how to forecast sales, and a free sales forecast template.
Learn the importance of sales forecasting and how to better manage your sales pipeline and business goals with free, downloadable templates for Excel and Word. Find sales email templates, a sales funnel, an action plan, and more.
Create a daily sales report with a dashboard format to get a visual snapshot of your sales KPIs. Enter your daily sales data for one month, including revenue, number of customers, and average order value.
This tool allows you to respond quickly to market shifts and plan effectively for the business's crucial first year. Download free sales forecasting templates to help your business predict future sales, enabling better inventory management, resource planning, and decision-making.
On this page, you’ll find a weekly sales activity report template, a simple daily sales report, a sales call report template, and multiple other spreadsheet, dashboard, and document templates, including forms for monthly, quarterly, and annual sales reporting.
This sales forecast report shows daily, weekly, and monthly projected sales totals for a single product, an individual sales rep, a sales event, or your small business as a whole. Choose any start date, and use previous sales data to estimate weekly sales.
This simple cash flow forecast template provides a scannable view of your company’s projected cash flow. Sections include beginning and ending cash balances, cash sources, cash uses, and cash changes during the month.
List the type of sales activity, completed or projected sales amounts, and associated costs, and the template will automatically calculate revenue for each item and display total amounts. Add or remove columns to create a custom sales report template for your business.
A sales pipeline template provides a visual representation of all stages in your sales process, from prospective customers to closing dates. The template allows you to optimize your time with clients, minimize loss, and maximize revenue.