Free Sales Forecast Template
Keep track of your expected revenue with a sales forecast template
Create sales funnel stages, record incoming revenue, deal closing probability & more.
How do I use the sales funnel to forecast sales?
This template, built by a team of sales experts, lays out a standard sales funnel to forecast your revenue for you.
But everyone’s sales process and thus the forecast is different. That’s why you can add/remove custom stages in the ‘Settings & Instructions’ sheet. There you can add/remove team members, set targets, set probabilities, set close dates and set a custom # of days after which you’ll be reminded to follow up with a lead.
Add your sales leads to the ‘Sales Funnel’ sheet, select the stage they’re in, add size of the deal, set the probability of closing the deal, and the creation and expected close date. You can also add other data like the sales rep working on the deal, the next step etc.
Feel free to add/remove columns from the 'Sales Funnel' sheet.
Based on the data you input in the ‘Sales Funnel’ and ‘Settings & Instructions’ sheet, the ‘Sales Forecast’ sheet is updated automatically. This forecasts your revenue, tells you how well your sales reps are doing, what your conversion rates are, your revenue during certain time frame and more.
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Elliott Porter
Weblake Interactive Ltd.
'Salesflare reminded me to chase up a warm lead and I won the deal. I'd forgotten about the proposal I had submitted due to being so busy!'
Forecast your revenue, manage your leads, set goals & improve your sales process without spending any money. Available for Excel and Google Sheets - for free.
Keep track of your expected forecast by measuring your sales funnel.
Track quarterly (or other timeframe of your choice) forecasted revenue, active sales reps, conversion rates & more - updated automatically.
Customize forecast factors
Calculate forecast
Track sales forecast metrics
How Salesflare helps you :
- Email and web tracking
Get the full picture of how leads and customers
are interacting with your company.
- Relationships
Easily see who your colleagues already know
- and who they know best.
- Lead scoring/hotness alerts
Identify and prioritize your leads with hotness alerts.
- Bulk emails
Send personalized follow-up emails at scale.
- Everything in one place
Address book, communication timeline, tasks, files, pipelines and more.
- Visual pipeline
A clear, customizable view of your sales funnel.
- Tasks & task suggestions
Never drop the ball on a lead again.
- Team sharing
Collaborate with your team flawlessly.
- Custom fields
Keep track of all of the customer data you can imagine.
- Search
Find everything you need instantly.
- Live notifications
Get up-to-date notifications whenever, wherever, on any device.
- Insights dashboard
Master the numbers.
1. Organize
Get a CRM that puts you in control.
2. Communicate
Never miss a beat with your customers again.
- Automated address book
Fully automate your contact and company info
- stop manual entry of contact and company data.
- Automated timelines
Your timelines are synced with your email, calendar meetings
and phone call history.
- Automated file repository
Keep handy document folders for your customers effortlessly.
- Timeline with Twitter updates
Always have the latest news on your customers handy through their social profiles.
- Send automated emails based on triggers
Automate your email follow-up based on triggers that you can directly set up in the CRM.
3. Automate
Do less robot work, have more human interaction.
- Email sidebars for Gmail & Outlook
Use Salesflare without leaving your email inbox.
- Mobile app for iPhone & Android
Finally, a CRM app that offers full functionality from your phone.
- REST API
It’s simple: Salesflare’s API can be connected to any other app.
- 1000+ integrations
Salesflare offers native integrations and access to 1000+ app
integrations through Zapier, PieSync and Blendr as well as
natively.
4. Integrate
Let this CRM give you superpowers.
Boris Agranovich
Global Risk Community
'Improved my bottom line by providing a clear system to work with prospects.'
Tamay Shannon
W2S Marketing
'The "You haven't responded to this email" notification. All the little cracks that people fall through are sealed up.'
Simon Lovegrove
Lovegrove Service Ltd.
'Improved my mood as I could see the wins. Alerted me to a lack of early-stage opportunities.'
Randall Snyder
Lyndhurst Partners
'Everyday that I don't have to manually enter information into the system, Salesflare makes a difference for me!'
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What is a sales forecast?
A sales forecast is an estimation of sales revenue within a certain timeframe . A typical sales forecast is dependent on your sales funnel. The funnel consists of stages, opportunity values, probabilities of closing the deal, close dates, weighted forecasts and so on.
When you visualize your sales forecast in this template, you can use your projections to adjust your current sales process, allocate resources, and set targets. While tracking your sales forecast, you can implement strategies and tools to better qualify your leads and improve each phase of your sales process.
Why do I need a sales forecast?
How this sales forecast template works:
Excel templates are good but manually entering data gets time-consuming and unreliable. When you’re sick of wasting time manually entering data to manage your customers in Excel and forecast sales, try Salesflare for free. No more complex excel formulas and losing time.
Easily import this template into Salesflare.
Salesflare automates the robotic tasks so you can keep your focus on building relationships. Salesflare integrates with your emails and calendars, is easily usable on the go, sends you notifications to follow up & more.
Less robotic work, more human interaction.
- Everything in one place
Address book, communication timeline, tasks, files, pipelines and more.
- Visual pipeline
A clear, customizable view of your sales funnel.
- Tasks & task suggestions
Never drop the ball on a lead again.
- Team sharing
Collaborate with your team flawlessly.
- Custom fields
Keep track of all of the customer data you can imagine.
- Search
Find everything you need instantly.
- Live notifications
Get up-to-date notifications whenever, wherever, on any device.
- Insights dashboard
Master the numbers.
- Email and web tracking
Get the full picture of how leads and customers are interacting with your company.
- Relationships
Easily see who your colleagues already know - and who they know best.
- Lead scoring/hotness alerts
Identify and prioritize your leads with hotness alerts.
- Bulk emails
Send personalized follow-up emails at scale.
- Automated address book
Fully automate your contact and company info - stop manual entry of contact and company data.
- Automated timelines
Your timelines are synced with your email, calendar meetings and phone call history.
- Automated file repository
Keep handy document folders for your customers effortlessly.
- Timeline with Twitter updates
Always have the latest news on your customers handy through their social profiles.
- Send automated emails based on triggers
Automate your email follow-up based on triggers that you can directly set up in the CRM.
- Email sidebars for Gmail & Outlook
Use Salesflare without leaving your email inbox.
- Mobile app for iPhone &Android
Finally, a CRM app that offers full functionality from your phone.
- REST API
It’s simple: Salesflare’s API can be connected to any other app.
- 1000+ integrations
Salesflare offers native integrations and access to 1000+ app integrations through Zapier, PieSync and Blendr as well as natively.
Manage your leads, forecast revenue & improve your sales process without spending any money. Available for Excel and Google Sheets.
Don't let deals slip away with a sales funnel template
How Salesflare makes managing your sales funnel simple:
