Sales Forecasting Model
Stop guessing your number. Build a forecast you can defend.
Format
Google Sheets + Excel
Size
11 tabs
Time to Value
< 2 hours to set up; live forecasting from day one
One-time purchase
$79
Instant download · No subscription
Secure checkout · Instant delivery
What's included:
- Monthly and quarterly forecast rollup (by rep, region, segment)
- Pipeline coverage ratio calculator
- Stage-weighted forecast (3 methods: weighted, commit, best-case)
- Historical win rate tracker by stage, segment, and rep
- Deal velocity and average sales cycle dashboard
- Board-ready forecast summary tab
- YTD performance vs. quota tracker
- Scenario modeling tab (upside/downside/base case)
- New vs. expansion vs. renewal revenue split
About this template
Your forecast is only as good as the logic behind it. This model gives you three forecasting methodologies in a single spreadsheet — weighted pipeline, sales rep commit, and best-case — so you can run all three and triangulate to the number your CEO and board will believe.
11 tabs take you from raw deal data through rep-level analysis, pipeline coverage ratios, historical win rates, and scenario modeling. The board-ready summary tab formats your forecast for executive consumption with no extra prep work. Built for Google Sheets with a full Excel version included.
Who this is for
Sales leaders, RevOps managers, and founders at B2B companies with 3–50 AEs who need a defensible, data-driven forecast without a BI tool or dedicated analyst.
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