Testimonial
"Coefficient's Google Sheets templates are the next step in spreadsheet evolution–connected spreadsheets. Connected sheets mean faster, better, and more accurate analysis by everyone–especially if you can't code!"
Evan Cover
Director, BI Engineering and Governance, Klaviyo
Table of Contents
Simplify Sales Forecasting with Our Free Spreadsheet Template
Are you struggling to accurately forecast sales and track key metrics like leads, meetings, opportunities, and revenue? Our free 12-Month Sales Forecast Template for Google Sheets and Excel makes it easy to monitor your sales pipeline and predict future performance.
Benefits of Using a Sales Forecast Template
- Gain Visibility into Your Sales Pipeline: Track the number of leads, meetings booked, new opportunities, closed deals, and revenue generated each month. Identify trends and make data-driven decisions.
- Improve Sales Performance: Set monthly targets for key metrics and measure your team’s progress. Spot areas for improvement and optimize your sales process.
- Forecast Revenue Accurately: Project new and total revenue for the next 12 months based on your current pipeline and historical data. Make informed budget and resource allocation decisions.
Advantages of Using Spreadsheets for Sales Forecast Tracking
- Real-Time Collaboration: Share your sales forecast with your team and stakeholders. Make updates in real-time and ensure everyone is working with the latest data.
- Customization and Flexibility: Tailor the template to match your unique sales process and metrics. Add custom formulas, charts, and dashboards with ease.
- Integration with Your Tech Stack: Connect your Google Sheets or Excel sales forecast to your CRM, marketing automation, and other tools. Automate data imports and keep your projections up-to-date.
Download Your Free Sales Forecast Template Today
Don’t let inaccurate sales forecasts hold your business back. Download our free 12-Month Sales Forecast Template for Google Sheets and Excel and start making data-driven decisions. With Coefficient’s template, you’ll have the insights you need to optimize your sales process and hit your revenue targets.
