Sheet template · Sales
Sales Forecast
Plan expected revenue by period with pipeline value, win-rate assumptions, weighted pipeline, and actuals.
Small sales teams and owners who need a lightweight revenue outlook alongside their opportunity list.
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Structured preview
Sales Forecast at a glance
Preview only7 columns · 4 sample rows
| Period | Pipeline value | Win rate | Weighted pipeline | Expected revenue | Actual revenue | Variance |
|---|---|---|---|---|---|---|
| October 2026 | $42,000 | 35% | =B4*C4 | $14,700 | $13,200 | =E4-F4 |
| November 2026 | $51,000 | 40% | =B5*C5 | $20,400 | $0 | =E5-F5 |
| December 2026 | $58,000 | 45% | =B6*C6 | $26,100 | $0 | =E6-F6 |
| Total expected | =SUM(F4:F6) | =SUM(G4:G6) |
Sales Forecast is revenue planning by period; Sales Pipeline remains the deal-by-deal opportunity tracker.
What's included
- Period-based revenue planning
- Pipeline and win-rate assumptions
- Weighted pipeline formulas
- Expected-versus-actual variance formulas
How to use it
- 1Set periods and enter the pipeline value you expect to convert.
- 2Use a win-rate assumption you can explain, then revise it as evidence changes.
- 3Replace actual revenue as the period closes and review the variance with the pipeline detail.
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