Sales is both an art and a science, driven by numbers yet inherently unpredictable. This unpredictability makes the sales process an exciting adventure, regardless of your role.
However, success in sales requires structure. Without a clear strategy, the sales cycle can be turbulent, leading to inaccurate sales projections and missed targets. This is where sales forecast templates come in.
We’ve curated a list of the best sales forecast templates to help you create accurate sales forecasts, improve revenue projections, and prepare for crucial board meetings.
📊 Research Shows: Sales forecasting is becoming increasingly difficult. Nearly 7 in 10 sales operations leaders say it’s harder now than a few years ago. Only 7% of sales teams hit 90% or more forecast accuracy—while most hover between 70% and 79%. The result? Limited insights, slower decisions, and missed opportunities.
Free Sales Forecast Templates to Predict Revenue & Drive Growth
What Are Sales Forecast Templates?
Sales forecast templates are structured tools—often in spreadsheets or software—that help predict future sales based on historical data, current pipeline, and market trends. They streamline tracking, analysis, and accuracy in revenue planning.
The ideal template allows you to:
✅ Track monthly sales, revenue projections, and units sold to evaluate trends and business growth
✅ Incorporate historical sales data to improve accuracy and refine forecasting methods
✅ Allow for customization to fit different industries, sales models, and forecasting needs
💡 Pro Tip: Best practices for sales forecasting:
- Track weekly and quarterly targets
- Assess past forecast accuracy by sales reps
- Ensure pipelines have enough active opportunities
- Use KPIs like pipeline coverage and forecast categories
- Segment forecasts by region or business unit
14 Sales Forecast Templates
Let’s start with the list. Here are the 14 sales forecast templates to help you track, analyze, and predict future sales.
1. Sales Forecast Template
The Sales Forecast Template offers a customizable and collaborative way to track sales performance, set achievable goals, and visualize progress.
You get features like Custom Task Statuses, which help sales managers to track progress in real-time. The 17 Custom Fields allow you to analyze monthly sales, units sold, and revenue projections with precision.
🧠 Ideal For: Sales managers and business owners who need a customizable and collaborative tool to track monthly sales.
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- Automate repetitive forecasting tasks and follow-ups using AI Agents, so your team can focus on closing deals
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2. Sales Report Template
Sales reps spend nearly an hour each day on administrative tasks. What if you could automate it and save time?
The Sales Report Template does exactly that and provides a structured way to track key sales metrics, analyze historical sales data, and gain actionable insights into customer behavior.
This template stands out because of its holistic view of revenue projections. The visual charts highlight market trends and opportunities, helping sales managers identify areas for improvement.
🧠 Ideal For: Sales reps and managers looking to automate administrative tasks.
Check out this video to find out how AI is helping sales teams👇
3. Sales Tracker Template
Managing a sales pipeline can be overwhelming without the right tools. What you need is the Sales Tracker Template.
This template simplifies the process by providing a centralized sales dashboard for tracking sales data, sales performance, and revenue projections.
Whether you’re monitoring individual sales reps or evaluating team-wide progress, this template ensures that all key metrics are organized and easily accessible. Here’s how:
The Sales Tracker Template also lets you set and review sales targets to spot emerging market trends while adjusting strategies based on historical data to fine-tune your monthly forecasts.
🧠 Ideal For: Sales teams and business owners who want a centralized dashboard to monitor sales data.
📊 Research Shows: Companies using a CRM system experience a 29% boost in sales. This is a testament to how nothing closes deals faster than staying organized and data-driven!
4. Monthly Sales Report Template
One of the main differentiators of successful sales professionals is this: having clear visibility into sales performance.
How do you achieve that? With the Sales Monthly Report Template. It allows you to easily capture and report essential sales metrics in one place.
Plus, the template’s ability to present sales metrics in an easily digestible format makes it ideal for tracking progress toward sales goals, spotting market trends, and ensuring data-driven decisions.
By comparing monthly sales forecasts with actual outcomes, teams can make adjustments to improve sales processes and align efforts with business objectives.
🧠 Ideal For: Sales professionals and financial analysts who need clear, structured reporting to track monthly sales.
📖 Also Read: Struggling with inconsistent sales performance? The Complete Guide to Calculating Sales Forecasts breaks down data-driven forecasting methods to help your team predict revenue, set realistic targets, and optimize resources—so every quarter is a win!
5. Sales Pipeline Template
Reddit threads often discuss the overwhelming burden on sales teams to generate their pipeline. If you find yourself in a similar situation, the Sales Pipeline Template can help by providing a structured, visual approach to managing every stage of the sales process.
With its drag-and-drop interface, teams can efficiently organize customer data, rank leads by urgency and value, and track their progress in real time.
The template also helps sales managers improve opportunity stage forecasting, making it easier to spot high-value deals and move them through the sales cycle faster.
🧠 Ideal For: Sales managers looking to optimize resource allocation and track customer interactions.
6. Salesman Report Template
Organized data and data-driven insights make customer interactions less overwhelming.
The Salesman Report Template offers this simplified organizing.
With this template, teams can easily record customer interactions, centralize lead data, and generate real-time sales reports.
By providing a clear overview of sales goals, this tool helps businesses and sales managers make data-driven decisions to improve monthly sales forecasts and enhance the sales process.
🧠 Ideal For: Sales managers looking to optimize resource allocation and evaluate individual and team performance in one place.
7. Sales CRM Template
13% of companies prioritize investing in a CRM platform. So you can imagine how foundational a CRM is to an efficient sales process.
That’s why the Sales CRM Template offers a centralized, no-code database that simplifies sales tracking. This template is designed to ensure businesses can monitor prospects, customer data, and sales trends in real-time.
With the Sales CRM Template, sales teams can organize lead information, gain full visibility into customer communications, and automate workflows to improve efficiency.
Plus, this template eliminates manual data entry, boosts sales team productivity, and ensures that businesses stay competitive.
🧠 Ideal For: Sales leaders and teams who need a structured CRM system to manage customer data.
8. Sales Plan Template
Every successful business operates better with a plan, especially a well-structured sales plan template.
The Sales Plan Template provides a simplified framework to help sales teams set SMART goals, develop winning strategies, and stay organized throughout the sales cycle.
This template allows businesses to track key sales metrics, monitor revenue projections, and refine sales forecasting methods in a single, accessible location.
Sales managers can use it to assess past sales data, identify opportunities for future sales growth, and adjust strategies in real time.
🧠 Ideal For: Business owners and sales strategists looking to set SMART goals, track KPIs, and develop a structured sales forecasting plan.
✨ Fun Fact: According to McKinsey, 80%+ of B2B companies adjusted sales team incentives post-COVID—but not all in the same way. While 30% lowered sales quotas, 20% actually raised them.
9. Sales and Marketing Plan Template
The Sales and Marketing Plan Template provides a clear framework to set goals, KPIs, and sales targets.
This allows sales and marketing teams to work toward a common objective: an underrated but significant factor in sales success.
This template helps businesses to visualize tasks and track real-time results. Sales managers can use it to assess historical data, monitor marketing campaigns, and improve sales forecasting accuracy.
🧠 Ideal For: Marketing and sales teams who need to align efforts, track marketing campaigns, and integrate sales forecasting methods.
📮 Insight: 24% of workers say repetitive tasks prevent them from doing more meaningful work, and another 24% feel their skills are underutilized. That’s nearly half the workforce feeling creatively blocked and undervalued. 💔
helps shift the focus back to high-impact work with easy-to-set-up AI agents, automating recurring tasks based on triggers. For example, when a task is marked as complete, ’s AI Agent can automatically assign the next step, send reminders, or update project statuses, freeing you from manual follow-ups.
💫 Real Results: STANLEY Security reduced time spent building reports by 50% or more with ’s customizable reporting tools—freeing their teams to focus less on formatting and more on forecasting.
10. Pro Forma Statement Template
Future revenue, projected expenses, and overall financial health: these are all the parameters a pro forma statement takes care of.
However, to not intensify the process, the Pro Forma Statement Template simplifies the process of forecasting profits, losses, and cash flow.
This template enables business owners and financial analysts to assess their current financial situation, anticipate future sales revenue, and plan for market fluctuations.
This is done by incorporating historical sales data and revenue projections. Whether you’re preparing for investor meetings or strategizing for future sales performance, the Pro Forma Statement Template provides a clear snapshot of financial stability.
🧠 Ideal For: Financial analysts and business owners who need to forecast revenue, plan expenses, and evaluate financial health.
11. Excel Sales Forecast Template by Microsoft
For small businesses looking for a straightforward and efficient way to track sales projections, the Excel Sales Forecast Template by Microsoft is worth a shot.
This fully customizable template allows businesses to enter sales lead data, monthly sales estimates, and revenue projections, automatically generating yearly and monthly sales forecasts.
The Excel Sales Forecast Template also comes with built-in charts and analytics, which help businesses visualize trends, analyze past sales performance, and make data-driven decisions for future growth.
Another useful feature is its accessibility—users can easily modify text, images, and data fields to suit their specific needs.
🧠 Ideal For: Small business owners and entrepreneurs who prefer a straightforward, Excel-based sales forecasting template with automatic calculations.
12. Sales Forecast Template by HubSpot
Accurate sales forecasting is essential for business growth, yet many sales leaders struggle to predict future sales revenue effectively.
To solve this, the Sales Forecast Template by HubSpot simplifies this process.
This free sales forecast template helps sales managers determine whether their teams will hit sales quotas and make data-driven decisions about hiring, marketing, and expansion.
🧠 Ideal For: Sales managers and team leads looking for a free, structured template to prioritize deals.
✨ Fun Fact: The best sales reps dedicate 5 hours a week to prospecting, while top performers take it a step further, spending 6 hours researching sales accounts.
13. Excel/Google Sheets Sales Forecast Template by Salesflare
In a business, you would ideally prefer accurate resource allocation. But that is impossible without accurately predicting future sales revenue.
The Excel/Google Sheets Sales Forecast Template by Salesflare provides a structured framework for tracking sales funnel stages, deal values, and closing probabilities.
This fully customizable template lets users add or remove sales pipeline stages, assign probabilities, set close dates, and track the monthly sales forecast of each deal. Plus, it lets you automatically update the sales forecast sheet based on the historical sales data entered.
🧠 Ideal For: B2B sales teams and businesses managing long sales cycles who need a customizable forecasting sheet with automated revenue projections.
14. Excel Sales Forecast Template by Gong
Sales forecasting mistakes—like relying on guesswork or losing deals at the last minute—can often cause businesses to miss revenue targets.
Here’s how you can avoid these: the Excel Sales Forecast Template by Gong.
This template allows businesses to roll up forecasts, track committed deals, and discover missing pipeline opportunities.
It pulls together monthly sales forecasts from every rep, giving you a clear, full-picture revenue projection. Plus, it spots missing or at-risk deals before they slip away and uses opportunity stage forecasting to show you exactly how likely each deal is to close.
🧠 Ideal For: Revenue operations managers and sales leaders who want to eliminate forecasting guesswork.
What Makes a Good Sales Forecast Template?
On Reddit, users frequently seek advice on sales forecasting methods. While opinions vary, one insightful comment starts well:
This is solid advice. But imagine how much easier it would be if it were templatized.
So, when looking for a good forecast sales template, ensure you:
- Use historical sales data, sales cycle analysis, and customer behavior trends to improve accuracy
- Allow for monthly sales, weekly breakdowns, and scenario planning to adjust for market changes
- Feature a clear, user-friendly layout with visualizations like charts and graphs to aid interpretation
- Support goal setting, resource allocation, and financial planning by providing actionable insights
📖 Also Read: Tired of guessing your next move? This article on the Best Forecasting Tools helps you cut through messy data and uncertainty by highlighting top tools that combine smart algorithms with human insights.
Level-Up Your Sales? For Sales
This is what Tanya Cummings, Director of Digital Experience at STANLEY Security, had to say about the experience.
From real-time sales tracking to historical sales data analysis, ’s templates take the headache out of forecasting revenue projections. So, if you are also looking to make data-driven decisions with confidence, sign up for now!
Everything you need to stay organized and get work done.
