Free Sales Forecast Spreadsheet Template for Google Sheets & Excel

Free is a single-sheet starter template with sample data and a How to Use guide. Essentials ($19) is the fuller build - more capacity, more detail, and more worked out for you rather than typed. Ultimate ($29) goes further again, usually six working sheets, giving each part of the template its own sheet and adding deeper reporting on top. What each tier holds differs by template - the comparison table on every template page lists it exactly.

Upgrade to Essentials if you want a dashboard with charts, more categories, larger capacity, and a more polished spreadsheet for ongoing use. The Free version is a good fit for one-off planning or trying out the layout.

Essentials is a one-time $19 purchase with no subscription. It typically adds a full dashboard, 30-50% more categories or rows than the Free version, and richer formulas. Most buyers upgrade after using the Free version for a few weeks and hitting its limits.

Yes. Upload the file to Drive and choose "Open with Google Sheets". Nothing needs rewriting in the Free Sales Forecast Google Sheets template, and the totals recalculate exactly as they do in Excel.

Yes. The download is a plain .xlsx, so the Free Sales Forecast Excel template opens directly in Excel with no import step. There are no macros and no VBA in the file.

Yes. The Free Sales Forecast spreadsheet Excel workbook ships as a plain .xlsx, so it opens identically in current Excel and in builds that predate dynamic arrays.

Because when a year misses, a single revenue line tells you it missed and a line per product tells you which one did. The split is what makes the forecast answerable afterwards.

Because together they show the shape of the year - flat, growing, or front-loaded - and the shape is the argument. The year total sits beside them.

Not on this build. Actuals recorded against the forecast, with the variance in money and as a percentage, are on the Essentials build - which also moves from four quarters to twelve months.

One per product or service, and you can right-click inside the table and choose Insert when you sell something new - the quarterly totals expand to include it. The Essentials build forecasts across twelve months rather than four quarters, and the Ultimate build forecasts deal by deal instead.

No. This build forecasts revenue by line. Weighting individual deals by the stage they are at is the Ultimate build, which is a different shape rather than a bigger one.

Upload the .xlsx file to Google Drive, then open it with Google Sheets. All formulas and formatting will be preserved.

All free templates are released under CC BY 4.0 (Creative Commons Attribution). You can use, modify, and share them freely - including for commercial purposes - as long as you credit FinancialAha.com. They are provided as-is and do not constitute financial advice.