Sales Forecast Modelo Essentials
Project future sales by product, service, or channel. Build revenue forecasts with growth assumptions and seasonal adjustments.
O Que Está Incluído
- Dashboard with sales forecast summary showing projected total revenue, growth rate, and top product lines
- Sales forecast by product or channel with unit volume, average price, and total revenue per line item
- Growth rate assumptions with adjustable month-over-month or year-over-year percentage increase inputs
- Monthly and annual projection columns that apply growth rates to baseline figures across the forecast period
- Actual vs. forecast comparison columns with color-coded variance indicators highlighting over or under performance
- Works in Microsoft Excel, Google Sheets, and LibreOffice Calc with no setup required
Need more from this template?
The Essentials version covers everyday tracking. Ultimate goes further with multi-entity support, scenario analysis, and ultimate-grade reporting.
- Dashboard with sales forecast summary showing projected total revenue, growth rate, and top product lines
- Sales forecast by product or channel with unit volume, average price, and total revenue per line item
- Growth rate assumptions with adjustable month-over-month or year-over-year percentage increase inputs
- Monthly and annual projection columns that apply growth rates to baseline figures across the forecast period
- Acompanhe até 50 negócios ativos com empresa, contato, valor do negócio, etapa, probabilidade, data prevista de fechamento e responsável
- Painel com 6 cartões de KPI: valor total do pipeline, pipeline ponderado, negócios no pipeline, tamanho médio do negócio, taxa de conversão e previsão deste mês
- Planilha de Pipeline com ponderação de probabilidade por etapa que calcula automaticamente o valor ponderado da previsão por negócio
- Planilha de Previsão Mensal projetando reservas esperadas por mês com base nas datas de fechamento e valores ponderados dos negócios
- Planilha de Análise por Etapa mostrando contagem de negócios, valor total, tamanho médio e valor ponderado por etapa do pipeline
Pré-visualização
Veja o que tem dentro desta planilha
Como Usar Esta Planilha de Sales Forecast
Define product lines
List each product, service, or revenue channel as a separate row with its baseline sales volume and average price.
Set growth assumptions
Enter month-over-month or year-over-year growth rates for each product line. The template applies these to baseline figures.
Review projections
Monthly columns show projected revenue growing over the forecast period based on your volume and pricing assumptions.
Compare to actuals
As real sales come in, enter actual figures alongside projections. The variance column shows where performance differs from the forecast.
Criadas com Claude AI. Aperfeiçoadas por nós.
Usamos Claude AI para criar cada planilha, após uma pesquisa aprofundada. Depois, nossa equipe entra em ação. Refinamos o layout, testamos exaustivamente cada fórmula, corrigimos casos extremos e polimos o design até que pareça algo que nós mesmos usaríamos. A IA nos leva 80% do caminho. Os últimos 20% são puro julgamento humano.
Perguntas Frequentes
Can I forecast by channel?
Yes. Use each row for a different sales channel - online, retail, wholesale, or direct. The template totals across all channels.
How do I set growth rates?
Enter a percentage growth rate per product line. The template applies this rate to the prior month sales to generate each subsequent month projection.
Does it handle seasonal adjustments?
You can manually adjust individual month projections higher or lower to account for seasonal patterns on top of the base growth rate.
Can I compare forecast to actuals?
Yes. Actual vs forecast comparison columns with variance indicators show whether real sales are ahead of or behind the projection.
Como abrir no Google Sheets?
Envie o arquivo .xlsx para o Google Drive e abra com o Google Sheets. Todas as fórmulas e formatações serão preservadas.
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