Sales Forecasting Template

Sales forecasting provides insights to help your team allocate budgets, spot emerging trends, and catch potential pitfalls early. This simple sales forecast tracks 24 months of sales so your team is ready for whatever the future might bring. This 24-month sales forecast template includes:

• Tracking for leads, meetings + opportunities 
• Monthly + yearly forecasting 
• Adjustable funnel metrics 
• Reporting graph

Sales Forecasting Isn’t Guessing. It’s Leadership.

Most sales forecasts are bullshit.

They’re either:

• A gut feeling dressed up as a spreadsheet, or
• A backward-looking report pretending to predict the future.

And then everyone acts surprised when the quarter blows up.

Here’s the hard truth: sales forecasting isn’t about being “accurate.” It’s about being prepared. A good forecast helps you make decisions before it’s too late—hiring, pipeline coverage, activity targets, and where you need to intervene now, not at the end of the month.

That’s why we put together this Sales Forecasting Template.

Not to impress your board.

Not to look smart in a meeting.

But to help you answer the only questions that actually matter:

• Do we have enough pipeline to hit the number?
• Where are deals getting stuck?
• What needs to change this week to improve the outcome?

What This Template Actually Does (That Others Don’t)

Most templates stop at “here’s your revenue target, good luck.”

This one forces clarity:

• You forecast based on real deals, not hope.
• You break revenue down into inputs you can control—deal size, win rate, pipeline coverage.
• You can quickly see if the problem is volume, quality, or execution.

If you’re a sales leader, this gives you leverage.

If you’re a founder, this gives you visibility.

If you’re a rep, this gives you a plan instead of anxiety.

Forecasting Is a Habit, Not a One-Time Exercise

The biggest mistake teams make is treating forecasting as a monthly ritual instead of a weekly discipline.

You don’t forecast to be right.

You forecast to course-correct early.

Use this template weekly. Update it. Argue with it. Let it tell you uncomfortable truths. That’s how it actually helps you win.

👉 Download the Sales Forecasting Template here and stop guessing your way through the quarter.

Because hope isn’t a strategy. And neither is a fake forecast.

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