📊 OVERVIEW
A strategic Excel workbook for forecasting sales opportunities by agent, region, category, and probability. Designed for sales managers, revenue analysts, and founders, this template includes editable fields for forecast amount, sales phase, and weighted close estimates—plus monthly summaries and visual graphs. Ideal for pipeline planning, performance tracking, and executive reporting.
📦 WHAT’S INCLUDED
• 📘 Excel workbook (.xlsx)
• 🧾 Forecast input sheet with opportunity details, probability weighting, and close month
• 📅 Monthly forecast totals tab for revenue planning and team performance analysis
• 📈 Built-in forecast graph for visualising sales trends and pipeline health
• ✅ Ready for printing, PDF export, or digital sharing
🧠 USE CASES
• Sales pipeline forecasting and opportunity tracking
• Monthly revenue planning and team performance reviews
• Strategic planning for product, service, and regional sales
• Reusable format for any sales cycle or business model
🎯 FEATURES
• Editable .xlsx format with UK spelling and layout standards
• Modular layout for expanding opportunities or adjusting forecast logic
• Compatible with Microsoft Excel and Copilot editing
• Includes weighted forecast calculations based on sales phase probability
🔴 INSTANT DIGITAL DOWNLOAD
No waiting, no shipping, no locked fields. This template is available immediately and built for professionals who need a structured, editable way to forecast sales. Download, customise, and start projecting—right away.
