12 Month Sales Forecast Excel Template Sheets for Download

September 27, 2022
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As a sales manager, you need to make sure that you can accurately forecast your sales so that you can plan your marketing budget accordingly. It is important to have a 12 month sales forecast excel template so that you can track your sales throughout the year. The template below includes a sample data sheet, which will help you get started. You can get these 12 month sales forecast excel template sheets on WPS office for free.

1.Sales Volume Report

Most sales people do not know how to plan. Use this document to plan all sales calls in advance and improve your results.

2.Sales Performance Report

Training and managing salespeople is the most used activity in a sales organization. Use this document to get the most out of your weekly meetings.

3.Store Sales Data Analysis

You need a formal way to communicate your compensation plan to your salespeople and confirm your mutual commitment to that plan in writing. This template provides a simple starting point and documents the compensation plan in an easy-to-understand way.

4.Sales Performance Analysis Form

To achieve consistent results, it is necessary to forecast activity levels on a quarterly, monthly and weekly basis. You are in control of your own activity. Therefore, you should use this sheet to manage your activity for hourly and monthly basis.

5.Sales Staff Sales Statistics Table

Establishing the sales sequence is one of the most important keys to reaching your target customers. A consistent process makes it easier to execute the sequence. Use this sheet to create your dream sales sequence.

6.Product Sales Volume Report

Have your SDRs complete this document daily and organize their daily plan of attack. This will help them structure their outbound activities and think about the desired outcomes for the day.

7.Sales Achievement Chart

Getting press is hard. Sales skills and public relations are essential in this process. This worksheet provides a detailed overview of the trade press needed for a successful PR campaign for hourly and monthly basis.

8.Sales Staff Next Week Schedule

Pipeline velocity is the mother of all sales metrics. Use this table to better understand how small changes in pipeline variables can affect results.

9.Sales Analysis Chart

If cold mailing is the primary activity in your acquisition efforts, you will need a specific sheet to track your mailing system. This basic sheet should help lay the groundwork for this follow-up.

10.Sales Clerk Performance Report

The basic order book tracking spreadsheet gives you an overview of your order book for each quarter. It can also be used to create sales forecasts and adjust the weighting with probabilities for each stage of the sales funnel.


Conclusion

In today's business world, it is imperative to have a well-established budget that is easily accessible. This is where a well-crafted template can come in handy. A 12 month sales forecast excel template can be a great tool for you to use in order to track your expenses and stay on top of your finances. Download WPS office from their official website, or google app store on android or iOS device and enjoy free 12 month sales forecast templates.