Forecasting your sales will be crucial to understanding how you will survive Covid-19 and beyond!
Use this Free Template to start planning ahead now! Provided as both a Google Sheet (recommended) and Excel.
"The goal of forecasting is not to predict the future but to tell you what you need to know to take meaningful action in the present"
We've made the template flexible so you can easily configure things like the start month to match your company's financial year, sales target per month and even the project statuses. The template includes instructions on how to do this.
Add projects and deals you know about into the template. Make sure you add the expected turnover in the month you will confirm the deal.
The template includes a number of pre-programmed graphs and charts to visually show you useful forecast metrics, e.g. confirmed sales against monthly targets, or a breakdown of deal statuses.