SIMPLE SALES FORECAST TEMPLATE
Stage Conversion Rate
Leads In 100% How many new leads will you bring in and contact
Meetings Booked 10% Of the leads you contact, what percent will you bo
New Opportunities 25% Of the meetings you have, what percent will turn
Closed/Won 50% Of the opportunities you create, what percent will
Sales Cycle (months) 2 How many months does it take to close a deal onc
Average Deal Size $1,500 What is the average deal size?
Lead Growth (per month) 5% What lead growth will you aim for each month?
# of Leads, Month 1 100 How many leads will you generate in Month 1?
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you bring in and contact per month?
what percent will you book a meeting with?
, what percent will turn into new opportunities?
reate, what percent will close?
take to close a deal once you create the opportunity?
aim for each month?
generate in Month 1?
SIMPLE SALES FORECAST TEMPLATE
Month 1 Month 2 Month 3 Month 4 Month 5 Month 6
0 1 2 3 4 5
Leads In 100 105 110 116 122 128
Meetings Booked 10.0 10.5 11.0 11.6 12.2 12.8
New Opportunities 2.5 2.6 2.8 2.9 3.0 3.2
Closed/Won 1.3 1.3 1.4 1.4 1.5 1.6
New Revenue $1,875 $1,969 $2,067 $2,171 $2,279 $2,393
Month Realized (Sal 2 3 4 5 6 7
New Revenue $0 $0 $1,875 $1,969 $2,067 $2,171
Total Revenue $0 $0 $1,875 $3,844 $5,911 $8,081
24-Month Sales Forecast
$80,000 $6,000
$70,000
$5,000
$60,000
New Revenue Per Month
$4,000
$50,000
Total Revenue
Total Revenue
$40,000 $3,000 New Revenue Per Month
$30,000
$2,000
$20,000
$1,000
$10,000
$0 $0
1 4 7 0 3 6 9 2
nth nth nth th 1 th 1 th 1 th 1 th 2
o o o n n n n n
M M M Mo Mo Mo Mo Mo
Month 7 Month 8 Month 9Month 10Month 11Month 12Month 13Month 14
6 7 8 9 10 11 12 13
134 141 148 155 163 171 180 189
13.4 14.1 14.8 15.5 16.3 17.1 18.0 18.9
3.4 3.5 3.7 3.9 4.1 4.3 4.5 4.7
1.7 1.8 1.8 1.9 2.0 2.1 2.2 2.4
$2,513 $2,638 $2,770 $2,909 $3,054 $3,207 $3,367 $3,536
8 9 10 11 12 13 14 15
$2,279 $2,393 $2,513 $2,638 $2,770 $2,909 $3,054 $3,207
$10,361 $12,754 $15,266 $17,905 $20,675 $23,584 $26,638 $29,845
Month 15Month 16Month 17Month 18Month 19Month 20Month 21Month 22
14 15 16 17 18 19 20 21
198 208 218 229 241 253 265 279
19.8 20.8 21.8 22.9 24.1 25.3 26.5 27.9
4.9 5.2 5.5 5.7 6.0 6.3 6.6 7.0
2.5 2.6 2.7 2.9 3.0 3.2 3.3 3.5
$3,712 $3,898 $4,093 $4,298 $4,512 $4,738 $4,975 $5,224
16 17 18 19 20 21 22 23
$3,367 $3,536 $3,712 $3,898 $4,093 $4,298 $4,512 $4,738
$33,212 $36,747 $40,460 $44,358 $48,451 $52,748 $57,261 $61,999
Month 23Month 24
22 23
293 307
29.3 30.7
7.3 7.7
3.7 3.8
$5,485 $5,759
24 25
$4,975 $5,224
$66,974 $72,197
Quarter Deal Closure Month Deal Stage Deal Value
Lead
Contact Initiated
Jan Needs Identified
Proposal Sent
In Negotiation
Lead
Contact Initiated
Q1 Feb Needs Identified
Proposal Sent
In Negotiation
Lead
Contact Initiated
Mar Needs Identified
Proposal Sent
In Negotiation
Total 0
Lead
Contact Initiated
Apr Needs Identified
Proposal Sent
In Negotiation
Lead
Contact Initiated
Q2 May Needs Identified
Proposal Sent
In Negotiation
Lead
Contact Initiated
Jun Needs Identified
Proposal Sent
In Negotiation
Total 0
Lead
Contact Initiated
Jul Needs Identified
Proposal Sent
In Negotiation
Lead
Contact Initiated
Q3 Aug Needs Identified
Q3 Aug
Proposal Sent
In Negotiation
Lead
Contact Initiated
Sep Needs Identified
Proposal Sent
In Negotiation
Total 0
Lead
Contact Initiated
Oct Needs Identified
Proposal Sent
In Negotiation
Lead
Contact Initiated
Q4 Nov Needs Identified
Proposal Sent
In Negotiation
Lead
Contact Initiated
Dec Needs Identified
Proposal Sent
In Negotiation
Total 0
Grand Total 0
Weighted Forecast Value
0
0
Deal Stage Closure Probability
0
0 Lead 15%
0 Contact Initiated 25%
0 Needs Identified 50%
0 Proposal Sent 75%
0 In Negotiation 90%
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
1500
1200
340
0
0
0
0
0
0
0
0
0
0
0
3040
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
3040