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Clean, color-coded format to quickly input and visualize sales data.
All sales and totals auto-calculate based on your monthly inputs.
Forecast over 12 months, 3 years, or 5 years using one easy spreadsheet.
Identify trends and plan growth strategies backed by data.
Grab the spreadsheet and open it instantly in Excel or Google Sheets—no special setup or tools required.
Enter units sold and price per unit. Revenue and totals are calculated automatically based on your monthly figures.
Adjust forecast duration, pricing, or COGS. All changes update instantly for accurate, flexible modeling.
Explore visual sales charts, monthly summaries, and trends to better understand and predict your revenue flow.
Export as Excel or PDF and present your forecast to investors, partners, or team with confidence and clarity.
Plan Smarter & Faster with Upmetrics
Yes! You’ll need to sign up with your email to access the template. Once done, it’s completely free to download, edit, and use for your business forecasting.
A solid forecast includes:
These elements help track performance and guide strategic decisions over monthly and yearly timelines.
No,the template has pre-built formulas and a clean layout. Just enter your figures, all totals and summaries update automatically without needing any excel skills.
Sales forecasts help you:
They give you the insight needed to grow confidently, manage cash flow, and impress lenders or investors with clear data.
Yes! It’s fully editable and works great for product, service, SaaS, or mixed models. Customize it to reflect your pricing structure, sales cycles, and goals.
Try Upmetrics, You’ll get AI-assisted forecasting, scenario planning, visual charts, and full financial reports. It’s built for serious founders who need more than a spreadsheet.
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