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Sales Forecast Templates

Download this free sales forecast template to project monthly, yearly, and long-term sales with complete ease. It’s available in Google Docs, Word, and PDF formats.
Available formats:
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Why use our sales forecast template?

Visual simplicity

Visual simplicity

Clean, color-coded format to quickly input and visualize sales data.

Ready-to-use formulas

Ready-to-use formulas

All sales and totals auto-calculate based on your monthly inputs.

Forecast flexibility

Forecast flexibility

Forecast over 12 months, 3 years, or 5 years using one easy spreadsheet.

Smarter decisions

Smarter decisions

Identify trends and plan growth strategies backed by data.

Highlights of sales forecast templates

  • 12-month forecast sheet
  • 3-year and 5-year forecast formats
  • Monthly and annual breakdowns
  • Pre-set price & volume inputs
  • Automated revenue calculations
  • Gross profit tracker
  • Visual sales charts
  • Built-in formula logic
  • COGS & margin calculation
  • Editable for any business type

Steps to use our sales forecast templates

steps to use our sales forecast templates
  • Download template

    Grab the spreadsheet and open it instantly in Excel or Google Sheets—no special setup or tools required.

  • Input data

    Enter units sold and price per unit. Revenue and totals are calculated automatically based on your monthly figures.

  • Customize forecasts

    Adjust forecast duration, pricing, or COGS. All changes update instantly for accurate, flexible modeling.

  • Review trends

    Explore visual sales charts, monthly summaries, and trends to better understand and predict your revenue flow.

  • Share forecast

    Export as Excel or PDF and present your forecast to investors, partners, or team with confidence and clarity.

Why choose Upmetrics over a sales forecast template?

  • Manual calculations
  • Time-consuming
  • No visuals or reporting
  • No collaboration
  • No support
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  • AI-assisted forecasting
  • Revenue stream suggestions
  • Automated visual dashboard
  • What-if scenarios
  • Up to 5 members
  • World-class customer support

Forecasting templates are time-consuming & prone to human error—Upmetrics, on the other hand, is a much more efficient alternative.

Upmetrics is a modern, AI-powered planning tool that simplifies financial forecasting for startups and small businesses. With an AI financial assistant, a powerful visual dashboard, and real-time collaboration, it helps you create clear, accurate projections—alongside a comprehensive business plan.
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Frequently Asked Questions

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.

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