Sales forecast

It is free to fill in online, needs no account, and downloads as a Word document or a PDF. See all Sales and marketing templates

• Company name

  For example: Northgate Supplies Ltd

• Forecast period

  For example: Financial year 2027

• Currency

  For example: USD

• Prepared by

  For example: Karim Haddad, Head of Sales

• Date prepared

  For example: 5 January 2027

• Where the figures come from

  Past results, pipeline, renewals, price changes.

  For example: Last year's revenue of 1.8m, the current pipeline of 2.4m at weighted probabilities, renewal rates of 88%, and two new sales hires from April.

• Expected revenue, Q1

  For example: 420,000

• Expected revenue, Q2

  For example: 480,000

• Expected revenue, Q3

  For example: 540,000

• Expected revenue, Q4

  For example: 610,000

• Expected total

  For example: 2,050,000

• Low case total

  If the main risks happen.

  For example: 1,700,000

• High case total

  If the opportunities come in.

  For example: 2,400,000

• Key assumptions

  For example: Win rate of 22% on qualified deals Average deal 38,000 No change in price New hires reach full productivity after 4 months

• Risks and opportunities

  For example: Risk: the largest customer (12% of revenue) may leave Opportunity: a partner channel launching in Q3

• How often it is reviewed

  For example: Monthly, with a full update each quarter

1. 1Basis of the forecast
2. 2Forecast by quarter
3. 3Range
4. 4Key assumptions
5. 5Risks and opportunities
6. 6Tracking

1. 01

   Fill in

   Type your details in the form. The document fills itself in as you type; click any gap to jump to its field.

2. 02

   Check

   Read it through. Gaps you have not filled stay marked, so nothing goes out half done.

3. 03

   Download

   Save it as a Word document to edit further, or as a PDF to send or print.

What details does this template ask for?

The form asks for 16 details, starting with Company name, Forecast period, Currency, Prepared by, Date prepared.

Can I download this template as Word or PDF?

Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account.

Is what I type sent anywhere?

No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat.

What should I check before I use this template?

A forecast is an estimate. Write down your assumptions so you can check them against what really happens.

Are these marketing templates free?

Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price.

Do I need a customer's permission for a case study?

Yes. Get the customer's written approval of the text, the quotes and any logo before you publish. The case study template has a field for it.

Can nerix improve the wording?

Yes. Open the template in the nerix chat and ask for a shorter, warmer or more formal version, then check every fact before you publish.

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