The ability to forecast accurately is the major key to sales success — our template will set you on the right track.
Pipedrive – Sales Forecasting Template
The ability to forecast accurately is the major key to sales success — our template will set you on the right track.
Whether you’re a new company looking to scale or a multinational leading your industry, sales forecasting has the power to make or break your business.
Your revenue forecast reflects and affects every other part of your business, from how many people you hire to your relationships with investors.
Yet, for such an important exercise, business owners, sales managers and sales reps often end up struggling to create a clear enough view of their numbers to forecast accurately.
Sales forecasting can be daunting at first, but with plenty of practice and the right support, you’ll soon get the hang of it. The more support you have from your CRM, your leadership and your colleagues, the better you’ll be.
Make sure to choose your metrics well, always be proactive and garner the cleanest data that you can. A thoughtful forecasting strategy, based on the metrics and sales methods that work best for your business needs, means you can plan for the future, scale your business and build a foundation for long-term and repeatable success.
Get Organized With Your Free Sales Forecast Excel Template
Want to simplify the way you forecast sales? Download this free sales forecast template and test it out now.
