[Company Name]

Quarterly Leads Tracking

[Date]

Gray gray cells are calculated for you. You do not need to enter anything in them. [Company Name] CONFIDENTIAL

Lead Lead Potential Chance Forecast Weighted Q1 weighted Q2 weighted Q3 weighted Q4 weighted
name source opportunity of sale close forecast forecast forecast forecast forecast
A. Datum Corporation Angela Barbariol $300,000 75% Q1 $225,000 $225,000 $- $- $-
Adventure Works Susan W. Eaton $200,000 25% Q1 $50,000 $50,000 $- $- $-
Alpine Ski House Jonathan Haas $100,000 25% Q1 $25,000 $25,000 $- $- $-
$500,000 25% Q2 $125,000 $- $125,000 $- $-
$400,000 50% Q2 $200,000 $- $200,000 $- $-
$300,000 50% Q2 $150,000 $- $150,000 $- $-
$200,000 50% Q3 $100,000 $- $- $100,000 $-
$100,000 75% Q3 $75,000 $- $- $75,000 $-
$500,000 75% Q3 $375,000 $- $- $375,000 $-
$300,000 75% Q4 $225,000 $- $- $- $225,000
$400,000 25% Q4 $100,000 $- $- $- $100,000
$200,000 75% Q4 $150,000 $- $- $- $150,000
$100,000 25% Q1 $25,000 $25,000 $- $- $-
$200,000 25% Q1 $50,000 $50,000 $- $- $-
$300,000 50% Q2 $150,000 $- $150,000 $- $-
$300,000 25% Q2 $75,000 $- $75,000 $- $-
$400,000 50% Q4 $200,000 $- $- $- $200,000
$200,000 50% Q4 $100,000 $- $- $- $100,000
$500,000 75% Q4 $375,000 $- $- $- $375,000
$300,000 75% Q2 $225,000 $- $225,000 $- $-
$200,000 75% Q2 $150,000 $- $150,000 $- $-
$200,000 50% Q3 $100,000 $- $- $100,000 $-
$200,000 50% Q3 $100,000 $- $- $100,000 $-
$300,000 50% Q3 $150,000 $- $- $150,000 $-
Total $6,700,000 $3,500,000 $375,000 $1,075,000 $900,000 $1,150,000
Cumulative total by quarter $375,000 $1,450,000 $2,350,000 $3,500,000

1 of 3
 Quarterly Sales Forecast
$3,500,000
$3,250,000
$3,000,000
$2,750,000
$2,500,000
Potential Sales

$2,250,000
$2,000,000
Row 31
$1,750,000
Row 32
$1,500,000
$1,250,000
$1,000,000
$750,000
$500,000
$250,000
$-
Column G Column H Column I Column J
Quarter
Row 31
Row 32