Excel

Excel Skills
Skills Australia
Australia || Sales
Sales Forecast
Forecast Template
Template
About
About this
this template
template
This
This template
template can can be
be used
used to to compile
compile aa basic
basic monthly
monthly salessales forecast
forecast for
for aa three
three year
year period.
period. Users
Users areare required
required to
to ent
en
selling
selling prices and gross profit percentages for each product category and all the other calculations are automatically uu
prices and gross profit percentages for each product category and all the other calculations are automatically
five
five default
default product
product categories
categories but but you
you can
can add
add additional
additional product
product categories
categories by by simply
simply inserting
inserting the
the appropriate
appropriate numbe
numbe
sales
sales forecast.
forecast.
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ear
ear period.
period. Users
Users are
are required
required to
to enter
enter the
the monthly
monthly sales
sales volumes,
volumes,
other calculations are automatically updated. The template includes
ther calculations are automatically updated. The template includes
mply
mply inserting
inserting the
the appropriate
appropriate number
number of of rows
rows in
in each
each section
section of
of the
the

ware
ware solutions
solutions than
than regular
regular Excel
Excel templates.
templates. Most
Most Excel
Excel templates
templates
eports
eports based
based onon limited
limited user
user input.
input. You
You also
also don't
don't need
need advanced
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input
input and
and include
include comprehensive
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by step
step instructions.
instructions.

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Excel Skills Australia | Sales Forecast Template
Instructions
www.excel-skills.com.au

This template can be used to compile a basic monthly sales forecast for a three year period. Users are required to
enter the monthly sales volumes, selling prices and gross profit percentages for each product category and all the
other calculations are automatically updated. The template includes five default product categories but you can add
additional product categories by simply inserting the appropriate number of rows in each section of the sales forecast.

Note: All the cells on the SalesForecast sheet that require user input have been highlighted with a yellow cell
background. All the other cells contain formulas and are therefore automatically updated.

The monthly periods that are included in the sales forecast are determined by the date that is entered in cell B4. You
can enter any date in accordance with the regional settings that are specified in the System Control Panel into this cell
and all the other monthly periods will be amended accordingly.

The monthly sales volumes, selling prices and gross profit percentages also need to be entered. All other amounts are
automatically calculated. Note that the monthly cost of sales amounts are determined by calculating the monthly gross
profit amounts based on the gross profit percentages that have been specified and the monthly sales amounts that
have been calculated and then deducting these gross profit amounts from the monthly sales amounts.

If you require additional product categories, we recommend inserting the required number of additional rows anywhere
between the first and last product categories in each section of the sales forecast and then copying the existing
formulas from one of the default product category rows in each section.

Note that the additional rows should be inserted into the same position in each section of the sales forecast before
copying the formulas in order to ensure that formulas are copied accurately.

Page 3 of 6
Sales Forecast
© www.excel-skills.com.au
month 1 month 2 month 3 month 4 month 5 month 6 month 7 month 8 month 9 month 10 month 11 month 12 year 1
Jul-2017 Aug-2017 Sep-2017 Oct-2017 Nov-2017 Dec-2017 Jan-2018 Feb-2018 Mar-2018 Apr-2018 May-2018 Jun-2018 Total
Volume 500 500 500 500 500 500 500 500 500 500 500 500 6,000
Category 1 100 100 100 100 100 100 100 100 100 100 100 100 1,200
Category 2 100 100 100 100 100 100 100 100 100 100 100 100 1,200
Category 3 100 100 100 100 100 100 100 100 100 100 100 100 1,200
Category 4 100 100 100 100 100 100 100 100 100 100 100 100 1,200
Category 5 100 100 100 100 100 100 100 100 100 100 100 100 1,200
Selling Price 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00
Category 1 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00
Category 2 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00
Category 3 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00
Category 4 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00
Category 5 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00
Sales 5,000 5,000 5,000 5,000 5,000 5,000 5,000 5,000 5,000 5,000 5,000 5,000 60,000
Category 1 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 12,000
Category 2 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 12,000
Category 3 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 12,000
Category 4 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 12,000
Category 5 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 12,000
Cost of Sales 3,500 3,500 3,500 3,500 3,500 3,500 3,250 3,250 3,250 3,250 3,250 3,250 40,500
Category 1 700 700 700 700 700 700 650 650 650 650 650 650 8,100
Category 2 700 700 700 700 700 700 650 650 650 650 650 650 8,100
Category 3 700 700 700 700 700 700 650 650 650 650 650 650 8,100
Category 4 700 700 700 700 700 700 650 650 650 650 650 650 8,100
Category 5 700 700 700 700 700 700 650 650 650 650 650 650 8,100
Gross Profit 1,500 1,500 1,500 1,500 1,500 1,500 1,750 1,750 1,750 1,750 1,750 1,750 19,500
Category 1 300 300 300 300 300 300 350 350 350 350 350 350 3,900
Category 2 300 300 300 300 300 300 350 350 350 350 350 350 3,900
Category 3 300 300 300 300 300 300 350 350 350 350 350 350 3,900
Category 4 300 300 300 300 300 300 350 350 350 350 350 350 3,900
Category 5 300 300 300 300 300 300 350 350 350 350 350 350 3,900
Gross Profit % 30.0% 30.0% 30.0% 30.0% 30.0% 30.0% 35.0% 35.0% 35.0% 35.0% 35.0% 35.0% 32.5%
Category 1 30.0% 30.0% 30.0% 30.0% 30.0% 30.0% 35.0% 35.0% 35.0% 35.0% 35.0% 35.0% 32.5%
Category 2 30.0% 30.0% 30.0% 30.0% 30.0% 30.0% 35.0% 35.0% 35.0% 35.0% 35.0% 35.0% 32.5%
Category 3 30.0% 30.0% 30.0% 30.0% 30.0% 30.0% 35.0% 35.0% 35.0% 35.0% 35.0% 35.0% 32.5%
Category 4 30.0% 30.0% 30.0% 30.0% 30.0% 30.0% 35.0% 35.0% 35.0% 35.0% 35.0% 35.0% 32.5%
Category 5 30.0% 30.0% 30.0% 30.0% 30.0% 30.0% 35.0% 35.0% 35.0% 35.0% 35.0% 35.0% 32.5%

Page 4 of 6
Sales Forecast
© www.excel-skills.com.au
month 13 month 14 month 15 month 16 month 17 month 18 month 19 month 20 month 21 month 22 month 23 month 24 year 2
Jul-2018 Aug-2018 Sep-2018 Oct-2018 Nov-2018 Dec-2018 Jan-2019 Feb-2019 Mar-2019 Apr-2019 May-2019 Jun-2019 Total
Volume 750 750 750 750 750 750 750 750 750 750 750 750 9,000
Category 1 150 150 150 150 150 150 150 150 150 150 150 150 1,800
Category 2 150 150 150 150 150 150 150 150 150 150 150 150 1,800
Category 3 150 150 150 150 150 150 150 150 150 150 150 150 1,800
Category 4 150 150 150 150 150 150 150 150 150 150 150 150 1,800
Category 5 150 150 150 150 150 150 150 150 150 150 150 150 1,800
Selling Price 12.00 12.00 12.00 12.00 12.00 12.00 12.00 12.00 12.00 12.00 12.00 12.00 12.00
Category 1 12.00 12.00 12.00 12.00 12.00 12.00 12.00 12.00 12.00 12.00 12.00 12.00 12.00
Category 2 12.00 12.00 12.00 12.00 12.00 12.00 12.00 12.00 12.00 12.00 12.00 12.00 12.00
Category 3 12.00 12.00 12.00 12.00 12.00 12.00 12.00 12.00 12.00 12.00 12.00 12.00 12.00
Category 4 12.00 12.00 12.00 12.00 12.00 12.00 12.00 12.00 12.00 12.00 12.00 12.00 12.00
Category 5 12.00 12.00 12.00 12.00 12.00 12.00 12.00 12.00 12.00 12.00 12.00 12.00 12.00
Sales 9,000 9,000 9,000 9,000 9,000 9,000 9,000 9,000 9,000 9,000 9,000 9,000 108,000
Category 1 1,800 1,800 1,800 1,800 1,800 1,800 1,800 1,800 1,800 1,800 1,800 1,800 21,600
Category 2 1,800 1,800 1,800 1,800 1,800 1,800 1,800 1,800 1,800 1,800 1,800 1,800 21,600
Category 3 1,800 1,800 1,800 1,800 1,800 1,800 1,800 1,800 1,800 1,800 1,800 1,800 21,600
Category 4 1,800 1,800 1,800 1,800 1,800 1,800 1,800 1,800 1,800 1,800 1,800 1,800 21,600
Category 5 1,800 1,800 1,800 1,800 1,800 1,800 1,800 1,800 1,800 1,800 1,800 1,800 21,600
Cost of Sales 5,850 5,850 5,850 5,850 5,850 5,850 5,580 5,580 5,580 5,580 5,580 5,580 68,580
Category 1 1,170 1,170 1,170 1,170 1,170 1,170 1,116 1,116 1,116 1,116 1,116 1,116 13,716
Category 2 1,170 1,170 1,170 1,170 1,170 1,170 1,116 1,116 1,116 1,116 1,116 1,116 13,716
Category 3 1,170 1,170 1,170 1,170 1,170 1,170 1,116 1,116 1,116 1,116 1,116 1,116 13,716
Category 4 1,170 1,170 1,170 1,170 1,170 1,170 1,116 1,116 1,116 1,116 1,116 1,116 13,716
Category 5 1,170 1,170 1,170 1,170 1,170 1,170 1,116 1,116 1,116 1,116 1,116 1,116 13,716
Gross Profit 3,150 3,150 3,150 3,150 3,150 3,150 3,420 3,420 3,420 3,420 3,420 3,420 39,420
Category 1 630 630 630 630 630 630 684 684 684 684 684 684 7,884
Category 2 630 630 630 630 630 630 684 684 684 684 684 684 7,884
Category 3 630 630 630 630 630 630 684 684 684 684 684 684 7,884
Category 4 630 630 630 630 630 630 684 684 684 684 684 684 7,884
Category 5 630 630 630 630 630 630 684 684 684 684 684 684 7,884
Gross Profit % 35.0% 35.0% 35.0% 35.0% 35.0% 35.0% 38.0% 38.0% 38.0% 38.0% 38.0% 38.0% 36.5%
Category 1 35.0% 35.0% 35.0% 35.0% 35.0% 35.0% 38.0% 38.0% 38.0% 38.0% 38.0% 38.0% 36.5%
Category 2 35.0% 35.0% 35.0% 35.0% 35.0% 35.0% 38.0% 38.0% 38.0% 38.0% 38.0% 38.0% 36.5%
Category 3 35.0% 35.0% 35.0% 35.0% 35.0% 35.0% 38.0% 38.0% 38.0% 38.0% 38.0% 38.0% 36.5%
Category 4 35.0% 35.0% 35.0% 35.0% 35.0% 35.0% 38.0% 38.0% 38.0% 38.0% 38.0% 38.0% 36.5%
Category 5 35.0% 35.0% 35.0% 35.0% 35.0% 35.0% 38.0% 38.0% 38.0% 38.0% 38.0% 38.0% 36.5%

Page 5 of 6
Sales Forecast
© www.excel-skills.com.au
month 25 month 26 month 27 month 28 month 29 month 30 month 31 month 32 month 33 month 34 month 35 month 36 year 3
Jul-2019 Aug-2019 Sep-2019 Oct-2019 Nov-2019 Dec-2019 Jan-2020 Feb-2020 Mar-2020 Apr-2020 May-2020 Jun-2020 Total
Volume 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 12,000
Category 1 200 200 200 200 200 200 200 200 200 200 200 200 2,400
Category 2 200 200 200 200 200 200 200 200 200 200 200 200 2,400
Category 3 200 200 200 200 200 200 200 200 200 200 200 200 2,400
Category 4 200 200 200 200 200 200 200 200 200 200 200 200 2,400
Category 5 200 200 200 200 200 200 200 200 200 200 200 200 2,400
Selling Price 13.00 13.00 13.00 13.00 13.00 13.00 13.00 13.00 13.00 13.00 13.00 13.00 13.00
Category 1 13.00 13.00 13.00 13.00 13.00 13.00 13.00 13.00 13.00 13.00 13.00 13.00 13.00
Category 2 13.00 13.00 13.00 13.00 13.00 13.00 13.00 13.00 13.00 13.00 13.00 13.00 13.00
Category 3 13.00 13.00 13.00 13.00 13.00 13.00 13.00 13.00 13.00 13.00 13.00 13.00 13.00
Category 4 13.00 13.00 13.00 13.00 13.00 13.00 13.00 13.00 13.00 13.00 13.00 13.00 13.00
Category 5 13.00 13.00 13.00 13.00 13.00 13.00 13.00 13.00 13.00 13.00 13.00 13.00 13.00
Sales 13,000 13,000 13,000 13,000 13,000 13,000 13,000 13,000 13,000 13,000 13,000 13,000 156,000
Category 1 2,600 2,600 2,600 2,600 2,600 2,600 2,600 2,600 2,600 2,600 2,600 2,600 31,200
Category 2 2,600 2,600 2,600 2,600 2,600 2,600 2,600 2,600 2,600 2,600 2,600 2,600 31,200
Category 3 2,600 2,600 2,600 2,600 2,600 2,600 2,600 2,600 2,600 2,600 2,600 2,600 31,200
Category 4 2,600 2,600 2,600 2,600 2,600 2,600 2,600 2,600 2,600 2,600 2,600 2,600 31,200
Category 5 2,600 2,600 2,600 2,600 2,600 2,600 2,600 2,600 2,600 2,600 2,600 2,600 31,200
Cost of Sales 7,800 7,800 7,800 7,800 7,800 7,800 7,540 7,540 7,540 7,540 7,540 7,540 92,040
Category 1 1,560 1,560 1,560 1,560 1,560 1,560 1,508 1,508 1,508 1,508 1,508 1,508 18,408
Category 2 1,560 1,560 1,560 1,560 1,560 1,560 1,508 1,508 1,508 1,508 1,508 1,508 18,408
Category 3 1,560 1,560 1,560 1,560 1,560 1,560 1,508 1,508 1,508 1,508 1,508 1,508 18,408
Category 4 1,560 1,560 1,560 1,560 1,560 1,560 1,508 1,508 1,508 1,508 1,508 1,508 18,408
Category 5 1,560 1,560 1,560 1,560 1,560 1,560 1,508 1,508 1,508 1,508 1,508 1,508 18,408
Gross Profit 5,200 5,200 5,200 5,200 5,200 5,200 5,460 5,460 5,460 5,460 5,460 5,460 63,960
Category 1 1,040 1,040 1,040 1,040 1,040 1,040 1,092 1,092 1,092 1,092 1,092 1,092 12,792
Category 2 1,040 1,040 1,040 1,040 1,040 1,040 1,092 1,092 1,092 1,092 1,092 1,092 12,792
Category 3 1,040 1,040 1,040 1,040 1,040 1,040 1,092 1,092 1,092 1,092 1,092 1,092 12,792
Category 4 1,040 1,040 1,040 1,040 1,040 1,040 1,092 1,092 1,092 1,092 1,092 1,092 12,792
Category 5 1,040 1,040 1,040 1,040 1,040 1,040 1,092 1,092 1,092 1,092 1,092 1,092 12,792
Gross Profit % 40.0% 40.0% 40.0% 40.0% 40.0% 40.0% 42.0% 42.0% 42.0% 42.0% 42.0% 42.0% 41.0%
Category 1 40.0% 40.0% 40.0% 40.0% 40.0% 40.0% 42.0% 42.0% 42.0% 42.0% 42.0% 42.0% 41.0%
Category 2 40.0% 40.0% 40.0% 40.0% 40.0% 40.0% 42.0% 42.0% 42.0% 42.0% 42.0% 42.0% 41.0%
Category 3 40.0% 40.0% 40.0% 40.0% 40.0% 40.0% 42.0% 42.0% 42.0% 42.0% 42.0% 42.0% 41.0%
Category 4 40.0% 40.0% 40.0% 40.0% 40.0% 40.0% 42.0% 42.0% 42.0% 42.0% 42.0% 42.0% 41.0%
Category 5 40.0% 40.0% 40.0% 40.0% 40.0% 40.0% 42.0% 42.0% 42.0% 42.0% 42.0% 42.0% 41.0%

Page 6 of 6