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Sales Forecast (12 Months)

Enter your Company Name here

Fiscal Year Begins Jun-05


12-month Sales Forecast Sales History

Current
Month
Annual Ending
Jun-05 Jul-05 Aug-05 Sep-05 Oct-05 Nov-05 Dec-05 Jan-06 Feb-06 Mar-06 Apr-06 May-06 Totals mm/yy 2004 2003 2002
Cat 1 units sold 0
Sale price @ unit
Cat 1 TOTAL 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0

Cat 2 units sold Notes on Preparation 0


Sale price @ unit
Cat 2 TOTAL 0 Note: You
0 may want 0 to print this
0 information
0 to use0as reference
0 later. To
0 delete these
0 instructions,
0 click0the border0of this 0 0 0 0 0
text box and then press the DELETE key.
Cat 3 units sold 0
Sale price @ unit Forecasting sales of your product or service is the starting point for the financial projections. The sales forecast is the key
Cat 3 TOTAL 0 to the whole
0 financial
0 plan, so0 it is important
0 to use0realistic estimates.
0 Divide
0 your 0projected monthly
0 sales
0 into 0 0 0 0 0 0
"Categories", which are natural divisions that make sense for your type of business. Typical categories might be: product
Cat 4 units sold lines, departments, branch locations, customer groups, geographical territories, or contracts. 0
Sale price @ unit Enter the actual category names in the first column, replacing the existing "cat.1, cat.2", etc. Enter annual sales, by
Cat 4 TOTAL 0 category,0 in the four
0 "Sales History"
0 columns
0 on the0 right side0of the sheet.
0 (Startup0 businesses 0 may delete
0 this section.)
0 0 0 0 0 0
Study your past sales records in detail. Note seasonal or other periodic fluctuations; determine what caused them and
Cat 5 units sold when they are expected to recur. Be sure to build these fluctuations into your projections for the coming year. You may 0
Sale price @ unit forecast sales in dollars using the rows labeled "Total". Or, if you prefer, you may enter sales in units, then indicate the
Cat 5 TOTAL 0 sales price
0 per (@)0 unit, and the
0 spreadsheet 0 will automatically
0 0 calculate0 the dollar0sales volume.
0 0 0 0 0 0 0 0

Cat 6 units sold 0


Sale price @ unit
Cat 6 TOTAL 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0

Cat 7 units sold 0


Sale price @ unit
Cat 7 TOTAL 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Monthly totals:
All Categories 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0