Excel Skills | Sales Forecast Template

Instructions
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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.

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Sales Forecast
© www.excel-skills.com
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
Mar-2020 Apr-2020 May-2020 Jun-2020 Jul-2020 Aug-2020 Sep-2020 Oct-2020 Nov-2020 Dec-2020 Jan-2021 Feb-2021 Total
Volume 125 500 500 500 500 500 500 500 500 500 500 500 5,625
Beetroot 25 100 100 100 100 100 100 100 100 100 100 100 1,125
Carrot 25 100 100 100 100 100 100 100 100 100 100 100 1,125
Beans 25 100 100 100 100 100 100 100 100 100 100 100 1,125
Cucumber 25 100 100 100 100 100 100 100 100 100 100 100 1,125
Tomato 25 100 100 100 100 100 100 100 100 100 100 100 1,125
Selling Price 46.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.80
Beetroot 45.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.78
Carrot 50.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.89
Beans 45.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.78
Cucumber 45.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.78
Tomato 45.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.78
Sales 5,750 5,000 5,000 5,000 5,000 5,000 5,000 5,000 5,000 5,000 5,000 5,000 60,750
Beetroot 1,125 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 12,125
Carrot 1,250 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 12,250
Beans 1,125 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 12,125
Cucumber 1,125 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 12,125
Tomato 1,125 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 12,125
Cost of Sales 4,025 3,500 3,500 3,500 3,500 3,500 3,250 3,250 3,250 3,250 3,250 3,250 41,025
Beetroot 788 700 700 700 700 700 650 650 650 650 650 650 8,188
Carrot 875 700 700 700 700 700 650 650 650 650 650 650 8,275
Beans 788 700 700 700 700 700 650 650 650 650 650 650 8,188
Cucumber 788 700 700 700 700 700 650 650 650 650 650 650 8,188
Tomato 788 700 700 700 700 700 650 650 650 650 650 650 8,188
Gross Profit 1,725 1,500 1,500 1,500 1,500 1,500 1,750 1,750 1,750 1,750 1,750 1,750 19,725
Beetroot 338 300 300 300 300 300 350 350 350 350 350 350 3,938
Carrot 375 300 300 300 300 300 350 350 350 350 350 350 3,975
Beans 338 300 300 300 300 300 350 350 350 350 350 350 3,938
Cucumber 338 300 300 300 300 300 350 350 350 350 350 350 3,938
Tomato 338 300 300 300 300 300 350 350 350 350 350 350 3,938
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%
Beetroot 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%
Carrot 30.0% 30.0% 30.0% 30.0% 30.0% 30.0% 35.0% 35.0% 35.0% 35.0% 35.0% 35.0% 32.4%
Beans 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%
Cucumber 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%
Tomato 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%

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Sales Forecast
© www.excel-skills.com
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
Mar-2021 Apr-2021 May-2021 Jun-2021 Jul-2021 Aug-2021 Sep-2021 Oct-2021 Nov-2021 Dec-2021 Jan-2022 Feb-2022 Total
Volume 750 750 750 750 750 750 750 750 750 750 750 750 9,000
Beetroot 150 150 150 150 150 150 150 150 150 150 150 150 1,800
Carrot 150 150 150 150 150 150 150 150 150 150 150 150 1,800
Beans 150 150 150 150 150 150 150 150 150 150 150 150 1,800
Cucumber 150 150 150 150 150 150 150 150 150 150 150 150 1,800
Tomato 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
Beetroot 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
Carrot 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
Beans 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
Cucumber 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
Tomato 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
Beetroot 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
Carrot 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
Beans 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
Cucumber 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
Tomato 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
Beetroot 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
Carrot 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
Beans 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
Cucumber 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
Tomato 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
Beetroot 630 630 630 630 630 630 684 684 684 684 684 684 7,884
Carrot 630 630 630 630 630 630 684 684 684 684 684 684 7,884
Beans 630 630 630 630 630 630 684 684 684 684 684 684 7,884
Cucumber 630 630 630 630 630 630 684 684 684 684 684 684 7,884
Tomato 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%
Beetroot 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%
Carrot 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%
Beans 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%
Cucumber 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%
Tomato 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%

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Sales Forecast
© www.excel-skills.com
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
Mar-2022 Apr-2022 May-2022 Jun-2022 Jul-2022 Aug-2022 Sep-2022 Oct-2022 Nov-2022 Dec-2022 Jan-2023 Feb-2023 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
Beetroot 200 200 200 200 200 200 200 200 200 200 200 200 2,400
Carrot 200 200 200 200 200 200 200 200 200 200 200 200 2,400
Beans 200 200 200 200 200 200 200 200 200 200 200 200 2,400
Cucumber 200 200 200 200 200 200 200 200 200 200 200 200 2,400
Tomato 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
Beetroot 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
Carrot 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
Beans 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
Cucumber 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
Tomato 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
Beetroot 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
Carrot 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
Beans 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
Cucumber 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
Tomato 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
Beetroot 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
Carrot 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
Beans 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
Cucumber 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
Tomato 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
Beetroot 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
Carrot 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
Beans 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
Cucumber 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
Tomato 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%
Beetroot 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%
Carrot 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%
Beans 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%
Cucumber 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%
Tomato 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%

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