Sales Forecasting Tem

Quarter One

Deal Name: Contact Name:

Company ABC James Williams

Company XYZ Emma Smith

Company FGH Michael Jones

Company LMK Lily Miller

Q1 Total

Quarter Two

Deal Name: Contact Name:

Company ABC James Williams

Company XYZ Emma Smith

Company FGH Michael Jones

Company LMK Lily Miller

Q2 Total

Quarter Three

Deal Name: Contact Name:

Company ABC James Williams

Company XYZ Emma Smith

Company FGH Michael Jones

Company LMK Lily Miller

Q3 Total

Quarter Four

Deal Name: Contact Name:

Company ABC James Williams

Company XYZ Emma Smith

Company FGH Michael Jones

Company LMK Lily Miller

Q4 Total

Grand Total
es Forecasting Template

Deal Stage: Deal Size: Probability:

Contacted $110,000 15%

Decision Maker Bought In $85,000 35%

Contract Sent $75,000 80%

Closed - Won $70,000 100%

$340,000

Deal Stage: Deal Size: Probability:

Contacted $110,000 15%

Decision Maker Bought In $85,000 35%

Contract Sent $75,000 80%

Closed - Won $70,000 100%

 $340,000

Deal Stage: Deal Size: Probability:

Contacted $110,000 15%

Decision Maker Bought In $85,000 35%

Contract Sent $75,000 80%

Closed - Won $70,000 100%

$340,000

Deal Stage: Deal Size: Probability:

Contacted $110,000 15%

Decision Maker Bought In $85,000 35%

Contract Sent $75,000 80%

Closed - Won $70,000 100%

 $340,000

$1,360,000

Want to say goodbye to tedious logging, formula fixing

HubSpot CRM automates the tasks you hate, so staying o

Get HubSpot CRM

It's 100% free. Forever.
Weighted Forecast: Expected Close Date: Our Rep:

$16,500 2/10/2016 Kate

$29,750 2/22/2016 Daniel

$60,000 3/10/2016 Logan

$70,000 3/27/2016 Emma

$176,250

Weighted Forecast: Expected Close Date: Our Rep:

$16,500 2/10/2016 Kate

$29,750 2/22/2016 Daniel

$60,000 3/10/2016 Logan

$70,000 3/27/2016 Emma

 $176,250

Weighted Forecast: Expected Close Date: Our Rep:

$16,500 2/10/2016 Kate

$29,750 2/22/2016 Daniel

$60,000 3/10/2016 Logan

$70,000 3/27/2016 Emma

$176,250

Weighted Forecast: Expected Close Date: Our Rep:

$16,500 2/10/2016 Kate

$29,750 2/22/2016 Daniel

$60,000 3/10/2016 Logan

$70,000 3/27/2016 Emma

 $176,250

$705,000

formula fixing and manual data entry in Excel?

u hate, so staying organized is effortless.

pot CRM
ree. Forever.
 Next Steps:

Follow Up on 2/17/16

Follow Up on 2/25/17

Follow Up on 3/12/16

No Action Needed

Next Steps:

Follow Up on 2/17/16

Follow Up on 2/25/17

Follow Up on 3/12/16

No Action Needed
 Next Steps:

Follow Up on 2/17/16

Follow Up on 2/25/17

Follow Up on 3/12/16

No Action Needed

Next Steps:

Follow Up on 2/17/16

Follow Up on 2/25/17

Follow Up on 3/12/16

No Action Needed
 Have your own deal stages? Input them here and the template will be upda

Note: You will also need to change the deal stages, shown in bold belo

Need to change the probability of a sale?

Double click on the probability in the previous sheet and amend the data under
=IF(C23="Contacted",0.15,IF(C23="Decision Maker Bought In",0.35,IF(C23="Contract Sent",0.8,IF(C23="Clo

Want to say goodbye to tedious logging, formula fixing and manual data
HubSpot CRM automates the tasks you hate, so staying organized is effo
 eal stages? Input them here and the template will be updated automatically!

Customize Your Deal Stages Here:

Contacted
Decision Maker Bought In
Contract Sent
Closed - Won
Closed - Lost
Note: You will also need to change the deal stages, shown in bold below.

Need to change the probability of a sale?

k on the probability in the previous sheet and amend the data underlined below:
sion Maker Bought In",0.35,IF(C23="Contract Sent",0.8,IF(C23="Closed - Lost",0,IF(C23="Closed - Won",1)))))

oodbye to tedious logging, formula fixing and manual data entry in Excel?
HubSpot CRM automates the tasks you hate, so staying organized is effortless.

Get HubSpot CRM

It's 100% free. Forever.