Twelve-month sales forecast Enter your Company Name here Fiscal Year Begins Jun-04

12-month Sales Forecast Sales History

Notes on Preparation Current

Month
Annual Ending
Jun-04 Jul-04 Aug-04 Sep-04 Oct-04
Note: You
Nov-04
may want
Dec-04
to print this
Jan-05
information
Feb-05
to useApr-05
Mar-05
as May-05 Totals mm/yy 2003 2002 2001
reference later. To delete these instructions, click the border of
Cat 1 units sold this text box and then press the DELETE key. 0
Sale price @ unit
Cat 1 TOTAL 0 0 0 0 0
Forecasting
0
sales
0
of your 0product or0service is 0the starting0 point 0 0 0 0 0 0
for the financial projections. The sales forecast is the key to the
Cat 2 units sold
whole financial plan, so it is important to use realistic estimates.
0
Divide your projected monthly sales into "Categories", which
Sale price @ unit are natural divisions that make sense for your type of business.
Cat 2 TOTAL 0 0 0 0 0 Typical
0 categories0 might be:
0 product0lines, departments,
0 branch
0 0 0 0 0 0 0
locations, customer groups, geographical territories, or
Cat 3 units sold contracts. 0
Enter the actual category names in the first column, replacing
Sale price @ unit
the existing "cat.1, cat.2", etc. Enter annual sales, by category,
Cat 3 TOTAL 0 0 0 0 0 in the0 four "Sales
0 History"0columns on 0 the right0side of the0 0 0 0 0 0 0
sheet. (Startup businesses may delete this section.) Study your
Cat 4 units sold past sales records in detail. Note seasonal or other periodic 0
Sale price @ unit fluctuations; determine what caused them and when they are
expected to recur. Be sure to build these fluctuations into your
Cat 4 TOTAL 0 0 0 0 0 0 0 coming0year. You 0may forecast 0 sales in0 0 0 0 0 0 0
projections for the
dollars using the rows labeled "Total". Or, if you prefer, you may
Cat 5 units sold 0
enter sales in units, then indicate the sales price per (@) unit,
Sale price @ unit and the spreadsheet will automatically calculate the dollar sales
Cat 5 TOTAL 0 0 0 0 0
volume.
0 0 0 0 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