[Company Name]

Detailed Leads Tracker

[Date]

Gray cells are calculated for you. You do not need to enter anything in them. [Company Name] CONFIDENTIAL

Lead Lead Lead Lead Lead Potential Chance Forecast Weighted

name contact source region type opportunity of sale close forecast
A. Datum Corporation Strategic $300,000 90% January $270,000
Adventure Works Strategic 200,000 10% February 20,000
Alpine Ski House Tactical 100,000 20% March 20,000
30% April 0
40% May 0
50% June 0
60% July 0
70% August 0
80% September 0
90% October 0
20% November 0
100% December 0
10% January 0
30% March 0
60% May 0
30% June 0
50% October 0
60% December 0
70% November 0
90% February 0
100% March 0
40% April 0
50% August 0
60% September 0
Total $600,000 $310,000

1 of 3 11/04/2023
[Company Name]
Forecasted Sales from Leads
[Date]

Gray cells are calculated for you. You do not need to enter anything in them. [Company Name] CONFIDENTIAL

January February March April May June July August September October November December
Lead name
forecast forecast forecast forecast forecast forecast forecast forecast forecast forecast forecast forecast
A. Datum Corporation $270,000 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
Adventure Works 0 20,000 0 0 0 0 0 0 0 0 0 0
Alpine Ski House 0 0 20,000 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
Total $270,000 $20,000 $20,000 $0 $0 $0 $0 $0 $0 $0 $0 $0
Cumulative Total $270,000 $290,000 $310,000 $310,000 $310,000 $310,000 $310,000 $310,000 $310,000 $310,000 $310,000 $310,000

2 of 3 11/04/2023
Forecast Revenue
Monthly Weighted Forecast

$350,000

$300,000

$250,000

$200,000 Monthly
Cumulative

$150,000

$100,000

$50,000

$0
1 2 3 4 5 6 7 8 9 10 11 12
Month