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Excel

Excel Skills
Skills || Sales
Sales Forecast
Forecast Template
Template

About
About this
this template
template
This
This template
template can
can be
be used
used to
to compile
compile aa basic
basic monthly
monthly sales
sales forecast
forecast for
for aa three
three year
year period.
period. Users
Users are
are required
required to
to ent
en
selling
prices
and
gross
profit
percentages
for
each
product
category
and
all
the
other
calculations
are
automatically
selling prices and gross profit percentages for each product category and all the other calculations are automatically uu
five
five default
default product
product categories
categories but
but you
you can
can add
add additional
additional product
product categories
categories by
by simply
simply inserting
inserting the
the appropriate
appropriate numbe
numbe
sales
sales forecast.
forecast.
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ear
ear period.
period. Users
Users are
are required
required to
to enter
enter the
the monthly
monthly sales
sales volumes,
volumes,
ther
calculations
are
automatically
updated.
The
template
other calculations are automatically updated. The template includes
includes
mply
mply inserting
inserting the
the appropriate
appropriate number
number of
of rows
rows in
in each
each section
section of
of the
the

ware
ware solutions
solutions than
than regular
regular Excel
Excel templates.
templates. Most
Most Excel
Excel templates
templates
eports
eports based
based on
on limited
limited user
user input.
input. You
You also
also don't
don't need
need advanced
advanced
input
input and
and include
include comprehensive
comprehensive step
step by
by step
step instructions.
instructions.

which
which features
features accounting
accounting in
in Excel,
Excel, cash
cash flow
flow projections,
projections, business
business
isit the
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re

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Excel Skills | Sales Forecast Template


Instructions
www.excel-skills.com

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.

Page 3 of 6

Sales Forecast
www.excel-skills.com
month 1

month 2

month 3

month 4

month 6

month 7

month 8

month 9

month 10

month 11

month 12

Mar-2015
500

Apr-2015
500

May-2015
500

Jun-2015
500

Jul-2015
500

Aug-2015
500

Sep-2015
500

Oct-2015
500

Nov-2015
500

Dec-2015
500

Jan-2016
500

Feb-2016
500

Total
6,000

Category 1

100

100

100

100

100

100

100

100

100

100

100

100

1,200

Category 2

100

100

100

100

100

100

100

100

100

100

100

100

1,200

Category 3

100

100

100

100

100

100

100

100

100

100

100

100

1,200

Category 4

100

100

100

100

100

100

100

100

100

100

100

100

1,200

Category 5

100

100

100

100

100

100

100

100

100

100

100

100

1,200

10.00

10.00

10.00

10.00

10.00

10.00

10.00

10.00

10.00

10.00

10.00

10.00

10.00

Category 1

10.00

10.00

10.00

10.00

10.00

10.00

10.00

10.00

10.00

10.00

10.00

10.00

10.00

Category 2

10.00

10.00

10.00

10.00

10.00

10.00

10.00

10.00

10.00

10.00

10.00

10.00

10.00

Category 3

10.00

10.00

10.00

10.00

10.00

10.00

10.00

10.00

10.00

10.00

10.00

10.00

10.00

Category 4

10.00

10.00

10.00

10.00

10.00

10.00

10.00

10.00

10.00

10.00

10.00

10.00

10.00

Category 5

10.00

10.00

10.00

10.00

10.00

10.00

10.00

10.00

10.00

10.00

10.00

10.00

10.00

5,000

5,000

5,000

5,000

5,000

5,000

5,000

5,000

5,000

5,000

5,000

5,000

60,000

Category 1

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

Category 2

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

Category 3

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

Category 4

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

Category 5

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

3,500

3,500

3,500

3,500

3,500

3,500

3,250

3,250

3,250

3,250

3,250

3,250

40,500

Category 1

700

700

700

700

700

700

650

650

650

650

650

650

8,100

Category 2

700

700

700

700

700

700

650

650

650

650

650

650

8,100

Category 3

700

700

700

700

700

700

650

650

650

650

650

650

8,100

Category 4

700

700

700

700

700

700

650

650

650

650

650

650

8,100

Category 5

700

700

700

700

700

700

650

650

650

650

650

650

8,100

1,500

1,500

1,500

1,500

1,500

1,500

1,750

1,750

1,750

1,750

1,750

1,750

19,500

Category 1

300

300

300

300

300

300

350

350

350

350

350

350

3,900

Category 2

300

300

300

300

300

300

350

350

350

350

350

350

3,900

Category 3

300

300

300

300

300

300

350

350

350

350

350

350

3,900

Category 4

300

300

300

300

300

300

350

350

350

350

350

350

3,900

Category 5

300

300

300

300

300

300

350

350

350

350

350

350

Volume

Selling Price

Sales

Cost of Sales

Gross Profit

Gross Profit %

month 5

year 1

3,900

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%

Category 1

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%

Category 2

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%

Category 3

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%

Category 4

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%

Category 5

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%

Page 4 of 6

Sales Forecast
www.excel-skills.com
month 13

month 14

month 15

month 16

month 18

month 19

month 20

month 21

month 22

month 23

month 24

Mar-2016
750

Apr-2016
750

May-2016
750

Jun-2016
750

Jul-2016
750

Aug-2016
750

Sep-2016
750

Oct-2016
750

Nov-2016
750

Dec-2016
750

Jan-2017
750

Feb-2017
750

Total
9,000

Category 1

150

150

150

150

150

150

150

150

150

150

150

150

1,800

Category 2

150

150

150

150

150

150

150

150

150

150

150

150

1,800

Category 3

150

150

150

150

150

150

150

150

150

150

150

150

1,800

Category 4

150

150

150

150

150

150

150

150

150

150

150

150

1,800

Category 5

150

150

150

150

150

150

150

150

150

150

150

150

1,800

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

Category 1

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

Category 2

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

Category 3

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

Category 4

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

Category 5

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

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

Category 1

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

Category 2

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

Category 3

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

Category 4

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

Category 5

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

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

Category 1

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

Category 2

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

Category 3

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

Category 4

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

Category 5

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

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

Category 1

630

630

630

630

630

630

684

684

684

684

684

684

7,884

Category 2

630

630

630

630

630

630

684

684

684

684

684

684

7,884

Category 3

630

630

630

630

630

630

684

684

684

684

684

684

7,884

Category 4

630

630

630

630

630

630

684

684

684

684

684

684

7,884

Category 5

630

630

630

630

630

630

684

684

684

684

684

684

Volume

Selling Price

Sales

Cost of Sales

Gross Profit

Gross Profit %

month 17

year 2

7,884

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%

Category 1

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%

Category 2

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%

Category 3

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%

Category 4

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%

Category 5

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%

Page 5 of 6

Sales Forecast
www.excel-skills.com
month 25

month 26

month 27

month 28

month 30

month 31

month 32

month 33

month 34

month 35

month 36

Mar-2017
1,000

Apr-2017
1,000

May-2017
1,000

Jun-2017
1,000

Jul-2017
1,000

Aug-2017
1,000

Sep-2017
1,000

Oct-2017
1,000

Nov-2017
1,000

Dec-2017
1,000

Jan-2018
1,000

Feb-2018
1,000

Total
12,000

Category 1

200

200

200

200

200

200

200

200

200

200

200

200

2,400

Category 2

200

200

200

200

200

200

200

200

200

200

200

200

2,400

Category 3

200

200

200

200

200

200

200

200

200

200

200

200

2,400

Category 4

200

200

200

200

200

200

200

200

200

200

200

200

2,400

Category 5

200

200

200

200

200

200

200

200

200

200

200

200

2,400

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

Category 1

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

Category 2

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

Category 3

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

Category 4

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

Category 5

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

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

Category 1

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

Category 2

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

Category 3

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

Category 4

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

Category 5

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

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

Category 1

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

Category 2

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

Category 3

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

Category 4

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

Category 5

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

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

Category 1

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

Category 2

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

Category 3

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

Category 4

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

Category 5

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

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%

Category 1

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%

Category 2

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%

Category 3

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%

Category 4

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%

Category 5

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%

Volume

Selling Price

Sales

Cost of Sales

Gross Profit

Gross Profit %

month 29

Page 6 of 6

year 3