[Business Name] Sales Forecast

Year 1
Units Sold

Jan-16

Feb-16

Mar-16

Apr-16

May-16

Jun-16

Jul-16

Aug-16

Sep-16

Oct-16

Nov-16

Dec-16

Total Units Sold

Product/Service A

500

525

550

575

550

525

525

550

575

600

650

650

6775

Product/Service B

1500

1000

1000

1250

1250

1500

1500

1750

2000

2500

3000

3000

21250

Product/Service C

150

200

250

300

350

400

400

350

350

300

300

300

3650

Unit Price

Avg Unit Price

Product/Service A

$19.99

$19.99

$19.99

$19.99

$19.99

$19.99

$19.99

$19.99

$19.99

$19.99

$19.99

$19.99

$19.99

Product/Service B

$14.99

$14.99

$14.99

$14.99

$14.99

$14.99

$14.99

$14.99

$14.99

$14.99

$14.99

$14.99

$14.99

Product/Service C

$49.99

$49.99

$49.99

$49.99

$49.99

$49.99

$49.99

$49.99

$49.99

$49.99

$49.99

$49.99

$49.99

Sales Growth Rate

Avg Growth Rate

Product/Service A

0%

5%

Product/Service B

0%

Product/Service C

0%

Revenue

5%

5%

-4%

-5%

0%

-33%

0%

33%

25%

5%

5%

25%

0%

20%

20%

17%

14%

4%

8%

0%

2%

0%

17%

0%

-13%

14%

25%

20%

0%

8%

0%

-14%

0%

0%

7%

(Units Sold * Unit Price)

Total Revenue

Product/Service A

$9,995

$10,495

$10,995

$11,494

$10,995

$10,495

$10,495

$10,995

$11,494

$11,994

$12,994

$12,994

$135,432

Product/Service B

$22,485

$14,990

$14,990

$18,738

$18,738

$22,485

$22,485

$26,233

$29,980

$37,475

$44,970

$44,970

$318,538

Product/Service C

$7,499

$9,998

$12,498

$14,997

$17,497

$19,996

$19,996

$17,497

$17,497

$14,997

$14,997

$14,997

$182,464

Total Revenue

$39,979

$35,483

$38,482

$45,229

$47,229

$52,976

$52,976

$54,724

$58,971

$64,466

$72,961

$72,961

$636,433

Product/Service A

$4.50

$4.50

$4.50

$4.50

$4.50

$4.50

$4.50

$4.50

$4.50

$4.00

$4.00

$4.00

$4.38

Product/Service B

$3.10

$3.10

$3.10

$3.10

$3.10

$3.10

$3.10

$3.10

$3.10

$3.10

$3.10

$3.10

$3.10

Product/Service C

$1.55

$1.55

$1.55

$1.55

$1.55

$1.55

$1.55

$1.55

$1.55

$1.55

$1.55

$1.55

$1.55

Unit COGS

Margin Per Unit

Product/Service A

Avg COGS

(Unit Price - Unit COGS)

$15.49

$15.49

Avg Margin
$15.49

$15.49

$15.49

$15.49

$15.49

$15.49

$15.49

$15.99

$15.99

$15.99

$15.62

Product/Service B

$11.89

$11.89

$11.89

$11.89

$11.89

$11.89

$11.89

$11.89

$11.89

$11.89

$11.89

$11.89

$11.89

Product/Service C

$48.44

$48.44

$48.44

$48.44

$48.44

$48.44

$48.44

$48.44

$48.44

$48.44

$48.44

$48.44

$48.44

Gross Profit

(Revenue - COGS or Margin Per Unit * Units Sold)

Total Gross Profit

Product/Service A

$7,745

$8,132

$8,520

$8,907

$8,520

$8,132

$8,132

$8,520

$8,907

$9,594

$10,394

$10,394

$105,895

Product/Service B

$17,835

$11,890

$11,890

$14,863

$14,863

$17,835

$17,835

$20,808

$23,780

$29,725

$35,670

$35,670

$252,663

Product/Service C

$7,266

$9,688

$12,110

$14,532

$16,954

$19,376

$19,376

$16,954

$16,954

$14,532

$14,532

$14,532

$176,806

Total Gross Profit

$32,846

$29,710

$32,520

$38,301

$40,336

$45,343

$45,343

$46,281

$49,641

$53,851

$60,596

$60,596

$535,363

2016 Vertex42 LLC.

http://www.vertex42.com/ExcelTemplates/sales-forecast.html

Sales Forecast Year 2

Year 2
Units Sold

Jan-17

Feb-17

Mar-17

Apr-17

May-17

Jun-17

Jul-17

Aug-17

Sep-17

Oct-17

Nov-17

Dec-17

Total Units Sold

Product/Service A

625

600

575

550

575

600

600

625

650

675

700

725

7500

Product/Service B

2000

1500

1500

1750

1750

2000

2000

2250

2500

3000

3500

3500

27250

Product/Service C

300

250

300

350

400

450

500

400

400

350

350

325

4375

Unit Price

Avg Unit Price

Product/Service A

$19.99

$19.99

$19.99

$19.99

$19.99

$19.99

$19.99

$19.99

$19.99

$19.99

$19.99

$19.99

$19.99

Product/Service B

$14.99

$14.99

$14.99

$14.99

$14.99

$14.99

$14.99

$14.99

$14.99

$14.99

$14.99

$14.99

$14.99

Product/Service C

$54.99

$54.99

$54.99

$54.99

$54.99

$54.99

$54.99

$54.99

$54.99

$54.99

$54.99

$54.99

$54.99

Sales Growth Rate

Avg Growth Rate

Product/Service A

-4%

-4%

-4%

-4%

5%

4%

Product/Service B

-33%

Product/Service C

0%

-25%

0%

-17%

20%

17%

0%

14%

17%

14%

13%

Product/Service A

$12,494

$11,994

$11,494

$10,995

$11,494

$11,994

Product/Service B

$29,980

$22,485

$22,485

$26,233

$26,233

Product/Service C

$16,497

$13,748

$16,497

$19,247

Total Revenue

$58,971

$48,227

$50,476

Product/Service A

$4.00

$4.00

Product/Service B

$3.10

Product/Service C

$1.55

0%

4%

4%

4%

4%

4%

1%

0%

13%

11%

-20%

11%

20%

0%

-13%

17%

0%

6%

0%

-7%

2%

$11,994

$12,494

$12,994

$13,493

$13,993

$14,493

$149,925

$29,980

$29,980

$33,728

$37,475

$44,970

$52,465

$52,465

$408,478

$21,996

$24,746

$27,495

$21,996

$21,996

$19,247

$19,247

$17,872

$240,581

$56,474

$59,723

$66,720

$69,469

$68,217

$72,465

$77,710

$85,705

$84,830

$798,984

$4.50

$4.50

$4.50

$4.00

$4.00

$4.00

$4.00

$4.00

$3.75

$3.75

$4.08

$3.10

$3.10

$3.10

$3.10

$3.10

$3.10

$3.10

$3.10

$2.90

$2.90

$2.90

$3.05

$1.55

$1.55

$1.55

$1.55

$1.55

$1.10

$1.55

$1.55

$1.55

$1.55

$1.55

$1.51

Revenue

Total Revenue

Unit COGS

Avg COGS

Margin Per Unit

Product/Service A

Avg Margin
$15.99

$15.99

$15.49

$15.49

$15.49

$15.99

$15.99

$15.99

$15.99

$15.99

$16.24

$16.24

$15.91

Product/Service B

$11.89

$11.89

$11.89

$11.89

$11.89

$11.89

$11.89

$11.89

$11.89

$12.09

$12.09

$12.09

$11.94

Product/Service C

$53.44

$53.44

$53.44

$53.44

$53.44

$53.44

$53.89

$53.44

$53.44

$53.44

$53.44

$53.44

$53.48

Product/Service A

$9,994

$9,594

$8,907

$8,520

$8,907

$9,594

$9,594

$9,994

$10,394

$10,793

$11,368

$11,774

$119,431

Product/Service B

$23,780

$17,835

$17,835

$20,808

$20,808

$23,780

$23,780

$26,753

$29,725

$36,270

$42,315

$42,315

$326,003

Product/Service C

$16,032

$13,360

$16,032

$18,704

$21,376

$24,048

$26,945

$21,376

$21,376

$18,704

$18,704

$17,368

$234,025

Total Gross Profit

$49,806

$40,789

$42,774

$48,031

$51,090

$57,422

$60,319

$58,122

$61,495

$65,767

$72,387

$71,457

$679,459

Gross Profit

2016 Vertex42 LLC.

Total Gross Profit

http://www.vertex42.com/ExcelTemplates/sales-forecast.html

Sales Forecast Year 3

Year 3
Units Sold

Jan-18

Feb-18

Mar-18

Apr-18

May-18

Jun-18

Jul-18

Aug-18

Sep-18

Oct-18

Nov-18

Dec-18

Total Units Sold

Product/Service A

750

700

650

650

675

700

700

725

750

800

850

900

8850

Product/Service B

3000

2000

2000

2250

2250

2500

2500

2750

3000

3500

4000

4000

33750

Product/Service C

325

350

400

450

500

550

600

500

500

450

450

425

5500

Unit Price

Avg Unit Price

Product/Service A

$19.99

$19.99

$19.99

$19.99

$19.99

$19.99

$19.99

$19.99

$19.99

$19.99

$19.99

$19.99

$19.99

Product/Service B

$14.99

$14.99

$14.99

$14.99

$14.99

$14.99

$14.99

$14.99

$14.99

$14.99

$14.99

$14.99

$14.99

Product/Service C

$59.99

$59.99

$59.99

$59.99

$59.99

$59.99

$59.99

$59.99

$59.99

$59.99

$59.99

$59.99

$59.99

Sales Growth Rate

Avg Growth Rate

Product/Service A

3%

-7%

-7%

0%

Product/Service B

-14%

Product/Service C

0%

-33%

0%

13%

8%

14%

13%

Product/Service A

$14,993

$13,993

$12,994

$12,994

Product/Service B

$44,970

$29,980

$29,980

Product/Service C

$19,497

$20,997

Total Revenue

$79,459

Product/Service A

4%

4%

0%

4%

3%

7%

6%

6%

2%

0%

11%

11%

10%

0%

10%

9%

-17%

9%

17%

0%

-10%

14%

0%

4%

0%

-6%

3%

$13,493

$13,993

$13,993

$14,493

$14,993

$15,992

$16,992

$17,991

$176,912

$33,728

$33,728

$37,475

$37,475

$41,223

$44,970

$52,465

$59,960

$59,960

$505,913

$23,996

$26,996

$29,995

$32,995

$35,994

$29,995

$29,995

$26,996

$26,996

$25,496

$329,945

$64,970

$66,970

$73,717

$77,216

$84,463

$87,462

$85,710

$89,958

$95,453

$103,947

$103,447

$1,012,769

$3.75

$3.75

$4.00

$4.00

$4.00

$3.75

$3.75

$3.75

$3.75

$3.50

$3.50

$3.50

$3.75

Product/Service B

$2.90

$3.10

$3.10

$3.10

$3.10

$3.10

$3.10

$3.10

$2.90

$2.90

$2.85

$2.85

$3.01

Product/Service C

$1.55

$1.55

$1.55

$1.55

$1.10

$1.10

$1.10

$1.10

$1.10

$1.55

$1.55

$1.55

$1.36

Revenue

Total Revenue

Unit COGS

Avg COGS

Margin Per Unit

Avg Margin

Product/Service A

$16.24

$16.24

$15.99

$15.99

$15.99

$16.24

Product/Service B

$12.09

$11.89

$11.89

$11.89

$11.89

$11.89

Product/Service C

$58.44

$58.44

$58.44

$58.44

$58.89

$58.89

Product/Service A

$12,180

$11,368

$10,394

$10,394

$10,793

$11,368

Product/Service B

$36,270

$23,780

$23,780

$26,753

$26,753

Product/Service C

$18,993

$20,454

$23,376

$26,298

Total Gross Profit

$67,443

$55,602

$57,550

$63,444

$16.24

$16.24

$16.24

$16.49

$16.49

$16.49

$11.89

$11.89

$12.09

$12.09

$12.14

$12.14

$11.98

$58.89

$58.89

$58.89

$58.44

$58.44

$58.44

$58.63

$11,368

$11,774

$12,180

$13,192

$14,017

$14,841

$143,868

$29,725

$29,725

$32,698

$36,270

$42,315

$48,560

$48,560

$405,188

$29,445

$32,390

$35,334

$29,445

$29,445

$26,298

$26,298

$24,837

$322,613

$66,991

$73,483

$76,427

$73,917

$77,895

$81,805

$88,875

$88,238

$871,668

Gross Profit

2016 Vertex42 LLC.

$16.24

Total Gross Profit

http://www.vertex42.com/ExcelTemplates/sales-forecast.html

Year-to-Year Comparison
Yr 2 vs Yr 1

Yr 3 vs Yr 2

% Change

% Change

Product/Service A

11%

18%

Product/Service B

28%

24%

Product/Service C

20%

26%

Difference

Difference

Product/Service A

$0.00

$0.00

Product/Service B

$0.00

$0.00

Product/Service C

$5.00

$5.00

Difference

Difference

Product/Service A

-1%

0%

Product/Service B

-2%

-2%

Product/Service C

-6%

1%

Units Sold

Unit Price

Sales Growth Rate

Revenue

Difference

Difference

Product/Service A

$14,493

$26,987

Product/Service B

$89,940

$97,435

Product/Service C

$58,118

$89,364

Total Revenue

$162,551

$213,785

Unit COGS

Difference

Difference

Product/Service A

($0.29)

($0.33)

Product/Service B

($0.05)

($0.04)

Product/Service C

($0.04)

($0.15)

Margin Per Unit

Difference

Difference

Product/Service A

$0.29

$0.33

Product/Service B

$0.05

$0.04

Product/Service C

$5.04

$5.15

Gross Profit

2016 Vertex42 LLC.

Difference

Difference

Product/Service A

$13,537

$24,437

Product/Service B

$73,340

$79,185

Product/Service C

$57,219

$88,588

Total Gross Profit

$144,096

$192,209
http://www.vertex42.com/ExcelTemplates/sales-forecast.html

Year 1: Units Sold

3500
3000

Year 1: Revenue

$50,000
$40,000

2500
2000

$30,000

1500
1000
500

$20,000

$0

$10,000

Feb-16 Apr-16 Jun-16 Aug-16 Oct-16 Dec-16

Jan-16 Mar-16 May-16 Jul-16 Sep-16 Nov-16

Product/Service A

$40,000

Product/Service B

Product/Service C

Year 1: Gross Profit

Product/Service A

20%

$20,000

0%

$10,000

-20%

$0

-40%

Feb-16 Apr-16 Jun-16 Aug-16 Oct-16 Dec-16

Jan-16 Mar-16 May-16 Jul-16 Sep-16 Nov-16

Product/Service C

Feb-16 Apr-16
Jun-16 Aug-16 Oct-16 Dec-16
Jan-16 Mar-16 May-16
Jul-16
Sep-16 Nov-16
Product/Service A

Product/Service B

Product/Service B

3-Year Units Sold

4500
4000
3500
3000
2500
2000
1500
1000
500
0

Product/Service A

$60,000

Product/Service B

Year 1: Grow th Rate

40%

$30,000

Product/Service A

Feb-16 Apr-16 Jun-16 Aug-16 Oct-16 Dec-16

Jan-16 Mar-16 May-16 Jul-16 Sep-16 Nov-16

Product/Service B

Product/Service C

3-Year Gross Profit

$50,000
$40,000
$30,000
$20,000
$10,000
$0

Product/Service A

40%

Product/Service B

Product/Service C

3-Year Growth Rate

30%
2016 Vertex42
20% LLC.

10%

http://www.vertex42.com/ExcelTemplates/sales-forecast.html

3-Year Growth Rate

40%
30%
20%
10%
0%
-10%
-20%
-30%
-40%

Product/Service A

2016 Vertex42 LLC.

Product/Service B

Product/Service C

http://www.vertex42.com/ExcelTemplates/sales-forecast.html

Sales Forecast Template

By Vertex42.com
http://www.vertex42.com/ExcelTemplates/sales-forecast.html

2016 Vertex42 LLC

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