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Sales Forecasting Template: Quarter One
Sales Forecasting Template: Quarter One
Quarter One
Q1 Total
Quarter Two
Quarter Three
Q3 Total
Quarter Four
Grand Total
s Forecasting Template
$340,000
$340,000
$1,360,000
$176,250
$176,250
$705,000
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
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!
oodbye to tedious logging, formula fixing and manual data entry in Excel?
HubSpot CRM automates the tasks you hate, so staying organized is effortless.