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SALES FORECAST 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 ente
ente
and
and gross profit percentages for each product category and all the other calculations are automatically updated. TT
gross profit percentages for each product category and all the other calculations are automatically updated.
categories
categories but
but you
you can
can add
add additional
additional product
product categories
categories by
by simply
simply inserting
inserting thethe appropriate
appropriate number
number of
of rows
rows in
in each
each sec
sec
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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, selling
selling prices
prices
lations are automatically updated. The template includes five default
lations are automatically updated. The template includes five default product product
propriate number
ppropriate number of
of rows
rows in
in each
each section
section ofof the
the sales
sales forecast.
forecast.

which
which features
features accounting
accounting in
in Excel,
Excel, financial
financial statements,
statements, management
management accounts,
accounts,
hly payroll and a lot more.
hly payroll and a lot more.

plates!

te the link
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 month
volumes, selling prices and gross profit percentages for each product category and all the other calculations are automatically upda
template includes five default product categories but you can add additional product categories by simply inserting the appropriate nu
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 oth
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
accordance with the regional settings that are specified in the System Control Panel into this cell and all the other monthly periods
amended accordingly.

The monthly sales volumes, selling prices and gross profit percentages also need to be entered. All other amounts are automatically cal
Note that the monthly cost of sales amounts are determined by calculating the monthly gross profit amounts based on the gros
percentages that have been specified and the monthly sales amounts that have been calculated and then deducting these gross profit a
from the monthly sales amounts.

If you require additional product categories, we recommend inserting the required number of additional rows anywhere between the
last product categories in each section of the sales forecast and then copying the existing formulas from one of the default product c
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 form
order to ensure that formulas are copied accurately.

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Sales Forecast
© www.excel-skills.com
month 1 month 2 month 3 month 4 month 5 month 6 month 7 month 8 month 9 month 10 month 11 month 12 year 1
Mar-2020 Apr-2020 May-2020 Jun-2020 Jul-2020 Aug-2020 Sep-2020 Oct-2020 Nov-2020 Dec-2020 Jan-2021 Feb-2021 Total
Volume 500 500 500 500 500 500 500 500 500 500 500 500 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
Selling Price 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
Sales 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
Cost of Sales 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
Gross Profit 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 3,900
Gross Profit % 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 17 month 18 month 19 month 20 month 21 month 22 month 23 month 24 year 2
Mar-2021 Apr-2021 May-2021 Jun-2021 Jul-2021 Aug-2021 Sep-2021 Oct-2021 Nov-2021 Dec-2021 Jan-2022 Feb-2022 Total
Volume 750 750 750 750 750 750 750 750 750 750 750 750 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
Selling Price 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
Sales 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
Cost of Sales 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
Gross Profit 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 7,884
Gross Profit % 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 29 month 30 month 31 month 32 month 33 month 34 month 35 month 36 year 3
Mar-2022 Apr-2022 May-2022 Jun-2022 Jul-2022 Aug-2022 Sep-2022 Oct-2022 Nov-2022 Dec-2022 Jan-2023 Feb-2023 Total
Volume 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 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
Selling Price 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
Sales 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
Cost of Sales 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
Gross Profit 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
Gross Profit % 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%

Page 6 of 6