Prepared by: Date:

{Enter your name or business name here} 18 October 2021

Budget sales forecast template

Quarter: Q1 Q2 Q3 Q4 Total

Sales
Number of customers 0 0 0 0 0
Average sale per customer $ - $ - $ - $ - $ -
Total Sales $ - $ - $ - $ - $ -

Average cost per sale $ - $ - $ - $ - $ -

Gross Profit $ - $ - $ - $ - $ -

Overheads
Accounting $ - $ - $ - $ - $ -
Bank Fees $ - $ - $ - $ - $ -
Cleaning $ - $ - $ - $ - $ -
Freight and postage $ - $ - $ - $ - $ -
Insurance $ - $ - $ - $ - $ -
Interest $ - $ - $ - $ - $ -
Marketing and advertising $ - $ - $ - $ - $ -
Materials and stock $ - $ - $ - $ - $ -
Motor vehicle expenses $ - $ - $ - $ - $ -
Power $ - $ - $ - $ - $ -
Rent $ - $ - $ - $ - $ -
Repairs and maintenance $ - $ - $ - $ - $ -
Salaries and employee expenses $ - $ - $ - $ - $ -
Stationery $ - $ - $ - $ - $ -
Subscriptions $ - $ - $ - $ - $ -
Tax $ - $ - $ - $ - $ -
Telephone $ - $ - $ - $ - $ -
Uniforms $ - $ - $ - $ - $ -
Website hosting and maintenance $ - $ - $ - $ - $ -
Other $ - $ - $ - $ - $ -
Other $ - $ - $ - $ - $ -
Other $ - $ - $ - $ - $ -
Other $ - $ - $ - $ - $ -
Total Overheads $ - $ - $ - $ - $ -

Net Profit $ - $ - $ - $ - $ -

Copyright © The Small Business Company Limited. All rights reserved.

 Budget sales forecast
The budget sales forecast template will help you project your sales, cost of sales, and overheads for each quarter
of the calendar year. It will also display your projected gross and net profits for each quarter – and for the year.

Sales
Begin with the first quarter and enter your estimated number of customers and the average sale per customer.
Next, input your average cost per sale. The total sales and gross profit figures will be automatically calculated by
the template.

Overheads
Add in each of your overhead figures for the quarter. Don’t worry if your business doesn’t have some of the
suggested monthly overheads – just enter figures that are relevant, using the ‘other’ boxes for any additional
costs.

Your total overheads and net profit will be calculated automatically by the template.

Continue entering your sales and cost forecast figures for the other three quarters. The far-right ‘total’ column will
be calculated by the template, giving you an annual forecast.

Please note: This is a guide only and should neither replace competent advice nor be taken, or relied upon, as financial or
professional advice. Seek professional advice before making any decision that could affect your business.

In association with The Small Business Company Limited. www.tsbc.com

Copyright © The Small Business Company Limited. All rights reserved.