Review criteria
- +Weighted forecast by probability and stage
- +Monthly and quarterly roll-ups
- +Best-case vs. committed views
- +Works in Google Sheets and Excel
Sales Forecast in Sales & CRM
The Sales Forecast is a copy-ready spreadsheet for sales & crm that tracks deals, probability, close date, weighted forecast. It opens unchanged in both Google Sheets and Excel, needs no add-ons or macros, and takes about 15 minutes to set up.
Last updated: August 2026
Excel workbook · opens in Google Sheets · 3 tabs · no sign-up
Try it before you download
Live preview of “Sales Forecast”
Change any white cell; grey cells recalculate the way they will in Excel or Google Sheets. Nothing you type leaves this page.
Loading preview…
you type calculated needs attention getting close
Get this template
What’s inside “Sales Forecast”
Tabs: How to use · Deals · ForecastFormat: Excel (.xlsx) · opens in Google SheetsSetup: About 15 minutesColumns: 9
Columns (grey = calculated for you)
- Deal
- Account
- Owner
- Stage
- Amount
- Probability
- Close date
- Weighted
- Quarter
- Open the Deals tab and replace the sample rows with your own — one row per entry. Formulas fill in automatically for new rows.
- Give every open deal an amount, stage, probability and expected close date. Set Won to 100% and Lost to 0%.
- The Forecast tab shows won, committed, weighted and best-case numbers, plus weighted totals by calendar quarter.
- Using Google Sheets? Upload the file to Google Drive, then open it with Google Sheets (or File → Import in an open sheet). Formulas, dropdowns and highlights carry over.
The file opens locally on your device — nothing is uploaded, and you own the copy outright.
Sales Forecast
About this template
It is built for people who want results without another subscription: reps and managers forecasting a quarter. The whole template is free to copy — there is no paid tier. Because it is a plain spreadsheet, you own your data outright and can shape every column to how you actually work.
Review evidence
What to verify before choosing Sales Forecast
Use the review criteria below to decide whether this template fits your workflow.
Often worth considering when
- +Reps and managers forecasting a quarter
- +Small teams without a CRM forecast module
Pause before choosing when
- -Enterprise forecasting needing CRM integration
- -Automated pipeline data feeds
About Sales & CRM
Why people consider this option
- +Run a sales pipeline without paying per-seat for a CRM
- +See deal stages, values, and forecast in one sheet
- +Customize stages to your actual sales process
What to review before acting
- -No automation, email logging, or reminders like a real CRM
- -Teams outgrow a shared sheet as deal volume climbs
Trust FAQ
Questions people ask before copying a template
Does the Sales Forecast work in both Google Sheets and Excel?
Yes. It is built with standard functions and no macros, so it opens and works the same in Google Sheets or Microsoft Excel — on desktop or your phone.
Is the Sales Forecast really free?
The core template is free to copy and use. There is no paid tier — download the Excel workbook, replace the sample rows with your own, and you are ready to work.
What does the Sales Forecast track?
It tracks deals, probability, close date, weighted forecast. The workbook comes with these columns plus the formulas, dropdowns and highlights already set up. Replace the sample rows and the totals update as you go.