Monthly Sales Report And Forecast Template For Excel

Last updated on November 10th, 2023

If you are involved in sales and get incentives for your figures, then you know how important it is to create accurate and timely monthly sales reports. As a sales agent, you need to be able to meet sales goals, as well as predict your sales in the succeeding months based on the sales trends. This ensures that you can prepare as well as double up your sales efforts especially during lean months.

Readymade Excel Template for Making Monthly Sales Report & Forecast

To help you create a complete and professional-looking monthly sales report, you can use this Monthly Sales Report and Forecast Template for Excel. Not only will you be able to send your bosses or managers your sales figures, you can also be able to forecast expected sales figures in the future.

This template is free to download and use for all your monthly sales report and forecast needs. This means you can use it as many times as you need, simply update the necessary fields in the Excel template.

This template features three worksheet tabs, such as Data Entry, Sales Report, and Sales Forecast. The Data Entry sheet allows you to enter all details such as Date, Company, Amount, Planned, Cost, Revenue, Month, Quarter, Year, and Totals. You can enter as many items as you need, making the template suitable for small to large companies.

Sales Dashboard Template

Sales dashboards are one of the most popular sales data visualization tools for daily business. With a sales dashboard, you can see the big picture of your performance and observe what’s happening in your market. Because your business may become a blind spot and analyzing sales is always crucial. Someka offers this Sales Dashboard Excel Template in order to automatize your sales analysis and reporting process.

Go to Excel Sales Dashboard Template

Let the Built In Formula Take Care of Your Data Calculations

The Sales Report separates the date in the Data Entry sheet and displays it in a summary format, making it easy for you to see your sales according to given categories and within specific time frames. Here, you can view data and sort through Year, Quarter, Month, Company, and then see the Total Sales per category.

Lastly, the Sales Forecast shows the actual sales for the month, the plan or goal, variance, percentage, sales year-to-date (YTD), YTD plan, YTD variance, and YTD percentage. Having this forecast enables you to look ahead, plan, and prepare your sales tactics in order to make the most of your marketing and sales efforts, therefore reaching your quotas or even exceeding them.