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Spreadsheet · Digital download

Sales Forecast and Goal Tracker

Sales goal and forecast spreadsheet for small teams: monthly goals by salesperson, sales log, weighted pipeline, attainment, win rates, product mix and a full-year forecast.

PDFXLSX4 files638 KB
Price $29.99USD

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  • Secure checkout by Stripe.
  • Version 1.0.0 · updated Nov 9, 2026.

Description

A sales goal only helps if everyone can see where they stand each month, and if the forecast is built from real deals rather than hope. This workbook does both for small teams of 1–10 salespeople.

Set the annual goal and split it by month (seasonal weights or even) and by salesperson (share of goal). Log closed sales with a list-price lookup and discounts (up to 1,000 rows), and keep a pipeline of up to 300 deals with stage probabilities, weighted values and flags for deals past their close date. The Monthly Tracker shows goal vs actual, cumulative pace, weighted pipeline and a forecast for every month: actuals for past months, actual plus weighted pipeline for the current month, and your baseline of repeat sales plus weighted pipeline for the rest of the year. The Rep Scorecard gives each person's year-to-date goal, attainment and status, pipeline, win rate, average sale and forecast. Product Mix shows sales by quarter, share, units and average selling price against list. The Dashboard adds pipeline coverage and two charts.

Included: worked-example and blank workbooks (8 sheets, 4,071 formulas; the example is a fictional sign and print shop with 4 salespeople, 277 sales and 145 deals), plus a 4-page PDF guide in US Letter and A4. Google Sheets copy: pending.

General information for planning, not financial advice.

Who it's for: Owners and sales leads at small B2B and service businesses: sign and print shops, agencies, contractors, distributors, IT and professional services..

Included files

  • sales-forecast-and-goal-tracker-v1.0.0-all-files.zipAll files in one ZIP (includes licence)ZIP
  • Sales-Forecast-and-Goal-Tracker-Example.xlsxWorkbook with a fictional sign and print shop's goals, sales and pipeline: 8 sheets, 4,071 formulasXLSX
  • Sales-Forecast-and-Goal-Tracker-Blank.xlsxBlank workbook ready for your goal, team, products and dealsXLSX
  • Sales-Forecast-and-Goal-Tracker-Guide-Letter.pdfPDF guide: quick start, how goals and the forecast work, worked example, sales meeting checklist (US Letter, 4 pages)PDF
  • Sales-Forecast-and-Goal-Tracker-Guide-A4.pdfPDF guide (A4, 4 pages)PDF
  • LICENCE.txtLicence summaryTXT
  • Plus a single ZIP with every file and the licence (435 KB).

How to use

Open the blank .xlsx and read Start Here. Set the goal, team, products, stage probabilities and seasonality on Settings, log sales on Sales Log, keep Pipeline current, and review the Monthly Tracker, Rep Scorecard and Dashboard.

Customer reviews

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Frequently asked questions

Is this a physical product?

No. This is a digital download. Nothing is shipped — you download the files from your account after purchase.

How do I get my files?

After payment, go to My Downloads in your account. Your purchase stays available there to re-download.

What can I do with it?

Use for yourself, your household or your own business. Print unlimited copies for that use. No reselling or sharing the files.

How is the forecast calculated?

Past months use actual sales. The current month adds the weighted pipeline closing that month. Later months use your baseline of repeat sales plus the weighted pipeline closing in each month.

Do won deals count twice?

No. Only Open deals count in the forecast; log won deals as sales. Won and Lost stages are used for win rates.

Can I use it on my own?

Yes. Add yourself as the only salesperson with a 100% share.

Which apps has it been tested in?

LibreOffice Calc (recalculated and checked against expected values). Not tested in Excel, Google Sheets or Numbers.

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