Sales Forecast (12 Months)

Enter your Company Name here

Fiscal Year Begins Jun-05

12-month Sales Forecast Sales History
Current
Month
Annual Ending
Jun-05 Jul-05 Aug-05 Sep-05 Oct-05 Nov-05 Dec-05 Jan-06 Feb-06 Mar-06 Apr-06 May-06 Totals mm/yy 2004 2003 2002
Cat 1 units sold 0
Sale price @ unit
Cat 1 TOTAL 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0

Cat 2 units sold Notes on Preparation 0

Sale price @ unit
Cat 2 TOTAL 0 0 0 You
0 may want 0 to print0this information
0 to0use as reference
0 later.
0 To delete
0 these 0instructions,
0 click the0border of0 0 0
this text box and then press the DELETE key.
Cat 3 units sold 0
Sale price @ unit Forecasting sales of your product or service is the starting point for the financial projections. The sales forecast is the
Cat 3 TOTAL 0 0 0 key0 to the whole
0 financial
0 plan, so0it is important
0 to use0realistic estimates.
0 Divide
0 your0projected 0monthly sales
0 into 0 0 0
"Categories", which are natural divisions that make sense for your type of business. Typical categories might be:
Cat 4 units sold product lines, departments, branch locations, customer groups, geographical territories, or contracts. 0
Sale price @ unit Enter the actual category names in the first column, replacing the existing "cat.1, cat.2", etc. Enter annual sales, by
Cat 4 TOTAL 0 0 0 category,
0 in the
0 four "Sales
0 History"
0 columns0on the right
0 side of the
0 sheet. (Startup
0 businesses
0 may
0 delete this
0 section.)0 0 0
Study your past sales records in detail. Note seasonal or other periodic fluctuations; determine what caused them and
Cat 5 units sold when they are expected to recur. Be sure to build these fluctuations into your projections for the coming
0 year. You may
Sale price @ unit forecast sales in dollars using the rows labeled "Total". Or, if you prefer, you may enter sales in units, then indicate the
Cat 5 TOTAL 0 0 0 sales
0 price per 0 (@) unit,0 and the spreadsheet
0 0 will automatically
0 calculate
0 the0 dollar sales
0 volume.0 0 0 0 0

Cat 6 units sold 0

Sale price @ unit
Cat 6 TOTAL 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0

Cat 7 units sold 0

Sale price @ unit
Cat 7 TOTAL 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Monthly totals:
All Categories 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0