Resource
SpreadsheetSales Forecasting
Tool
Use this spreadsheet to forecast new revenue and total revenue by combining expected deals, current revenue, pipeline, and stage probabilities.
Preview the forecasting tool
LockedSales Forecasting Tool
A sales-ops forecasting spreadsheet for estimating end-of-period revenue from expected new deals, current revenue, active pipeline, and close probabilities.
Revenue Forecast
Estimate both new revenue and total revenue by the end of the period.
Pipeline Inputs
Use active pipeline by stage and close probability by stage to make the forecast more grounded.
Quota Visibility
See more clearly whether the team is on pace to hit quota or needs changes.
Planning Decisions
Use the forecast to judge whether the team needs more time, better strategy, or more pipeline.
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What This Helps You Do
Forecast revenue with clearer pipeline assumptions
Better End-of-Period Visibility
Estimate where revenue is likely to land before the period ends.
Stronger Planning
Use pipeline, stage probability, and expected deals to inform strategy changes earlier.
Cleaner Quota Conversations
Ground forecast discussions in visible inputs instead of guesswork.
FAQ
Before you open the resource
What is the Sales Forecasting Tool used for?
It is used to estimate how much new revenue and total revenue the team is likely to produce by the end of a given period.
What inputs does the sales forecast require?
It uses expected new deals, average contract value, current revenue, active pipeline by stage, and close probability by stage.
Why is sales forecasting useful?
Because it helps teams see whether they are on pace to hit quota and whether they need more time, better strategy, or additional pipeline to reach the target.