Free Sales Projection Template

Organize projected sales for specific projects by customer divisions and use the dashboard for visibility into revenue projection.

Improved Forecast Accuracy

Leverage data on customer divisions, projects, projected sales and winning probability to accurately forecast project sales revenue by month.

Strategic Resource Allocation

Gain insights into cost and revenue potential of your projects, empowering you to allocate resources strategically and maximize return on investment.

Minimize uncertainty across the Fiscal Year

Optimize your scenario analysis and make proactive adjustments based on projected sales and revenue to ensure success across projects and fiscal year performance.

Frequently Asked Questions

A. Yes. This Sales Projection template is totally free and yours to keep forever.
A. Use this template to manage and organize your projects and their projected sales by customer division. This template also includes a dashboard that helps you easily visualize your monthly revenue projection by fiscal year and by customer division based on the projected sales data.
A. Since the Template was specifically designed for Excel, we don’t recommend that you open the Template in Google Sheets. The formulas and formatting may not work in Google Sheets.
A. Nope. All you need is Microsoft Excel.
A. We’re happy you asked. Vena is the only Native Excel Complete Planning platform. Over 1,200 organizations of all sizes power their Plan To Grow™ with Vena.

Download Your Free Template

Download your free Excel template and start getting more time back in your day so you can focus on planning for tomorrow.

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