Excel Skills - Sales Forecast Template: Instructions

Excel Skills | Sales Forecast Template
Instructions
www.excel-skills.com
This template can be used to compile a basic monthly sales forecast for a three year period. Users are required to
enter the monthly sales volumes, selling prices and gross profit percentages for each product category and all the
other calculations are automatically updated. The template includes five default product categories but you can add
additional product categories by simply inserting the appropriate number of rows in each section of the sales forecast.
Note: All the cells on the SalesForecast sheet that require user input have been highlighted with a yellow cell
background. All the other cells contain formulas and are therefore automatically updated.
The monthly periods that are included in the sales forecast are determined by the date that is entered in cell B4. You
can enter any date in accordance with the regional settings that are specified in the System Control Panel into this cell
and all the other monthly periods will be amended accordingly.
The monthly sales volumes, selling prices and gross profit percentages also need to be entered. All other amounts are
automatically calculated. Note that the monthly cost of sales amounts are determined by calculating the monthly gross
profit amounts based on the gross profit percentages that have been specified and the monthly sales amounts that
have been calculated and then deducting these gross profit amounts from the monthly sales amounts.
If you require additional product categories, we recommend inserting the required number of additional rows anywhere
between the first and last product categories in each section of the sales forecast and then copying the existing
formulas from one of the default product category rows in each section.
Note that the additional rows should be inserted into the same position in each section of the sales forecast before
copying the formulas in order to ensure that formulas are copied accurately.
Page 1 of 4
Sales Forecast
month 1
month 2
month 3
month 4
month 6
month 7
month 8
month 9
month 10
month 11
month 12
Mar-2010
500
Apr-2010
500
May-2010
500
Jun-2010
500
Jul-2010
500
Aug-2010
500
Sep-2010
500
Oct-2010
500
Nov-2010
500
Dec-2010
500
Jan-2011
500
Feb-2011
500
Total
6,000
Category 1
100
100
100
100
100
100
100
100
100
100
100
100
1,200
Category 2
100
100
100
100
100
100
100
100
100
100
100
100
1,200
Category 3
100
100
100
100
100
100
100
100
100
100
100
100
1,200
Category 4
100
100
100
100
100
100
100
100
100
100
100
100
1,200
Category 5
100
100
100
100
100
100
100
100
100
100
100
100
1,200
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
Category 1
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
Category 2
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
Category 3
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
Category 4
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
Category 5
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
5,000
5,000
5,000
5,000
5,000
5,000
5,000
5,000
5,000
5,000
5,000
5,000
60,000
Category 1
1,000
1,000
1,000
1,000
1,000
1,000
1,000
1,000
1,000
1,000
1,000
1,000
12,000
Category 2
1,000
1,000
1,000
1,000
1,000
1,000
1,000
1,000
1,000
1,000
1,000
1,000
12,000
Category 3
1,000
1,000
1,000
1,000
1,000
1,000
1,000
1,000
1,000
1,000
1,000
1,000
12,000
Category 4
1,000
1,000
1,000
1,000
1,000
1,000
1,000
1,000
1,000
1,000
1,000
1,000
12,000
Category 5
1,000
1,000
1,000
1,000
1,000
1,000
1,000
1,000
1,000
1,000
1,000
1,000
12,000
3,500
3,500
3,500
3,500
3,500
3,500
3,250
3,250
3,250
3,250
3,250
3,250
40,500
Category 1
700
700
700
700
700
700
650
650
650
650
650
650
8,100
Category 2
700
700
700
700
700
700
650
650
650
650
650
650
8,100
Category 3
700
700
700
700
700
700
650
650
650
650
650
650
8,100
Category 4
700
700
700
700
700
700
650
650
650
650
650
650
8,100
Category 5
700
700
700
700
700
700
650
650
650
650
650
650
8,100
1,500
1,500
1,500
1,500
1,500
1,500
1,750
1,750
1,750
1,750
1,750
1,750
19,500
Category 1
300
300
300
300
300
300
350
350
350
350
350
350
3,900
Category 2
300
300
300
300
300
300
350
350
350
350
350
350
3,900
Category 3
300
300
300
300
300
300
350
350
350
350
350
350
3,900
Category 4
300
300
300
300
300
300
350
350
350
350
350
350
3,900
Category 5
300
300
300
300
300
300
350
350
350
350
350
350
3,900
30.0%
30.0%
30.0%
30.0%
30.0%
30.0%
35.0%
35.0%
35.0%
35.0%
35.0%
35.0%
32.5%
Category 1
30.0%
30.0%
30.0%
30.0%
30.0%
30.0%
35.0%
35.0%
35.0%
35.0%
35.0%
35.0%
32.5%
Category 2
30.0%
30.0%
30.0%
30.0%
30.0%
30.0%
35.0%
35.0%
35.0%
35.0%
35.0%
35.0%
32.5%
Category 3
30.0%
30.0%
30.0%
30.0%
30.0%
30.0%
35.0%
35.0%
35.0%
35.0%
35.0%
35.0%
32.5%
Category 4
30.0%
30.0%
30.0%
30.0%
30.0%
30.0%
35.0%
35.0%
35.0%
35.0%
35.0%
35.0%
32.5%
Category 5
30.0%
30.0%
30.0%
30.0%
30.0%
30.0%
35.0%
35.0%
35.0%
35.0%
35.0%
35.0%
32.5%
Volume
Selling Price
Sales
Cost of Sales
Gross Profit
Gross Profit %
month 5
Page 2 of 4
year 1
Sales Forecast
month 13
month 14
month 15
month 16
month 18
month 19
month 20
month 21
month 22
month 23
month 24
Mar-2011
750
Apr-2011
750
May-2011
750
Jun-2011
750
Jul-2011
750
Aug-2011
750
Sep-2011
750
Oct-2011
750
Nov-2011
750
Dec-2011
750
Jan-2012
750
Feb-2012
750
Total
9,000
Category 1
150
150
150
150
150
150
150
150
150
150
150
150
1,800
Category 2
150
150
150
150
150
150
150
150
150
150
150
150
1,800
Category 3
150
150
150
150
150
150
150
150
150
150
150
150
1,800
Category 4
150
150
150
150
150
150
150
150
150
150
150
150
1,800
Category 5
150
150
150
150
150
150
150
150
150
150
150
150
1,800
12.00
12.00
12.00
12.00
12.00
12.00
12.00
12.00
12.00
12.00
12.00
12.00
12.00
Category 1
12.00
12.00
12.00
12.00
12.00
12.00
12.00
12.00
12.00
12.00
12.00
12.00
12.00
Category 2
12.00
12.00
12.00
12.00
12.00
12.00
12.00
12.00
12.00
12.00
12.00
12.00
12.00
Category 3
12.00
12.00
12.00
12.00
12.00
12.00
12.00
12.00
12.00
12.00
12.00
12.00
12.00
Category 4
12.00
12.00
12.00
12.00
12.00
12.00
12.00
12.00
12.00
12.00
12.00
12.00
12.00
Category 5
12.00
12.00
12.00
12.00
12.00
12.00
12.00
12.00
12.00
12.00
12.00
12.00
12.00
9,000
9,000
9,000
9,000
9,000
9,000
9,000
9,000
9,000
9,000
9,000
9,000
108,000
Category 1
1,800
1,800
1,800
1,800
1,800
1,800
1,800
1,800
1,800
1,800
1,800
1,800
21,600
Category 2
1,800
1,800
1,800
1,800
1,800
1,800
1,800
1,800
1,800
1,800
1,800
1,800
21,600
Category 3
1,800
1,800
1,800
1,800
1,800
1,800
1,800
1,800
1,800
1,800
1,800
1,800
21,600
Category 4
1,800
1,800
1,800
1,800
1,800
1,800
1,800
1,800
1,800
1,800
1,800
1,800
21,600
Category 5
1,800
1,800
1,800
1,800
1,800
1,800
1,800
1,800
1,800
1,800
1,800
1,800
21,600
5,850
5,850
5,850
5,850
5,850
5,850
5,580
5,580
5,580
5,580
5,580
5,580
68,580
Category 1
1,170
1,170
1,170
1,170
1,170
1,170
1,116
1,116
1,116
1,116
1,116
1,116
13,716
Category 2
1,170
1,170
1,170
1,170
1,170
1,170
1,116
1,116
1,116
1,116
1,116
1,116
13,716
Category 3
1,170
1,170
1,170
1,170
1,170
1,170
1,116
1,116
1,116
1,116
1,116
1,116
13,716
Category 4
1,170
1,170
1,170
1,170
1,170
1,170
1,116
1,116
1,116
1,116
1,116
1,116
13,716
Category 5
1,170
1,170
1,170
1,170
1,170
1,170
1,116
1,116
1,116
1,116
1,116
1,116
13,716
3,150
3,150
3,150
3,150
3,150
3,150
3,420
3,420
3,420
3,420
3,420
3,420
39,420
Category 1
630
630
630
630
630
630
684
684
684
684
684
684
7,884
Category 2
630
630
630
630
630
630
684
684
684
684
684
684
7,884
Category 3
630
630
630
630
630
630
684
684
684
684
684
684
7,884
Category 4
630
630
630
630
630
630
684
684
684
684
684
684
7,884
Category 5
630
630
630
630
630
630
684
684
684
684
684
684
7,884
35.0%
35.0%
35.0%
35.0%
35.0%
35.0%
38.0%
38.0%
38.0%
38.0%
38.0%
38.0%
36.5%
Category 1
35.0%
35.0%
35.0%
35.0%
35.0%
35.0%
38.0%
38.0%
38.0%
38.0%
38.0%
38.0%
36.5%
Category 2
35.0%
35.0%
35.0%
35.0%
35.0%
35.0%
38.0%
38.0%
38.0%
38.0%
38.0%
38.0%
36.5%
Category 3
35.0%
35.0%
35.0%
35.0%
35.0%
35.0%
38.0%
38.0%
38.0%
38.0%
38.0%
38.0%
36.5%
Category 4
35.0%
35.0%
35.0%
35.0%
35.0%
35.0%
38.0%
38.0%
38.0%
38.0%
38.0%
38.0%
36.5%
Category 5
35.0%
35.0%
35.0%
35.0%
35.0%
35.0%
38.0%
38.0%
38.0%
38.0%
38.0%
38.0%
36.5%
Volume
Selling Price
Sales
Cost of Sales
Gross Profit
Gross Profit %
month 17
Page 3 of 4
year 2
Sales Forecast
month 25
month 26
month 27
month 28
month 30
month 31
month 32
month 33
month 34
month 35
month 36
Mar-2012
1,000
Apr-2012
1,000
May-2012
1,000
Jun-2012
1,000
Jul-2012
1,000
Aug-2012
1,000
Sep-2012
1,000
Oct-2012
1,000
Nov-2012
1,000
Dec-2012
1,000
Jan-2013
1,000
Feb-2013
1,000
Total
12,000
Category 1
200
200
200
200
200
200
200
200
200
200
200
200
2,400
Category 2
200
200
200
200
200
200
200
200
200
200
200
200
2,400
Category 3
200
200
200
200
200
200
200
200
200
200
200
200
2,400
Category 4
200
200
200
200
200
200
200
200
200
200
200
200
2,400
Category 5
200
200
200
200
200
200
200
200
200
200
200
200
2,400
13.00
13.00
13.00
13.00
13.00
13.00
13.00
13.00
13.00
13.00
13.00
13.00
13.00
Category 1
13.00
13.00
13.00
13.00
13.00
13.00
13.00
13.00
13.00
13.00
13.00
13.00
13.00
Category 2
13.00
13.00
13.00
13.00
13.00
13.00
13.00
13.00
13.00
13.00
13.00
13.00
13.00
Category 3
13.00
13.00
13.00
13.00
13.00
13.00
13.00
13.00
13.00
13.00
13.00
13.00
13.00
Category 4
13.00
13.00
13.00
13.00
13.00
13.00
13.00
13.00
13.00
13.00
13.00
13.00
13.00
Category 5
13.00
13.00
13.00
13.00
13.00
13.00
13.00
13.00
13.00
13.00
13.00
13.00
13.00
13,000
13,000
13,000
13,000
13,000
13,000
13,000
13,000
13,000
13,000
13,000
13,000
156,000
Category 1
2,600
2,600
2,600
2,600
2,600
2,600
2,600
2,600
2,600
2,600
2,600
2,600
31,200
Category 2
2,600
2,600
2,600
2,600
2,600
2,600
2,600
2,600
2,600
2,600
2,600
2,600
31,200
Category 3
2,600
2,600
2,600
2,600
2,600
2,600
2,600
2,600
2,600
2,600
2,600
2,600
31,200
Category 4
2,600
2,600
2,600
2,600
2,600
2,600
2,600
2,600
2,600
2,600
2,600
2,600
31,200
Category 5
2,600
2,600
2,600
2,600
2,600
2,600
2,600
2,600
2,600
2,600
2,600
2,600
31,200
7,800
7,800
7,800
7,800
7,800
7,800
7,540
7,540
7,540
7,540
7,540
7,540
92,040
Category 1
1,560
1,560
1,560
1,560
1,560
1,560
1,508
1,508
1,508
1,508
1,508
1,508
18,408
Category 2
1,560
1,560
1,560
1,560
1,560
1,560
1,508
1,508
1,508
1,508
1,508
1,508
18,408
Category 3
1,560
1,560
1,560
1,560
1,560
1,560
1,508
1,508
1,508
1,508
1,508
1,508
18,408
Category 4
1,560
1,560
1,560
1,560
1,560
1,560
1,508
1,508
1,508
1,508
1,508
1,508
18,408
Category 5
1,560
1,560
1,560
1,560
1,560
1,560
1,508
1,508
1,508
1,508
1,508
1,508
18,408
5,200
5,200
5,200
5,200
5,200
5,200
5,460
5,460
5,460
5,460
5,460
5,460
63,960
Category 1
1,040
1,040
1,040
1,040
1,040
1,040
1,092
1,092
1,092
1,092
1,092
1,092
12,792
Category 2
1,040
1,040
1,040
1,040
1,040
1,040
1,092
1,092
1,092
1,092
1,092
1,092
12,792
Category 3
1,040
1,040
1,040
1,040
1,040
1,040
1,092
1,092
1,092
1,092
1,092
1,092
12,792
Category 4
1,040
1,040
1,040
1,040
1,040
1,040
1,092
1,092
1,092
1,092
1,092
1,092
12,792
Category 5
1,040
1,040
1,040
1,040
1,040
1,040
1,092
1,092
1,092
1,092
1,092
1,092
12,792
40.0%
40.0%
40.0%
40.0%
40.0%
40.0%
42.0%
42.0%
42.0%
42.0%
42.0%
42.0%
41.0%
Category 1
40.0%
40.0%
40.0%
40.0%
40.0%
40.0%
42.0%
42.0%
42.0%
42.0%
42.0%
42.0%
41.0%
Category 2
40.0%
40.0%
40.0%
40.0%
40.0%
40.0%
42.0%
42.0%
42.0%
42.0%
42.0%
42.0%
41.0%
Category 3
40.0%
40.0%
40.0%
40.0%
40.0%
40.0%
42.0%
42.0%
42.0%
42.0%
42.0%
42.0%
41.0%
Category 4
40.0%
40.0%
40.0%
40.0%
40.0%
40.0%
42.0%
42.0%
42.0%
42.0%
42.0%
42.0%
41.0%
Category 5
40.0%
40.0%
40.0%
40.0%
40.0%
40.0%
42.0%
42.0%
42.0%
42.0%
42.0%
42.0%
41.0%
Volume
Selling Price
Sales
Cost of Sales
Gross Profit
Gross Profit %
month 29
Page 4 of 4
year 3

Excel Skills - Sales Forecast Template: Instructions

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