Sales Forecast Template
Forecast sales growth with precision: leads, conversion rates, headcount, commission and tools.
Why use this template?
Over the years, we have gone through 4 VPs of Sales at our venture-backed, B2B SaaS company. None of them were good at preparing a sales forecast.
The most common way they forecasted sales was to set a new business revenue goal for the year. Assign a quota to a sales rep. Then multiply the quota by the number of sales reps it would take to produce our new business goal.
At our peak, we doubled our team size from 15 sales reps to 30 within 6 months. And we missed our number big time. We wasted millions of dollars on unproductive sales reps and sales operations personnel.
From then on, we forecasted sales differently. We always started with the marketing forecast to calculate how many leads we expected to generate for the sales team. Then hired against that plan.
I hope this template saves you from wasting precious capital and increases the likelihood of hitting your growth goals.
What's inside the template
Click "Add to Cart" on the right. Then checkout to use this Sales Forecast template with multiple bonus templates. You will immediately receive a link to the Google Sheet, which you can also convert into an excel file.
The template includes the following tabs:
- Instructions: instructions on how to use this template most effectively.
- Growth Scenario Planner: a way to project high level growth rates and determine top of the funnel inputs required to achieve your goals.
- Sales Budget Summary: a summary view of your total sales budget, which includes headcount, tools, paid campaigns and commissions.
- Sales Forecast Template: a template for how leads will flow through to your sales team, how they convert them into revenue and how many reps you'll need to hire.
- BONUS Go-to-Market Checklist: a step by step list of activities to complete when going to market with a new product.
How to use this template
Here's how I recommend you develop your sales forecast using this template:
- First, review the contents of this template. Review each tab to familiarize yourself with the information.
- Experiment with different growth scenarios using the Growth Scenario Planner.
- Once you choose your growth goals, use our Marketing Budget Template to forecast demand.
- Then copy and paste the lead numbers into the Sales Forecast Template.
- Input your conversion metrics, rep productivity metrics, and build your hiring plan.
- Lastly, summarize your total Sales Budget in the Summary tab including headcount, commission, tools and paid sales campaigns.
Click “Add to Cart” on the right and then checkout. You will immediately receive a link to the Google Sheet.
If you run a go-to-market team at a B2B SaaS company, check out these templates as well:
VP of Marketing Playbook
Everything you need to run marketing at a venture-backed SaaS company.
VP of Sales Playbook
Everything you need to run sales at a venture-backed SaaS company.
Click "Add to Cart" below. When you checkout, you will immediately receive an email with a link to download
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Top reviews from SaaS Executives
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
Our Resources
Our templates give you complete flexibility to choose exactly what you need to unlock growth. Whether it’s defining your ICP, mapping the buyer journey, optimizing your sales process, or building forecasts—our templates make it easy to get started fast and execute with precision.
Our go-to-market playbooks are designed to guide executives from a place of uncertainty to hitting aggressive sales and marketing goals. Each playbook is a step-by-step roadmap built to help you confidently navigate the most critical growth stages and scale your business.
Work with us to develop a custom sales and marketing playbook tailored specifically to your company. We’ll collaborate with you to define a winning strategy and tactics, leaving you laser-focused on execution and results. No guesswork—just clear, actionable steps designed for growth.
