Sales Forecast Worksheet   Return To Tutorial              
                       
 
    Credits:                
      This sales forecast worksheet  was patterned from a template published by cortrapar.com.    
                       
      Instructions                
      This worksheet is where you enter your estimated or historical sales data.        
                       
      There are two methods that you can use to prepare your Sales Estimate.        
      (1)  Simple Sales Estimate              
      (2)  Sales Estimate Using Historical Data            
                       
      The simple method only requires you to estimate your sales for the number of periods that you    
      want to prepare a projection for.            
                       
      The historical data method requires you to enter sales amounts from your prior financial statements.    
Introduction                      
Cash Projection Worksheet   Month 1 represents the beginning month of your projections.          
Cash Payments Worksheet   If your beginning month is April for example, enter your April figures in Month 1,      
Weekly Forecast Worksheet   your May figures in Month 2, and so on in the yellow highlighted areas.        
Charts Worksheet                      
      Note: Only use one method to prepare your sales estimates.        
                       
Sales Estimates    
Simple Sales Estimate
If you want to use the Simple Method enter a T (stands for True) in the box below and fill in the monthly amounts in the Simple Sales Forecast.
If you want to use the Historical Method enter a F (stands for False) and enter the number of years of historical data between 1-5
located in the Sales Estimated Using Historical Data Section that you want to enter and use for your sales forecast.
Then enter the monthly historical amounts for the months and years in the Sales History Forecast.
 
Use Simple Sales Forecast   F
( Enter T or F)      
       
       
Simple Sales Forecast    
       
Month     Amount
Month 1      
Month 2      
Month 3      
Month 4      
Month 5      
Month 6      
Month 7      
Month 8      
Month 9      
Month 10      
Month 11      
Month 12      
      Total
Forecast:
       
Note: If you enter your sales data in the simple estimate above you do not need to enter any other data below.
Sales Estimated Using Historical Data
Instructions: (1) Enter Number of Years of Historical Sales Information that you want to enter. (2) Enter sales in  whole dollars in the yellow user areas. (3) Enter your opinion of your anticipated business-cycle conditions in the small yellow box.
Definition - Seasonality:  Ups and downs in sales each period (month)  that occur during a 12-month period
Definition -
Business Cycle: Forecaster's Estimate of whether Future Sales Will Increase or Decrease
Definition -
Secular Trend: Upward or downward long-term trend
Number Of Years     2
   
Sales History Forecast
              Forecaster's Current-Condition Business Cycle Opinion Factor (Default = 100%):  100%
   
Months Instructions     2 Yrs Ago 1 Yr Ago Average: Seasonality
Factor:
Monthly
Forecasts:
Month 1                
Month 2                
Month 3                
Month 4                
Month 5                
Month 6                
Month 7                
Month 8                
Month 9                
Month 10                
Month 11                
Month 12                
Average               Annual Total
Forecast:
Total                
Secular
Trend
Factor
            Secular Trend
Factor
Prediction:
 
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