PA Data Analytics
Sales Intelligence

Predict Your Sales Before Month End

A month-end sales forecast and deal pipeline in one Excel workbook. See during the month whether you are on track to hit target, and how much you need to close each remaining selling day.

$19One-time purchase
Get the template See what's included

1 Excel workbook · 11 sheets · no macros

Sales forecast Excel dashboard showing the month-end forecast, likely range, on-track status against target and a revenue versus target chartSample dataOpen full size
Screenshot of the workbook with its fictional sample data.
The problem

Why this template exists

Most teams find out whether they hit the monthly sales target after the month has closed, when there is nothing left to do about it. What helps is knowing during the month: where you are likely to finish, how far that is from target, and how much you need to close each remaining selling day.

What the template does

What it does

  • Forecasts month-end sales by blending your current daily run rate with your probability-weighted pipeline, and shows a likely range from conservative to optimistic.
  • Shows whether you are on track against the monthly target, the gap still to close and the sales needed per remaining selling day.
  • Counts selling days from your working week and any public holidays you list.
  • Deal pipeline table where probability, weighted value, follow-up status and days idle calculate automatically.
  • Follow-up log for calls, emails, demos and proposals.
  • Won/lost analysis by reason with the revenue impact, and rep performance: conversion, open pipeline, weighted forecast, activity and overdue follow-ups.
  • Monthly summary and a 24-month target sheet with attainment and month-on-month growth.
  • A Forecast Engine sheet that shows every step of the calculation, so any number can be traced back to the deals behind it.
Product preview

Inside the workbook

Screenshots from the workbook, shown with its fictional sample data.

Forecast Engine sheet showing the forecast methods, month-end forecast and target check step by stepOpen full size
Forecast Engine: the forecast methods and the month-end result, laid out step by step so every number can be traced.
Rep performance table and charts comparing weighted forecast and conversion rate for each salespersonOpen full size
Rep Performance: open pipeline, weighted forecast, conversion rate and overdue follow-ups for each salesperson.
Won and lost analysis table by reason with a revenue won versus lost chartOpen full size
Won/Lost Analysis: why deals are won or lost, and the revenue behind each reason.
What's included

What you receive

  • 1 Excel workbook (.xlsx) with 11 sheets: Start Here, Executive Dashboard, Setup, Targets, Forecast Engine, Monthly Summary, Deals Pipeline, Follow-up Log, Contacts & Accounts, Won-Lost Analysis and Rep Performance
  • 6 built-in charts
  • A Start Here sheet with a four-step quick start
  • Automatic calculations throughout; no macros

Who it's for

  • Founders and sales managers working to a monthly revenue target
  • Small B2B sales teams tracking their pipeline in spreadsheets
  • Team leads who want to compare reps on pipeline, conversion and follow-ups
How it works

Three steps

  1. Purchase

    Buy the template on Gumroad for $19, a one-time payment.

  2. Download

    Download the Excel workbook straight away. The Start Here sheet estimates about five minutes to set up.

  3. Add your own data

    Set your currency, working week and reps on Setup, enter monthly targets on Targets, then add deals to the Deals Pipeline.

Questions

Frequently asked questions

What format is the product?

A single Excel workbook (.xlsx) with 11 sheets.

Is this a one-time purchase or a subscription?

A one-time purchase of $19. There is no subscription.

Do I need Excel?

You need Microsoft Excel. The workbook contains no macros and uses standard Excel functions. It has not been tested in Google Sheets or other spreadsheet apps, so we can't promise it will work there.

Can I edit the template?

Yes. Input cells are clearly marked, and lists and settings can be changed. Cells that contain formulas are best left alone, because editing them can break the calculations.

Does it work with my own data?

Set your currency, working week and reps on Setup, enter monthly targets on Targets, then add deals to the Deals Pipeline.

What do I receive after purchase?

Gumroad gives you an instant download link for the Excel file.

Predict Your Sales Before Month End

Month-end sales forecast, target status and a deal pipeline in one Excel workbook. $19, one-time purchase.

Get the template

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