Sales Forecast Workbook

The quarterly sales forecast is one of the most important topics in every board meeting. Unfortunately, CEOs, CFOs, and sales leaders often struggle to present this data in an effective manner.

This template is designed for early-stage SaaS companies to clearly and consistently communicate to their board:

• Opportunities that have closed

• Range of end-of-quarter scenarios — based on forecast categories and relative to a financial plan

• Opportunities that were pushed/lost and why

If you have suggestions for improving the template, please contact us.

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Last updated: 05-13-2022