Free Sales Forecasting Template

Looking to get better handle on your sales forecasting but not yet ready for the CRM? This sales forecasting template is just for you.

Free Sales Forecasting Template Download The Excel Sheet

What can you do with this Forecasting template?

Build your sales pipeline Track all sales activities Built-in email Sales insights
  • Build your sales pipeline

    Track all your sales deals and activities for all customers in one place. You can automate it too. The software’s intuitive interface allows you to visualize and manage your full sales pipeline and forecasting – all on one screen.

  • Track on all sales activities

  • Built-in email

  • Make informed decisions using sales insights

  • Build your sales pipeline

    Build your sales pipeline

    Track all your sales deals and activities for all customers in one place. You can automate it too. The software’s intuitive interface allows you to visualize and manage your full sales pipeline and forecasting – all on one screen.

  • Track all sales activities

    Track on all sales activities

    Save time from grunt work of logging sales activities manually. Salesmate will automatically log emails, calls, and meetings, leaving more time on your day.

  • Built-in email

    Built-in email

    Use Salesmate’s in-built email tracking, and automation capabilities to interact with prospects and customers. Send bulk emails, track the opened emails and also streamline the communication.

  • Sales insights

    Make informed decisions using sales insights

    Do you know how accurate are your sales forecasts? Which sales reps are performing well and what activities results into sales? Improve sales performance using Salesmate’s built-in sales reports and dashboards or build your own.

Not enough? Here is more

Happy & Growing Customers
Ian Ray

Fantastic value for a CRM platform with easy staff onboarding and great back-end webhook integration support.

Ian Ray

CTO – Airshark

Jacqui Sabo

We can see our pipeline, including the sales process stages and the dollar volume at each stage. Since our inception 90 days ago, our pipeline has grown 100%

Jacqui Sabo

Vice President - Faciliteq

Johnny F. Beig

It’s very user-friendly, easy to navigate, and simple to use. Not much training is involved for the new staff to get them off the ground. I like how stages are set and we can move the deals accordingly!

Johnny Beig

CEO - Alanic International

brittany

I’ve been using this platform for over a month now and have seen my productivity double!

Brittany Canaski

Director of Partnerships

Improved sales effectiveness. It’s got everything we need, works efficiently and it is affordable. The team picked this over all of the others and they’re using it. Great sales app.

Robert Allen

Principal - RKA Ventures, LLC

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