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
brittany

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

Brittany Canaski

Director of Partnerships

Eric Griego

If you are looking for an intuitive, lightweight, and customizable sales platform, you have to get a demo from the Salesmate team.

Eric Griego

VP, Business Development – HoldMyTicket

paul H

The ability to customise this software to do exactly what you want is incredible, it can create workflows so repetitive literally the support will set it up to copy and routine / field you want.

Paul H

CEO - Printing

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

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