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


excel templates for your business

What can you do with this Forecasting template?

With sales pipeline templates in-built inside your CRM system, you can fasttrack your sales processes without
wasting any time on manual tasks of creating a template. Deal tracking, planning your sales activities, and much
more- Salesmate is here to make your day more productive!

Track your sales deals

Track your sales deals

Start tracking new, in-progress and closed deals into this Excel template to build your own pipeline.

Forecast your sales revenue

Forecast your sales revenue

Do not let any deals fall through the cracks by continually monitoring them. Plan the clear next steps for each deal to increase your odds of winning.

Customize the Forecasting Weights

Customize the Forecasting Weights

You can customize the deal stages to emulate your sales process. Also, customize the winning probabilities of each deal stage for improving forecasting.

Report on Sales Trends

Report on Sales Trends

Know how many deals are lost, won, and in-progress, how many deals your sales reps are working on, and how much revenue the deals are yielding from each quarter.

The sales forecasting template is great during early stage of your business when every dollar counts. If you are handling more than
10 deals, we would recommend you to checkout our sales software, Salesmate. It lets you organize your sales pipeline, forecast
sales, and engage with customers in a snap. And it is very affordable.

Salesmate excel templates to make your business faster

It’s powerful, fun, and fully customizable
for your business

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.

Organize your sales process

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.
Track on all sales activities

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.
Built-in email

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.
Make informed decisions using sales insights

Build your sales pipeline
Track on all sales activities
Built-in email
Make informed decisions using sales insights

Not enough? Here is more

  • Simple drag-n-drop interface
  • Track Sales from Mobile Devices
  • Built-in email & calling
  • Affordable – starting at $12/month

Happy & Growing Customers

I have tried many CRM for my real estate business, and found none like Salesmate. Really impressed with its excellent features like email tracking, email scheduling, and workflow automation.

Andrew James
Andrew JamesChrome User

After trying over 30 different CRM software, I found everything I need in Salesmate without paying over the odds. It gives flexibility to customize. Besides, they have outstanding customer support too.

Brett Thomas
Brett Thomas Chrome User

Great CRM with more features than other CRMs that's triple the cost. Very user friendly interface, very friendly and responsive support

Alan Quan
Alan QuanAndroid

An absolutely outstanding CRM with built-in email and text scheduling / templates, extensive organization & customization capabilities, and robust workflow automation. And all at a great price! Very highly recommended!

Bruce Driggers
Bruce DriggersChrome User

The chrome plugin (Gmail CRM) of Salesmate has been a huge help. It's incredibly simple to use and super intuitive. The support is quick and precise. Would definitely recommend.

Nate Jones
Nate JonesChrome User
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