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Sales Forecasting Tool

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Sales Forecasting Tool Powered By Docstoc
					Sales Forecasting Tool: Sales and Customer Service

(Instructions: The sales rep should fill in only the white cells. The blue cells either have text or formulas and should not be replaced.)

Representative:              Bill Hardy       Quota:            $ 20,000.00                                       Forecast
Month / Year                 Nov 2011         MTD Sold:         $ 5,250.00                     Current Week Forecast:               $ 6,000.00
Week of (Monday):               11/7          % to Quota:             26.3%                    Monthly Forecast:                    $ 21,500.00



Opportunities
                                                                 Product 1        Product 2       Product 3      Total Expected
   Account Name            Contact / Title         Phone                                                                                Lost ($)        Pushed ($)
                                                                Revenue ($)      Revenue ($)     Revenue ($)      Revenue ($)

ABC Company             John Smith / COO      555-555-5555      $    1,000.00   $ 2,000.00      $    3,000.00    $       6,000.00
XYZ Company             Jane Smith / Director 444-444-4444      $    2,000.00   $ 1,000.00      $    5,000.00    $       8,000.00
Acme Inc.                                     333-333-3333
                        Sue Longstreet / Manager                $         -     $      -        $         -      $            -     $    7,500.00
Buzz Corp.              Mark Reynolds / Buyer 222-222-2222      $         -     $      -        $         -      $            -                     $      6,075.00
Crest LLC               Phil Sommers / Owner111-111-1111        $      750.00   $ 1,500.00      $    3,000.00    $       5,250.00
                                                                                                                 $            -
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                                        Totals:         $   3,750.00   $ 4,500.00   $ 11,000.00       $   19,250.00

        Stuck               FA               25%            50%          Verbal
$                -      $         -     $    8,000.00   $         -    $ 6,000.00

Sold                    $    5,250.00
Active Opportunities    $   14,000.00
Lost                    $    7,500.00
Pushed                  $    6,075.00
Total Month Play        $   32,825.00
Req. Play (3 x Quota)   $   60,000.00             SHORT                                           \
Next Step                                            Status (drop
                       Next Step (action)
 (date)                                                 down)       Stuck       FA           25%        50% Verbal          Sold

12/10/2011 Closing appointment                        Verbal        $       -   $    -   $    -     $   -    $   6,000.00   $     -
                                                      25%
 12/5/2011 Talk with marketing / price adjustment needed            $       -   $    -   ########   $   -    $        -     $     -
                                                                    $       -   $    -   $    -     $   -    $        -     $     -
                                                                    $       -   $    -   $    -     $   -    $        -     $     -
                                                     Sold           $       -   $    -   $    -     $   -    $        -      ########
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$   -   $   -   $   -    $   -   $       -      $   -
$   -   $   -   $   -    $   -   $       -      $   -
$   -   $   -   $   -    $   -   $       -      $   -
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$   -   $   -   $   -    $   -   $       -      $   -
$   -   $   -   $   -    $   -   $       -      $   -


$   -   $   -   ######## $   -   $   6,000.00   ########
Lost        Pushed

$     -     $     -     Stuck
$     -     $     -     FA
 ########   $     -     25%
$     -      ########   50%
$     -     $     -     Verbal
$     -     $     -     Sold
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DOCUMENT INFO
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posted:1/4/2012
language:English
pages:6
Description: This template spreadsheet should be used by sales representatives to track and record sales opportunities. The sales representative should input data for: the account name, contact, product revenue expected, lost amount, pushed amount, and next step actions. The spreadsheet will automatically calculate totals for: expected revenue, amount sold, amount lost, amount pushed, active opportunities, and monthly play. Companies seeking a standardized form to help sales representatives stay organization and accurately track sales opportunities should use this form.
This document is also part of a package 10 Documents to Start Your Company 10 Documents Included