Documents
Resources
Learning Center
Upload
Plans & pricing Sign in
Sign Out
Get this document free

sales revenue forecast (UNLOCKED FORMULAS)

VIEWS: 1,746 PAGES: 9

The easiest way to create a 3 year sales forecast -- No sales experience needed, just fill in the indicated fields. Easily create sales projections -- the spreadsheet calculates everything for you. It also gives you return statements (TM) in simple english -- quickly identify if your numbers and assumptions look good and readjust on the fly! Also suited for sales professionals -- save yourself hours in creating a forecast. Unlocked Version. A locked version is available for free (search valleyoo). Enter your company information, identify your market opportunity, create your forecast based on number of customers, revenue per customer, expenses and sales cycle. Whether you have current revenues or want to project new revenues, a one page results summary captures all of the information for you. Whether you're starting a company, a new revenue line or you are already in business, we make it easy to quickly create your forecast! * Calculates up to 3 revenue lines * A handy market calculator is included so you can estimate current market value, current average sale, and conversion of customers to your product or service * 3 year forecast can be used whether you have current revenues or are projecting them * A one page management summary report is generated for a business view of your company, market and revenues * Over 15 years sales experience written into the spreadsheet that includes sales cycle considerations and industry standard logic

More Info
									RESULTS SUMMARY                                                  **do not enter any information here**
company overview
COMPANY                                            enter your company name here

INDUSTRY                                           What is your industry?




ELEVATOR PITCH                                     briefly describe what your company does




MARKET PROBLEM                                     identify the overall market problem




COMPANY'S SOLUTION                                 identify how your product or service solves the problem.

WORKING PRODUCT?                                   (yes or no)



                                                   enter any other important information here that would affect
OTHER INFORMATION?                                 your company valuation, forecast, etc.



Forecast, market, net and gross profit overview
BLENDED FORECAST FOR ALL REVENUES                  NET PROFIT GROSS PROFIT
YEAR 1                                               -$1,304.00                                           -$104.00
YEAR 2                                                 -$697.60                                            -$37.60
YEAR 3                                                 -$785.23                                            -$59.23


                                 3YR blended net and gross profit




               $0.00

            -$200.00

            -$400.00

            -$600.00

            -$800.00

           -$1,000.00

           -$1,200.00

           -$1,400.00
                        YEAR 1                     YEAR 2                     YEAR 3

                                      NET PROFIT     GROSS PROFIT
                      Market size, opportunity and conversion
                      The current market opportunity represents                        $100.00      in revenues with an approximate growth of               10%      over the next three years representing               $136
                      In this market, customers pay an average of                      $10.00       for a similar product or service on an average of       12       times a year.
                      The industry average customer purchase sales cycle is            6            months and the company's is expected to be              7.333333 months, blended across all revenues for the first year




                      Forecast, profit and loss statements

                      YEAR 1
                      The first year topline sales are expected to be                  $8.00        and the resulting gross profit is expected to be        -$52.00    with a net profit of                          -$652.00
                      The company expects to acquire                                   26           customers who each pay an average of                    $8.00      for the combined products or services.
                      The average combined sales cycle (all revenues) is               7.33333333   months. The company has had revenues for                0          months.

                      ASSUMPTIONS REVENUE ITEM #1                                                   ASSUMPTIONS REVENUE ITEM #2                                        ASSUMPTIONS REVENUE ITEM #3
# of customers        # cust assumption                                                                                                                 0                                                       0
average sale amount   avg sale customer                                                                                                                 0                                                       0
cost of sales         cost of sales                                                                                                                     0                                                       0
non sales expenses    non sales expenses                                                                                                                0                                                       0
sales cycle (mos)     6                                                                                                                                 1                                                       1


                      YEAR 2
                      Year two topline sales are expected to grow to                   $74.40       with a blended gross profit expected to be              -$37.60    and a blended net profit totallihng           -$697.60
                      Across all revenue lines, we expect to acquire                   42           customers who pay a blended average of                  $8.60      each for the product or service.
                      The average combined sales cycle (for all revenues) is           3            month(s).

                      ASSUMPTIONS REVENUE ITEM #1                                                   ASSUMPTIONS REVENUE ITEM #2                                        ASSUMPTIONS REVENUE ITEM #3
# of customers        yr 2 assumption here                                                          yr 2 assumption here                                               yr 2 assumption here
average sale amount                                                                0                                                                    0                                                       0
cost of sales                                                                      0                                                                    0                                                       0
non sales expenses                                                                 0                                                                    0                                                       0
sales cycle (mos)                                                                  1                                                                    0                                                       0

                      YEAR 3
                      By year 3, topline cummulative sales are expected to total       $13.37       with a blended gross profit expected to be              -$59.23    and a blended net profit totalling            -$785.23
                      Across all revenue lines, we expect to have a total of           3            customers who pay a blended average of                  $8.60      each for our products or services.
                      The average combined sales cycle (all revenues) is               1.33333333   month(s).

                      ASSUMPTIONS REVENUE ITEM #1                                                   ASSUMPTIONS REVENUE ITEM #2                                        ASSUMPTIONS REVENUE ITEM #3
# of customers        3 yr assump                                                                   3yr asssumption                                                    3yr assmp
average sale amount                                                                0                                                                    0                                                       0
cost of sales                                                                      0                                                                    0                                                       0
non sales expenses                                                                 0                                                                    0                                                       0
sales cycle (mos)                                                                  1                                                                    0                                                       1
COMPANY INFORMATION
Company Name                           enter your company name here
Industry                               What is your industry?



elevator pitch                         briefly describe what your company does



What is the market problem?            identify the overall market problem




How does your solution address it?     identify how your product or service solves the problem.
Do you have current revenues? (y/n)    no
If yes, for how many months?
Do you have a working product? (y/n)   (yes or no)




                                       enter any other important information here that would affect your company
Other information?                     valuation, forecast, etc.
MARKET OPPORTUNITY WORKSHEET
Use this worksheet to determine a reasonable price for your current or future product or service, based on what the market will bear.
You can also see your planning results below which will give you a sense of believability. This is the basis for any sales forecast.

ADDRESSABLE MARKET
what is the current market size? (in dollars)                                                        $100.00
what % of customers use a similar product or service now?                                               10%
what is the market growth expected to be over the next 3 years? (%)                                     10%
what is the average purchase price for the service?                                                   $10.00
how many times a year do customers by the product or service?                                             12
What is the average sales cycle per customer for each purchase (in months)?                                6
What % of the total market do you think will use your solution?                                         50%

IF you believe the following statements are true, use the additional information below to start your revenue forecast.
In this market, current combined annual revenues reflect a total of           $20.00 for a similar service or product which takes into consideration frequency of purchase
and an industry average sales cycle of approximately                                6 months. Customers buy the solution         12 times a year on average.
You believe the number of customers that will use your solution is                10 which is an annual revenue of               $1 in topline sales.




YEAR ONE FORECAST PLANNING RESULTS
total available revenue in this market now                                                            $10.00
average number of customers in the market (annual)                                                        20
average annual revenue within 3 years (due to market growth)                                          $36.00
average number of customers over 3 years, with that growth                                               720
total revenue you expect in year 1                                                                     $1.00
number of customers you expect in year 1                                                                  10
3 YR REVENUE FORECAST              If you have historical revenues, enter them here. If not, use similar revenues from the market worksheet. Be sure to enter your assumption for ea
FILL IN ONLY THE GRAY AREAS

YEAR 1 DATA
Revenue Item #1
Average sales cycle? (in months)               6
                                   month 1         month 2        month 3        month 4        month 5       month 6       month 7        month 8       month 9
number of customers                           1              1              1              1              1             1              1             1              1
average sale amount per customer              1              1              1              1              1             1
total cost of sales                         $10            $10            $10            $10            $10           $10
Non sales expenses                         $100           $100           $100           $100           $100          $100
gross profit                                -$9            -$9            -$9            -$9            -$9           -$9
net profit                             -$109.00       -$109.00       -$109.00       -$109.00       -$109.00      -$109.00
Revenue Item #2
Average sales cycle? (in months)               1
                                   month 1         month 2        month 3        month 4        month 5       month 6       month 7        month 8       month 9
number of customers                           1              1             1              1              1             1               1             1              1
average sale amount per customer              0              0             1              1              0             0
total cost of sales                          $0             $0            $0             $0             $0            $0
Non sales expenses                           $0             $0            $0             $0             $0            $0
gross profit                                 $0             $0            $1             $1             $0            $0
net profit                                $0.00          $0.00         $1.00          $1.00          $0.00         $0.00

Revenue Item #3
Average sales cycle? (in months)               1
                                   month 1         month 2        month 3        month 4        month 5       month 6       month 7        month 8       month 9
number of customers                           1               1              1              1             1             1              1             1              1
average sale amount per customer              0               0              0
total cost of sales                          $0              $0             $0             $0
Non sales expenses                           $0
gross profit                                 $0             $0            $0             $0             $0            $0
net profit                                $0.00          $0.00         $0.00          $0.00          $0.00         $0.00




Blended Gross Profit                      -$9.00        -$9.00         -$8.00         -$8.00         -$9.00        -$9.00
Blended Net Profit                     -$109.00       -$109.00       -$108.00       -$108.00       -$109.00      -$109.00



BLENDED FORECAST RESULTS           NET          GROSS
Year 1                               -$1,304.00    -$104.00
Year 2                                 -$697.60     -$37.60
Year 3                                 -$785.23     -$59.23
your assumption for each line.



                                                                                               YEAR 2
                                                                                               REVENUE 1
                                                                                                           1
         month 10        month 11       month 12       1 year total   revenue #1 assumptions                   total rev1      revenue #1 assumptions
                     1              1              1              2   # cust assumption               100%                   4 yr 2 assumption here
                                                                 $6   avg sale customer                10%                  $7
                                                                $60   cost of sales                    10%                 $66
                                                               $600   non sales expenses               10%                $660
                                                               -$54                                                       -$40
                                                           -$654.00                                                   -$699.60
                                                                                               REVENUE 2
                                                                                                           0
         month 10        month 11       month 12     1 year total revenue #2 assumptions                       total rev2        revenue #2 assumptions
                     1              1              1            12                                    100%                    24 yr 2 assumption here
                                                                $2                                      0%                    $2
                                                                $0                                      0%                    $0
                                                                $0                                      0%                    $0
                                                             $2.00                                                            $2
                                                             $2.00                                                            $2

                                                                                               REVENUE 3
                                                                                                           6
         month 10        month 11       month 12     1 year total revenue #3 assumptions                       total rev3         revenue #3 assumptions
                     1              1              1            12                                    100%                     14 yr 2 assumption here
                                                                $0                                      0%                     $0
                                                                $0                                      0%                     $0
                                                                $0                                      0%                     $0
                                                             $0.00                                                             $0
                                                             $0.00                                                          $0.00




                                                            -$52.00                                                    -$37.60
                                                           -$652.00                                                   -$697.60
YEAR 3                                                3 YR cummulative RESULTS
REVENUE 1
             1
                 total rev1  revenue #1 assumptions   REVENUE ITEM 1
       100%                2 3 yr assump                                        8
         0%               $7                                                  $19
        10%              $73                                                $199
        10%             $726                                               $1,986
                        -$59
                    -$785.40
REVENUE 2
            12
                 total rev2  revenue #2 assumptions   REVENUE ITEM 2
            0%             0 3yr asssumption                                     36
            0%            $2                                                     $6
            0%            $0                                                     $0
            0%            $0                                                     $0
                          $0
                       $0.17

REVENUE 3
             1
                 total rev3  revenue #3 assumptions   REVENUE ITEM 3
            0%             1 3yr assmp                                           27
            0%             0                                                     $0
            0%            $0                                                     $0
            0%            $0                                                     $0
                          $0
                       $0.00




                     -$59.23                                             -$148.83
                    -$785.23                                            -$2,134.83
HELPFUL TIPS, DEFINITIONS AND INFORMATION
                                              These are all the costs that are involved in buying and selling your product or service -- they can be hard goods, or soft
cost of sales (COGS)                          goods. This does not include sales staff, but the actual solution or product itself.
                                              These are all the other expenses including utilities, internet, sales staff, accounting, etc. It also includes items like rent,
non-sales expenses                            subscriptions, etc.
                                              This is the possible size of the market where your product or service fits in. Often research will estimate the market size
                                              based either on actual data, or trends. Either are a viable number to use for your forecast, as long as you have data to
                                              support what most people indicate is a median number (take the low estimate, take the high estimate, and use something
current market size                           in the middle).
                                              Either based on research of actual data or trends in the market, this is the general percent of people that use a similar
                                              product or service to yours. This is important for creating a believable data point that will ultimately drive your forecast and
% of customers using the product or service   valuation data.
                                              These are total dollars you bring in. If you have current revenues, enter them in the revenue forecast worksheet. Enter as
revenues                                      many months revenue up to 12 months that you have.
                                              Year 2 and 3 forecasts are calculated by percent of growth. So, if in year one, you have 5 customers and you think year 2
                                              will increase to 10 customers, enter 100% in the number of customers. Similarly for all the data fields, enter the
year 2 and year 3 forecast                    anticipated percent of growth.
                                              Where indicated, enter the assumption next to the data you enter. For example, if in year 1 you indicate you will get 6
                                              customers, state the reason why you believe so. This is important data in looking at the entire forecast, and how
Assumptions                                   believable it is.
  INSTRUCTIONS
1 You will fill in only the gray areas in this spreadsheet All the other calculations are done for you.

2 Input the data in the order of worksheets shown here. Each is designed to help you identify your market, reasonable forecasts and ultimately your business overview
  1) company information 2) market opportunity and 3) revenue forecast

3 DO NOT enter any information in the summary worksheet-- all of the information you entered previously will automatically generate a total forecast and market overview

4 View the comments alongside any item (it shows as a red arrow). Simply hover over with your mouse to get relevant information for that item


  TIPS
1 Use market data when available. If you have statistics based on research for your market size, or number of customers or average revenues, use those. Keep in mind
  you should use a "similar" product or service. This lends credibility to your anticipated revenue forecast and customer acquistion numbers.

2 As you fill in the data for each worksheet, you will see the calculations based on your input data. You can continue to change any of these numbers to get an overall
  view based on your business objectives. If the numbers aren't looking good, continue to readjust them realistically until they do. It's the best exercise in determining
  your company's solution and overall value within the marketplace, as well as the believability of your forecast.

3 If you don't find exact or similar competitive data, you'll need to use your best judgement for any given data point. In all cases where it counts, you will also enter your primary
  assumption as it relates to that data point. These assumptions are the framework of 'believability' behind your solution whether you are adding value to an existing
  market, or building a new one. The assumptions are an important factor in understanding the value of your business, the leverage you have, and how you will grow your
  business, customers and revenues.

4 For a standard list of definitions to help you with data input, see the 'definitions glossary' sheet

5 The results summary sheet is an overview of your forecast, your business, and the general market. It also includes your assumptions. You can print this report for management or
  for your own purpose.

  BE SURE TO FOLLOW @ISNAZZ ON TWITTER FOR UPDATED TOOLS, AND NEWS!

  Send your feedback to isnazzmedia@gmail.com We look forward to hearing from you!
1
                                                       0
                                                               0                                                       0


           with a blended gross profit expected to be              -$59.23    and a blended net profit totalling
           customers who pay a blended average of                  $8.60      each for our products or services.
           month(s).

           ASSUMPTIONS REVENUE ITEM #2                                        ASSUMPTIONS REVENUE ITEM #3
           3yr asssumption                                                    3yr assmp
                                                               0                                                       0
                                                               0                                                       0
                                                               0                                                       0
                                                               0                                                       1
                        $136

evenues for the first year




                    -$652.00




                    -$697.60




                    -$785.23

								
To top