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Call Sales Template document sample
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SalesQuest | 16 Haverhill Street | Andover, MA | 01810 | 978.749.9999 | www.SalesQuest.com
SALES FORECASTING
TEMPLATE WORKSHEET
STEP 1: SUPPORTING
INFORMATION
STEP 2: LEAD LEVEL
STEP 3: PRODUCT
LEVEL
STEP 4: ACCOUNT
LEVEL
STEP 5: PROBABILITY
STEP 5: PROBABILITY
LEVEL
STEP 6: TIME LEVEL
STEP 1 Supporting Information
External: Market Environment
Internal: Company Factors
SalesQuest | 16 Haverhill Street | Andover, MA | 01810 | 978.749.9999 | www.SalesQuest.c
Available Market, outlook, and trigger events.
Competition
Recent Wins and Losses
Price List, and new products
Delivery Promise and Performance
Customer Satisfaction
Sales Incentives
Productivity Enhancement Tools
treet | Andover, MA | 01810 | 978.749.9999 | www.SalesQuest.com
STEP 2 Lead Level Previous Week
Prospects Actual
XYZ Company 1
ABC Inc 0
Account 3
Account 4
Account 5
Account 6
Account 7
Account 8
Account 9
Account 10
Lead Accounts (Qualified) Total 1
SalesQuest | 16 Haverhill Street | Andover, MA | 01810 | 978.749.9999 | www.SalesQuest.c
Previous Week Current Week Next Week
Forecast Quota Forecast Quota Forecast
1
1 1
1
1
1
1
2 4 3 2 2
.749.9999 | www.SalesQuest.com
STEP 3 Product Level Previous Week
Unit Price
($) Actual
XYZ Company
Software 100 $ 20,000 $ 20,000
Hardware 200 $ 10,000 $ 10,000
XYZ Company : Sales (Total) $ 30,000
ABC Inc
Software 100 $ 20,000 $ -
Hardware 200 $ 10,000 $ -
ABC Inc: Sales (Total) $ -
Account 3
Software 100 $ 20,000 $ -
Hardware 200 $ 10,000 $ -
Account 3: Sales (Total) $ -
Account 4
Software 100 $ 20,000 $ -
Account 5
Hardware 200 $ 10,000 $ -
Account 6
Software 100 $ 20,000 $ -
Account Sales (Total) $ 30,000
STEP 2 Lead Level Previous Week
Prospects Actual
XYZ Company 1
ABC Inc 0
Account 3
Account 4
Account 5
Account 6
Account 7
Account 8
Account 9
Account 10
Lead Accounts (Qualified) Total 1
SalesQuest | 16 Haverhill Street | Andover, MA | 01810 | 978.749.9999 | www.SalesQuest.com
Previous Week Current Week Next Week
Forecast Quota Forecast Quota Forecast
$ 20,000
$ 10,000
$ 30,000
$ 20,000 $ 20,000
$ 10,000 $ 10,000
$ 30,000 $ 30,000
$ 20,000
$ 10,000
$ 30,000
$ 20,000
$ 10,000
$ 20,000
$ 60,000 $ 50,000 $ 70,000 $ 20,000 $ 40,000
Previous Week Current Week Next Week
Forecast Quota Forecast Quota Forecast
1
1 1
1
1
1
1
2 4 3 2 2
78.749.9999 | www.SalesQuest.com
STEP 4 Account Level Previous Week
Actual
XYZ Company : Sales (Total) $ 30,000
ABC Inc: Sales (Total) $ -
Account 3
Account 4
Account 5
Account 6
Account Sales (Total) $ 30,000
STEP 3 Product Level Previous Week
($$) Actual
XYZ Company
Software 100 $ 20,000 $ 20,000
Hardware 200 $ 10,000 $ 10,000
XYZ Company : Sales (Total) $ 30,000
ABC Inc
Software 100 $ 20,000 $ -
Hardware 200 $ 10,000 $ -
ABC Inc: Sales (Total) $ -
Account 3
Software 100 $ 20,000 $ -
Hardware 200 $ 10,000 $ -
Account 3: Sales (Total) $ -
Account 4
Software 100 $ 20,000 $ -
Account 5
Hardware 200 $ 10,000 $ -
Account 6
Software 100 $ 20,000 $ -
Account Sales (Total) $ 30,000
SalesQuest | 16 Haverhill Street | Andover, MA | 01810 | 978.749.9999 | www.SalesQuest.com
Previous Week Current Week Next Week
Forecast Quota Forecast Quota Forecast
$ 30,000
$ 30,000 $ 30,000
$ 30,000
$ 20,000
$ 10,000
$ 20,000
$ 60,000 $ 50,000 $ 70,000 $ 20,000 $ 40,000
Previous Week Current Week Next Week
Forecast Quota Forecast Quota Forecast
$ 20,000
$ 10,000
$ 30,000
$ 20,000 $ 20,000
$ 10,000 $ 10,000
$ 30,000 $ 30,000
$ 20,000
$ 10,000
$ 30,000
$ 20,000
$ 10,000
$ 20,000
$ 60,000 $ 50,000 $ 70,000 $ 20,000 $ 40,000
www.SalesQuest.com
STEP 5 Probability Level Previous Week
Probability Actual (Weighted
(see legend) based on stage)
XYZ Company : Sales (Total) 1 $ 30,000
ABC Inc: Sales (Total) 0.95
Account 3 0.75
Account 4 0.5
Account 5 0.5
Account 6 0.25
Account Sales (Total) $ 30,000
STEP 4 Account Level Previous Week
Actual
XYZ Company : Sales (Total) $ 30,000
ABC Inc: Sales (Total) $ -
Account 3
Account 4
Account 5
Account 6
Account Sales (Total) $ 30,000
SalesQuest | 16 Haverhill Street | Andover, MA | 01810 | 978.749.9999 | www.SalesQuest.com
Previous Week Current Week Next Week
Forecast (Weighted
Quota Forecast Quota Forecast
based on stage)
$ 30,000
$ 28,500 $ 28,500
$ 22,500
$ 10,000
$ 5,000
$ 5,000
$ 58,500 $ 50,000 $ 56,000 $ 20,000 $ 15,000
Current Week Next Week
Forecast Quota Forecast Quota Forecast
$ 30,000
$ 30,000 $ 30,000
$ 30,000
$ 20,000
$ 10,000
$ 20,000
$ 60,000 $ 50,000 $ 70,000 $ 20,000 $ 40,000
78.749.9999 | www.SalesQuest.com
Stage - Sales Qualified Lead: 25%
Stage: Solution presented, Decision Making team
identified, Budget available: 50%
Stage - Selected as vendor of choice: 75%
Stage - In purchasing: 95%
Stage - Won, Invoiced: 100%
Stage - Lost: 0%
STEP 6 Time Level Previous Week
Actual Forecast
All Accounts Sales (Total) : $ 30,000 $ 58,500
Units (Total): If needed
STEP 5 Probability Level Previous Week
Probability (see Actual (Weighted
legend) based on stage)
XYZ Company : Sales (Total) 1 $ 30,000
ABC Inc: Sales (Total) 0.95
Account 3 0.75
Account 4 0.5
Account 5 0.5
Account 6 0.25
Account Sales (Total) $ 30,000
SalesQuest | 16 Haverhill Street | Andover, MA | 01810 | 978.749.9999 | www.SalesQuest.com
Current Week Next Week
Gap (Forecast -
Quota Forecast Gap (Forecast - Quota) Quota Forecast
Quota)
$ 50,000 $ 56,000 $ 6,000 $ 20,000 $ 15,000 $ (5,000)
Previous Week Current Week Next Week
Forecast
(Weighted Quota Forecast Quota Forecast
based on stage)
$ 30,000
$ 28,500 $ 28,500
$ 22,500
$ 10,000
$ 5,000
$ 5,000
$ 58,500 $ 50,000 $ 56,000 $ 20,000 $ 15,000
| www.SalesQuest.com
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