You are on page 1of 6

[Business Name] Sales Forecast

Year 1
Units Sold Jan-16 Feb-16 Mar-16 Apr-16 May-16 Jun-16 Jul-16 Aug-16 Sep-16 Oct-16 Nov-16 Dec-16 Total Units Sold
Product/Service A 500 525 550 575 550 525 525 550 575 600 650 650 6775
Product/Service B 1500 1000 1000 1250 1250 1500 1500 1750 2000 2500 3000 3000 21250
Product/Service C 150 200 250 300 350 400 400 350 350 300 300 300 3650

Unit Price Avg Unit Price


Product/Service A $19.99 $19.99 $19.99 $19.99 $19.99 $19.99 $19.99 $19.99 $19.99 $19.99 $19.99 $19.99 $19.99
Product/Service B $14.99 $14.99 $14.99 $14.99 $14.99 $14.99 $14.99 $14.99 $14.99 $14.99 $14.99 $14.99 $14.99
Product/Service C $49.99 $49.99 $49.99 $49.99 $49.99 $49.99 $49.99 $49.99 $49.99 $49.99 $49.99 $49.99 $49.99

Sales Growth Rate Avg Growth Rate


Product/Service A 0% 5% 5% 5% -4% -5% 0% 5% 5% 4% 8% 0% 2%
Product/Service B 0% -33% 0% 25% 0% 20% 0% 17% 14% 25% 20% 0% 8%
Product/Service C 0% 33% 25% 20% 17% 14% 0% -13% 0% -14% 0% 0% 7%

Revenue (Units Sold * Unit Price) Total Revenue


Product/Service A $9,995 $10,495 $10,995 $11,494 $10,995 $10,495 $10,495 $10,995 $11,494 $11,994 $12,994 $12,994 $135,432
Product/Service B $22,485 $14,990 $14,990 $18,738 $18,738 $22,485 $22,485 $26,233 $29,980 $37,475 $44,970 $44,970 $318,538
Product/Service C $7,499 $9,998 $12,498 $14,997 $17,497 $19,996 $19,996 $17,497 $17,497 $14,997 $14,997 $14,997 $182,464
Total Revenue $39,979 $35,483 $38,482 $45,229 $47,229 $52,976 $52,976 $54,724 $58,971 $64,466 $72,961 $72,961 $636,433

Unit COGS Avg COGS


Product/Service A $4.50 $4.50 $4.50 $4.50 $4.50 $4.50 $4.50 $4.50 $4.50 $4.00 $4.00 $4.00 $4.38
Product/Service B $3.10 $3.10 $3.10 $3.10 $3.10 $3.10 $3.10 $3.10 $3.10 $3.10 $3.10 $3.10 $3.10
Product/Service C $1.55 $1.55 $1.55 $1.55 $1.55 $1.55 $1.55 $1.55 $1.55 $1.55 $1.55 $1.55 $1.55

Margin Per Unit (Unit Price - Unit COGS) Avg Margin


Product/Service A $15.49 $15.49 $15.49 $15.49 $15.49 $15.49 $15.49 $15.49 $15.49 $15.99 $15.99 $15.99 $15.62
Product/Service B $11.89 $11.89 $11.89 $11.89 $11.89 $11.89 $11.89 $11.89 $11.89 $11.89 $11.89 $11.89 $11.89
Product/Service C $48.44 $48.44 $48.44 $48.44 $48.44 $48.44 $48.44 $48.44 $48.44 $48.44 $48.44 $48.44 $48.44

Gross Profit (Revenue - COGS or Margin Per Unit * Units Sold) Total Gross Profit
Product/Service A $7,745 $8,132 $8,520 $8,907 $8,520 $8,132 $8,132 $8,520 $8,907 $9,594 $10,394 $10,394 $105,895
Product/Service B $17,835 $11,890 $11,890 $14,863 $14,863 $17,835 $17,835 $20,808 $23,780 $29,725 $35,670 $35,670 $252,663
Product/Service C $7,266 $9,688 $12,110 $14,532 $16,954 $19,376 $19,376 $16,954 $16,954 $14,532 $14,532 $14,532 $176,806
Total Gross Profit $32,846 $29,710 $32,520 $38,301 $40,336 $45,343 $45,343 $46,281 $49,641 $53,851 $60,596 $60,596 $535,363

© 2016 Vertex42 LLC. http://www.vertex42.com/ExcelTemplates/sales-forecast.html


Sales Forecast Year 2

Units Sold Jan-17 Feb-17 Mar-17 Apr-17 May-17 Jun-17 Jul-17 Aug-17 Sep-17 Oct-17 Nov-17 Dec-17
Product/Service A 625 600 575 550 575 600 600 625 650 675 700 725
Product/Service B 2000 1500 1500 1750 1750 2000 2000 2250 2500 3000 3500 3500
Product/Service C 300 250 300 350 400 450 500 400 400 350 350 325

Unit Price
Product/Service A $19.99 $19.99 $19.99 $19.99 $19.99 $19.99 $19.99 $19.99 $19.99 $19.99 $19.99 $19.99
Product/Service B $14.99 $14.99 $14.99 $14.99 $14.99 $14.99 $14.99 $14.99 $14.99 $14.99 $14.99 $14.99
Product/Service C $54.99 $54.99 $54.99 $54.99 $54.99 $54.99 $54.99 $54.99 $54.99 $54.99 $54.99 $54.99

Sales Growth Rate


Product/Service A -4% -4% -4% -4% 5% 4% 0% 4% 4% 4% 4% 4%
Product/Service B -33% -25% 0% 17% 0% 14% 0% 13% 11% 20% 17% 0%
Product/Service C 0% -17% 20% 17% 14% 13% 11% -20% 0% -13% 0% -7%

Revenue
Product/Service A $12,494 $11,994 $11,494 $10,995 $11,494 $11,994 $11,994 $12,494 $12,994 $13,493 $13,993 $14,493
Product/Service B $29,980 $22,485 $22,485 $26,233 $26,233 $29,980 $29,980 $33,728 $37,475 $44,970 $52,465 $52,465
Product/Service C $16,497 $13,748 $16,497 $19,247 $21,996 $24,746 $27,495 $21,996 $21,996 $19,247 $19,247 $17,872
Total Revenue $58,971 $48,227 $50,476 $56,474 $59,723 $66,720 $69,469 $68,217 $72,465 $77,710 $85,705 $84,830

Unit COGS
Product/Service A $4.00 $4.00 $4.50 $4.50 $4.50 $4.00 $4.00 $4.00 $4.00 $4.00 $3.75 $3.75
Product/Service B $3.10 $3.10 $3.10 $3.10 $3.10 $3.10 $3.10 $3.10 $3.10 $2.90 $2.90 $2.90
Product/Service C $1.55 $1.55 $1.55 $1.55 $1.55 $1.55 $1.10 $1.55 $1.55 $1.55 $1.55 $1.55

Margin Per Unit


Product/Service A $15.99 $15.99 $15.49 $15.49 $15.49 $15.99 $15.99 $15.99 $15.99 $15.99 $16.24 $16.24
Product/Service B $11.89 $11.89 $11.89 $11.89 $11.89 $11.89 $11.89 $11.89 $11.89 $12.09 $12.09 $12.09
Product/Service C $53.44 $53.44 $53.44 $53.44 $53.44 $53.44 $53.89 $53.44 $53.44 $53.44 $53.44 $53.44

Gross Profit
Product/Service A $9,994 $9,594 $8,907 $8,520 $8,907 $9,594 $9,594 $9,994 $10,394 $10,793 $11,368 $11,774
Product/Service B $23,780 $17,835 $17,835 $20,808 $20,808 $23,780 $23,780 $26,753 $29,725 $36,270 $42,315 $42,315
Product/Service C $16,032 $13,360 $16,032 $18,704 $21,376 $24,048 $26,945 $21,376 $21,376 $18,704 $18,704 $17,368
Total Gross Profit $49,806 $40,789 $42,774 $48,031 $51,090 $57,422 $60,319 $58,122 $61,495 $65,767 $72,387 $71,457

© 2016 Vertex42 LLC. http://www.vertex42.com/ExcelTemplates/sales-forecast.html


Sales Forecast Year 3
Year 2
Total Units Sold Units Sold Jan-18 Feb-18 Mar-18 Apr-18 May-18 Jun-18 Jul-18 Aug-18 Sep-18 Oct-18 Nov-18
7500 Product/Service A 750 700 650 650 675 700 700 725 750 800 850
27250 Product/Service B 3000 2000 2000 2250 2250 2500 2500 2750 3000 3500 4000
4375 Product/Service C 325 350 400 450 500 550 600 500 500 450 450

Avg Unit Price Unit Price


$19.99 Product/Service A $19.99 $19.99 $19.99 $19.99 $19.99 $19.99 $19.99 $19.99 $19.99 $19.99 $19.99
$14.99 Product/Service B $14.99 $14.99 $14.99 $14.99 $14.99 $14.99 $14.99 $14.99 $14.99 $14.99 $14.99
$54.99 Product/Service C $59.99 $59.99 $59.99 $59.99 $59.99 $59.99 $59.99 $59.99 $59.99 $59.99 $59.99

Avg Growth Rate Sales Growth Rate


1% Product/Service A 3% -7% -7% 0% 4% 4% 0% 4% 3% 7% 6%
6% Product/Service B -14% -33% 0% 13% 0% 11% 0% 10% 9% 17% 14%
2% Product/Service C 0% 8% 14% 13% 11% 10% 9% -17% 0% -10% 0%

Total Revenue Revenue


$149,925 Product/Service A $14,993 $13,993 $12,994 $12,994 $13,493 $13,993 $13,993 $14,493 $14,993 $15,992 $16,992
$408,478 Product/Service B $44,970 $29,980 $29,980 $33,728 $33,728 $37,475 $37,475 $41,223 $44,970 $52,465 $59,960
$240,581 Product/Service C $19,497 $20,997 $23,996 $26,996 $29,995 $32,995 $35,994 $29,995 $29,995 $26,996 $26,996
$798,984 Total Revenue $79,459 $64,970 $66,970 $73,717 $77,216 $84,463 $87,462 $85,710 $89,958 $95,453 $103,947

Avg COGS Unit COGS


$4.08 Product/Service A $3.75 $3.75 $4.00 $4.00 $4.00 $3.75 $3.75 $3.75 $3.75 $3.50 $3.50
$3.05 Product/Service B $2.90 $3.10 $3.10 $3.10 $3.10 $3.10 $3.10 $3.10 $2.90 $2.90 $2.85
$1.51 Product/Service C $1.55 $1.55 $1.55 $1.55 $1.10 $1.10 $1.10 $1.10 $1.10 $1.55 $1.55

Avg Margin Margin Per Unit


$15.91 Product/Service A $16.24 $16.24 $15.99 $15.99 $15.99 $16.24 $16.24 $16.24 $16.24 $16.49 $16.49
$11.94 Product/Service B $12.09 $11.89 $11.89 $11.89 $11.89 $11.89 $11.89 $11.89 $12.09 $12.09 $12.14
$53.48 Product/Service C $58.44 $58.44 $58.44 $58.44 $58.89 $58.89 $58.89 $58.89 $58.89 $58.44 $58.44

Total Gross Profit Gross Profit


$119,431 Product/Service A $12,180 $11,368 $10,394 $10,394 $10,793 $11,368 $11,368 $11,774 $12,180 $13,192 $14,017
$326,003 Product/Service B $36,270 $23,780 $23,780 $26,753 $26,753 $29,725 $29,725 $32,698 $36,270 $42,315 $48,560
$234,025 Product/Service C $18,993 $20,454 $23,376 $26,298 $29,445 $32,390 $35,334 $29,445 $29,445 $26,298 $26,298
$679,459 Total Gross Profit $67,443 $55,602 $57,550 $63,444 $66,991 $73,483 $76,427 $73,917 $77,895 $81,805 $88,875

© 2016 Vertex42 LLC. http://www.vertex42.com/ExcelTemplates/sales-forecast.html


Year 3
Dec-18 Total Units Sold
900 8850
4000 33750
425 5500

Avg Unit Price


$19.99 $19.99
$14.99 $14.99
$59.99 $59.99

Avg Growth Rate


6% 2%
0% 4%
-6% 3%

Total Revenue
$17,991 $176,912
$59,960 $505,913
$25,496 $329,945
$103,447 $1,012,769

Avg COGS
$3.50 $3.75
$2.85 $3.01
$1.55 $1.36

Avg Margin
$16.49 $16.24
$12.14 $11.98
$58.44 $58.63

Total Gross Profit


$14,841 $143,868
$48,560 $405,188
$24,837 $322,613
$88,238 $871,668

© 2016 Vertex42 LLC. http://www.vertex42.com/ExcelTemplates/sales-forecast.html


Year 1: Units Sold Year 1: Revenue
1.2 1.2
1 1
0.8 0.8
0.6 0.6
0.4 0.4
0.2 0.2
0 0
1

Year 1: Gross Profit Year 1: Growth Rate


1.2 1.2
1 1
0.8 0.8
0.6 0.6
0.4 0.4
0.2 0.2

0 0
1

1.2
3-Year Units Sold
1

0.8

0.6

0.4

0.2

0
1

1.2 3-Year Gross Profit


1

0.8

0.6

0.4

0.2

0
1

3-Year Growth Rate


1.2 LLC.
© 2016 Vertex42 http://www.vertex42.com/ExcelTemplates/sales-forecast.html

1
3-Year Growth Rate
1.2

0.8

0.6

0.4

0.2

0
1

© 2016 Vertex42 LLC. http://www.vertex42.com/ExcelTemplates/sales-forecast.html