Free Sales Forecast Template

Looking to forecast your revenue? The HubSpot free sales forecast template is an essential tool for a business of any size.

Know The Probability of Each Deal

The template forecasts the likelihood of each deal.

Project Sales Without Doing The Math

Predict next quarter’s sales number without doing difficult calculations.

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Had enough of spreadsheets?

When you’re sick and tired of sales forecasting in Excel, try HubSpot CRM for free. Make monotonous logging, inflexible formulas and troublesome Excel errors a distant memory. HubSpot CRM automates the tasks you hate and connects with the tools you already use, so staying organized is effortless.

What Makes Sales Forecasting Better in HubSpot CRM

  • In HubSpot CRM, each deal stage gets a name and probability. The probability represents the likelihood of the deal closing by its projected close date. Your deal stages represent the actual progress of your deals, eliminating guesswork and allowing you to have a reliable forecast every month.

    Deals & Tasks Pipeline Management
  • Deals amounts are weighted based on their closing probability. Revenue projections are automatically generated and presented on a sales dashboard. This allows you to see projected sales at a glance.

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  • See where possible revenue is amounting by looking at your Deals Board and Custom Views. Dive into those deals to schedule follow-up phone calls and emails to push those deals forward. A comprehensive timeline and alerts give you and your team everything needed to execute on each task.

    Pipeline Management HubSpot CRM
Deals & Tasks Pipeline Management CRM-024_Contacts_and_Companies__Product_Feature_Page_2016-1.png Pipeline Management HubSpot CRM

Here's Why You'll Love HubSpot CRM

Create sales projections without any help

Whether you have a well-established sales projection process or you’re just starting out, HubSpot CRM makes it simple to create the perfect sales projection process. No expensive training or consultants required.

Spend more time selling and less time forecasting sales

Let HubSpot CRM handle the bulk of the work required to keep deals, tasks, and forecasting metrics up to date so that you can send more emails, make more phone calls, and help your team hit their quotas.

Track individual and team performance

Use your free sales dashboard to quickly see the value of your pipeline, progress towards sales quotas, monthly trends in key sales activities, and your pipeline’s overall health.

Features

Sources Report

Identify the sources that bring in the most visits, contacts, and customers over time. Drill into each source to see the contacts and companies it is generating.

Contacts & Companies Reports [Enterprise]

Deep dive into your contacts database to discover key trends in your data over time. Break down any report by contact or company-level properties.

Page Performance

Assess key metrics on how your pages are performing in terms of views, keywords, and links. Get customized recommendations on improving SEO performance.

Events [Enterprise]

Drill deeper visitor behavior on your website by generating marketing events on links, buttons, and purchases through your site. Use events to understand your visitors behavior and trigger automation flows.

Competitors Report

The Competitors report makes it easy to monitor other companies that you compete with in your industry through real-time data on key marketing and website metrics.

Marketing Asset Analytics

Analytics in HubSpot are spread across the entire platform. See detailed reports on every marketing asset - Landing pages, emails, your blog, calls-to-action, and more.

Want More Sales Templates?

Sales Pipeline Template

Easily manage your sales pipeline with the HubSpot Sales Pipeline Template. Add, edit and monitor deal stages, calculate the probability of every deal and manage contacts all from one sheet.

Sales Forecast Template

Project the revenue of every deal in our Sales Forecast Template. Avoid complex calculations, just plug in the deal stage and the template automatically computes the probability of closing.

Sales Funnel Template

Improve your sales funnel by tracking the stage of each deal. Manage your contacts, see the rep in charge of each deal and customize your sales funnel to suit your sales process.