Templates
Sustainability
Sales Forecasting Checklist
Sales Forecasting Checklist

Sales Forecasting Checklist

Run this checklist every quarter to forecast sales of an individual's current opportunities
1
Introduction:
2
Preparation:
3
Record forecast details
4
Enter your sales revenue quota
5
Data analysis:
6
Analyze your list of opportunities
7
Evaluate the estimated value of each opportunity
8
Evaluate the probability of each opportunity closing
9
The forecast:
10
Create a new spreadsheet
11
Input data into the spreadsheet
12
Calculate total expected revenue
13
Compare the forecast with your quota
14
Send to your manager for review
15
Sources:
16
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