What is a sales forecast? What is a sales budget? Why do we need them?

In simple terms, people are driven by goals and what we need to do is make sure we are clear on what their objectives are.

Creating a sales forecast is the best way for a sales person to maintain focus and for their manager to ensure they are on track.

Accounting and quoting systems can give you visibility of work in progress and quotes, but don’t give you any indication of a prospect that said they were interested, or a deal that is on the radar but not ready to quote.

Use this simple template to record and track all of your sales opportunities and you’ll know exactly where to focus your energy.

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