Sales Forecast Calculator and Monthly Forecast Template
A sales forecast estimates the sales you will make in the months ahead. The simplest way is a run rate: this month’s sales × (1 + monthly growth) for each month. Sales of 40,000 a month growing 5% reach about 71,834 in month 12 and 668,519 over the year.
Choose a growth forecast to project sales month by month, or a pipeline forecast to weigh open deals by the chance they close. Works in any currency. Add a target to see the gap, the growth you need or your pipeline coverage, and download the table as a CSV template.
Sales forecast formulas
| Figure | Formula |
|---|---|
| Sales in month k | S × (1 + g)k |
| Total over n months | sum of months 1 … n |
| Weighted pipeline | Σ V × P |
| Pipeline forecast | closed + Σ V × P |
| Pipeline coverage | Σ V ÷ (T − closed) |
S: sales this month. g: monthly growth rate. V: open deal value in a stage. P: win probability of the stage. T: sales target for the period.
Example: growth forecast
A company sells 40,000.00 this month and grows 5% a month. Month 1 is 40,000 × 1.05 = 42,000.00, month 2 is 44,100.00 and month 3 is 46,305.00. Month 12 reaches 71,834.25, and the 12 months add up to 668,519.31. Five percent a month compounds to 79.59% a year.
Example: pipeline forecast
| Stage | Open value × probability |
|---|---|
| Qualified | 200,000 × 10% = 20,000 |
| Proposal sent | 120,000 × 30% = 36,000 |
| Negotiation | 60,000 × 60% = 36,000 |
| Commit | 20,000 × 90% = 18,000 |
| Weighted pipeline | 110,000 |
With 30,000.00 already closed, the quarter’s forecast is 30,000 + 110,000 = 140,000.00, which is 10,000.00 short of a 150,000.00 target (93.33%). The open pipeline of 400,000 covers the 120,000 still needed 3.33 times: check whether that is enough for your win rate with the pipeline coverage calculator.
Frequently asked questions
How do you calculate a sales forecast?
Start from current sales and an expected growth rate: next month = this month × (1 + growth). At 40,000 a month and 5% growth, month 1 is 42,000 and month 12 is about 71,834. For the current quarter, add up open deals × their win probability and the sales already closed.
What is a weighted pipeline forecast?
Each open deal counts at its value times the chance it closes, usually set by its stage. A 200,000 qualified stage at 10% counts as 20,000; a 20,000 commit stage at 90% counts as 18,000. The sum is the expected revenue from deals in the pipeline.
Which sales forecasting method should I use?
Use a run-rate growth forecast for a budget or a plan beyond the current quarter, when you know past sales but not individual deals. Use a pipeline forecast for the current month or quarter, when your CRM holds the open deals. Many teams compare both and look into the difference.
What win probability should each stage have?
Use your own history: the share of deals that reached a stage and were later won. Without data, common starting points are about 10% for qualified, 30% after a proposal, 60% in negotiation and 90% for a verbal commit. Review them every quarter.
What is pipeline coverage?
Pipeline coverage is open pipeline ÷ the revenue still needed to hit the target. A 400,000 pipeline against 120,000 still to close is 3.3×. Many B2B teams aim for about 3× because only a part of the pipeline closes.
Can I use this as a sales forecast template?
Yes. Enter your numbers and download the month-by-month or stage-by-stage table as a CSV file, then open it in Excel or Google Sheets and keep it updated each month with actual sales next to the forecast.
Related tools: commission and quota calculator, sales velocity calculator, customer acquisition cost calculator. More on sales and running a sales team on the SalesBond blog and the home page.
Official sources
- Wikipedia, Sales forecasting — methods and their uses.
- HubSpot, Sales Forecasting — pipeline and opportunity-stage forecasting, template.
- Wikipedia, Compound annual growth rate — compounding a growth rate.
- Wikipedia, Run rate — projecting current results forward.
Updated on Nov 6, 2026. This calculator is for information only and is not tax, legal or payroll advice. Results come from the formulas above. A forecast is only as good as its inputs: growth stays the same each month, and win probabilities are averages, not a promise for any one deal.
