Customize and complete your essential 12 Month Sales Forecast template

Prepare to streamline document creation using our fillable 12 Month Sales Forecast template. Create exceptional documents effortlessly with just a few clicks.

Create blank document Upload your document

Last updated on Sep 20, 2025

Spend less time on PDF documents and forms with pdfFiller’s tools

Comprehensive PDF editing

Build documents by adding text, images, watermarks, and other elements. A complete set of formatting tools will ensure a polished look of your PDFs.

Fillable fields

Drag and drop fillable fields, checkboxes, and dropdowns on your PDFs, allowing users to add their data and signatures without hassle.

Templates for every use case

Speed up creating contracts, application forms, letters, resumes, and other documents by selecting a template and customizing it to your needs.

Electronic signature

Instantly sign any document and make it easy for others to sign your forms by adding signature fields, assigning roles, and setting a signing order.

Online forms

Publish fillable forms on your website or share them via a direct link to capture data, collect signatures, and request payments.

Easy collaboration

Work on documents together with your teammates. Exchange comments right inside the editor, leave sticky notes for your colleagues, highlight important information, and blackout sensitive details.

Millions of users trust pdfFiller to create, edit, and manage documents

64M+

million users worldwide

35M+

PDF forms available in the online library

53%

of documents created from templates

65.5K+

documents added daily

Customized 12 Month Sales Forecast Template

Achieve clarity and focus in your sales planning with our customizable 12 Month Sales Forecast template. This tool helps you outline your sales objectives, track progress, and make informed decisions. You can easily adapt it to suit your specific needs, offering you a robust framework to secure your business's future.

Key Features

Fully customizable design for different business needs

Monthly tracking capabilities for detailed analysis

Clear visualization of sales trends and forecasts

User-friendly format that simplifies data entry

Integration options with existing sales tools

Potential Use Cases and Benefits

Helps sales teams set realistic targets based on historical data

Enables business owners to predict cash flow and optimize inventory

Aids in strategic planning by identifying growth opportunities

Facilitates communication of sales goals across departments

Supports effective resource allocation to boost productivity

This sales forecast template addresses common challenges faced by businesses, such as unclear sales goals and inadequate planning. By using our template, you can establish a clear pathway to reach your sales targets, enhance your decision-making processes, and ultimately drive your business toward success.

Kickstart your document creation process

Browse a vast online library of documents and forms for any use case and industry.

Use template

Top-rated PDF software recognized for its ease of use, powerful features, and impeccable support

How to create a fillable PDF form

With a few simple steps, you can collect completed documents from as many users as you need.

Start with a blank document or select a template

Save time by editing a ready-made template or build your document from the ground up.

Customize your form

Edit a document’s content, add your logo or other images, and insert and configure fillable fields to ensure an intuitive completion experience for users.

Publish your form online

Generate a direct link to your form or embed it into your website so that users can complete their copy from any desktop or mobile device.

Find all filled-out forms in one place

Receive instant notifications on incoming forms and find completed copies in your pdfFiller inbox.

Upload your document

Our user reviews speak for themselves

5.0

This has made my life 100x easier. I'm able to complete and sign documents. Then file them with the court & it saves ink and paper cost. Thank you!!!!

Marisa E

5.0

This app has been a lifesaver. I have recently started a position as an Administrative Assistant and the abilities within this program make my job hassle-free. It makes filling in PDFs and requesting e-signatures as efficient as possible.

T Turner

4.0

Great application for getting forms filled out quickly and efficiently. Love the feature of being able to mail directly from the application and have used that several times.

Anonymous Customer

5.0

An Alternative To Adobe Run a small business without additional Adobe and DocuSign subscriptions.... It is a great value and it surprises me with new features on a quarterly basis. When I need new functionality I search for it and am no longer surprised when it is there! I wish it would break down .PDF text into MS Word documents.

NIELS A.

5.0

Features & functionality I use it a lot when responding to discovery requests The variety of features & functionality for PDF's Not easy to navigate website, site not visually appealing

Amelia W.

5.0

Makes PDF files easy to manage! It makes it easy for our employees to attain and manage pdf files on the go. It saves every time and is easily accessible. There are times when it takes a few times to bring up the document. This may just be an internet issue on my end.

Adam T.

5.0

Fulfill Your PDF with pdfFiller The feature I like the most is we can easily export as it is integrated Google, Microsoft and many cloud storages. The text editing feature is awesome. Just Go for it ,your data is safer here Font size editing and positioning the text is difficult at the beginning

Ashok K.

4.0

Getting started was not good. After I got the form on the screen, it was not centered on the monitor and extremely slow to go to next lines. I can't seem to print the form now that I am finished. During my attempts to complete the form, a blank square appeared in the middle of the form. I could not erase the blank square, and it drastically blotted out data that was important. When I tried to get a replacement form, it was to no avail. I finally printed the form with the blank square in the center and filled it in with a typewriter. Based on that, I didn't try to use your system any longer. In general, I was quite disaplpointed with the results.

Robert E. A

4.0

Easy to use and having documents saved in different versions on the cloud was very helpful. Kind of expensive for the level of support that I needed.

Thomas S

Your go-to guide on how to craft a 12 Month Sales Forecast

Creating a 12 Month Sales Forecast has never been so easy with pdfFiller. Whether you need a professional document for business or personal use, pdfFiller provides an intuitive platform to make, modify, and manage your documents efficiently. Employ our versatile and fillable web templates that align with your specific requirements.

Bid farewell to the hassle of formatting and manual editing. Employ pdfFiller to easily create accurate forms with a simple click. Begin your journey by using our comprehensive guidelines.

How to create and complete your 12 Month Sales Forecast:

01

Create your account. Access pdfFiller by logging in to your profile.

02

Search for your template. Browse our comprehensive collection of document templates.

03

Open the PDF editor. When you have the form you need, open it up in the editor and use the editing tools at the top of the screen or on the left-hand sidebar.

04

Insert fillable fields. You can pick from a list of fillable fields (Text, Date, Signature, Formula, Dropdown, etc.).

05

Adjust your form. Include text, highlight information, insert images, and make any required adjustments. The intuitive interface ensures the procedure remains smooth.

06

Save your changes. When you are satisfied with your edits, click the “Done” button to save them.

07

Submit or store your document. You can send out it to others to eSign, download, or securely store it in the cloud.

In conclusion, creating your documents with pdfFiller templates is a smooth process that saves you time and ensures accuracy. Start using pdfFiller today to make the most of its powerful capabilities and effortless paperwork management.

Ready to try the award-winning PDF editor in action?

Start creating your document in pdfFiller and experience firsthand how effortless it can be.

Create blank document Upload your document

Questions & answers

Below is a list of the most common customer questions.

If you can’t find an answer to your question, please don’t hesitate to reach out to us.

What if I have more questions?

Contact Support

How to generate a sales forecast?

How to create a sales forecast List out the goods and services you sell. Estimate how much of each you expect to sell. Define the unit price or dollar value of each good or service sold. Multiply the number sold by the price. Determine how much it will cost to produce and sell each good or service.

How do you create a sales forecast spreadsheet?

Follow these steps to forecast using moving averages: Step 1: Input Historical Data. Step 2: Identify Your Forecasting Cell. Step 3: Choose the Moving Average Period. Step 4: Calculate the Moving Averages. Step 5: Forecast Future Values. Step 6: Visualize the Data and Moving Averages. Step 6: Evaluate and Adjust.

How do you calculate sales forecast?

Simply multiply the number of customers you expect to do business with next month (or quarter or year) by how much money they'll spend on your products and services. For example, if you have 72 new customers next month, and they'll spend an average of $1,950, the equation looks like this: 72 x $1,950 = $140,400.

How do you create a 12 month rolling forecast?

To create your own rolling forecast template in Excel, follow these steps: Identify Outcomes and Objectives. Pick the Time Frame. Determine the Level of Detail. Identify the Contributors. Identify the Value Drivers. Confirm Data Accuracy. Plan for Scenarios and Variances. Compare the Actual and Estimated Forecasts.

How to do a 12 month sales forecast?

How to create a sales forecast List out the goods and services you sell. Estimate how much of each you expect to sell. Define the unit price or dollar value of each good or service sold. Multiply the number sold by the price. Determine how much it will cost to produce and sell each good or service.

How do you create a sales forecast?

To create an accurate sales forecast, follow these five steps: Assess historical trends. Examine sales from the previous year. Incorporate changes. This is where the forecast gets interesting. Anticipate market trends. Monitor competitors. Include business plans. Accuracy and mistrust. Subjectivity. Usability.

What is a sales forecast example?

Top-down sales forecasts Start with the total size of the market and estimate what percentage of the market the business can capture. If the size of a market is $20 million, for example, a company may estimate it can win 10% of that market, making its sales forecast $2 million for the year.

What are the steps to preparing a sales forecast?

Build an Actionable Sales Forecast With These 4 Steps: Align the sales process with your customer's buying process. Define each stage of the sales process. Train your sales team. Analyze the pipeline.

How to build a rolling forecast model?

Steps in Creating Rolling Forecasts Identify the objectives. Consider the time frame. Determine the level of detail. Identify the contributors to the process. Identify value drivers. Verify the source of data. Create scenarios and sensitivities. Measure actual and estimated forecasts.

How to set up rolling forecast in Excel?

To create a rolling forecast in Excel, set up a template with columns for time periods (e.g., months) and rows for different forecasted metrics. Use formulas to link actual data from previous periods and project future periods based on historical trends or assumptions.

How do you do a 12-month rolling forecast?

For example, a 12-month rolling forecast would begin as January through December for 2022, and when January 2022 actual results are finalized, that month would be dropped and replaced by January 2023. The forecast still encompasses 12 months, but it slides forward each month.

What is a rolling 12-month cash flow forecast?

With a rolling monthly cash flow forecast, the number of periods in the forecast remains constant (e.g., 12 months, 18 months, etc.). The forecast is rolled forward every time there is a month of historical data to input.

How to create a forecast sheet in Excel?

Create a forecast In a worksheet, enter two data series that correspond to each other: Select both data series. On the Data tab, in the Forecast group, click Forecast Sheet. In the Create Forecast Worksheet box, pick either a line chart or a column chart for the visual representation of the forecast.

What is the formula for sales forecasting?

A sales forecast formula is a math equation you use to predict how much money your customers will spend in the future. How do you calculate it? Simply multiply the number of customers you expect to do business with next month (or quarter or year) by how much money they'll spend on your products and services.

What is the formula for sales forecast in Excel?

Excel's Forecast function is available by clicking the "Function" button in the Excel toolbar, or by typing "=FUNCTION(x,known_y's,known_x's)" in a cell. In a sales forecast, the y data are sales from previous time periods and the x data are a factor influencing sales in each time period.