Sales Plan
ModelSheet: Custom spreadsheets in minutes
Combine data and judgment in a sales plan that optimizes your sales execution
This model is offered in a number of fully customizable versions. Compare these below and choose
the one that suits your business size and needs. Once selected, customizing your spreadsheet is quick and
easy. Your business could be using powerful, professional Excel analysis in minutes.
Each version is free to customize and preview.
| Standard | Pro | Power Pro |
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- Enter products and locations
- Calculate effect of seasonality
- Suitable for small-medium businesses
| All Standard features plus:
- Channels and industry segmentation
- Historical database
- Suitable for advanced sales models
| All Pro features plus:
- Largest modeling capacity
- Maximum time periods, products and segments
- Suitable for more complex businesses
| | 7 day free trial or $39 | 7 day free trial or $69 | $99 |
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Compare Versions
| | Standard | Pro | Power Pro |
| Product Market Segments | | | |
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| Product line (by products and product families) |  | | |
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| Selling locations | | | |
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| Sales channels (e.g. direct, indirect) | | | |
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| Euro zone report (reports $ and €) | | | |
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| Industry or additional segmentation | | | |
| Information used for Forecasting | | | |
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| Historical sales data | | | |
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| Historical price data | | | |
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| Databases for input of historical price data | | | |
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| Managers’ inputs (high-level sales targets) | | | |
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| Seasonality | | | |
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| Recently introduced products | | | |
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| New products | | | |
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| Capacity and utlization for each product | | | |
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| Cumulative progress toward revenue plan | | | |
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| Time interval of forecast (can be multiple time periods) | | | |
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| Trailing year reports (remove impact of seasonality and atypical orders) | | | |
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| Sales commissions | | | |
| Plan/Target Comparison | | | |
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| Adjust main segments (alter product, location, channel and industry to achieve targets – the model suggests changes to assist this) | | | |
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| Adjust two-factor segments (combine two factors to achieve targets. E.g. product and location) | | | |
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| Compare plan and actual sales (sales units and revenue) | | | |
| Adjustment for Market Conditions | | | |
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| Include macroeconomic indicator to adjust entire sales plan as the economic outlook changes over plan time | | | |
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| Include economic indicator for market conditions for each product and/or selling location and/or customer industry, to adjust sales plan as the economic outlook changes over plan time | | | |
| Profit and Margin % | | | |
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| Variable costs (by product, location, including cost of goods, selling, logistics and other) | | | |
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| Contribution margin ($ and % for each segment, by time) | | | |
| Pivot tables | | | |
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| Pivot table reports for history, plan and actual sales | | | |
| Custom Model Size Limits | | | |
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| Time periods in history and plan | 16 | 24 | 36 |
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| Products | 30 | 50 | 100 |
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| New products | 0 | 20 | 30 |
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| Selling locations | 8 | 12 | 16 |
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| Sales channels | 0 | 2 | 2 |
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| Industry (or other) segments | 8 | 12 | 16 |
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| Two-factor segments | 1 | 6 | 6 |
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| Total segments | 100 | 500 | 2000 |
Works with Microsoft® Excel® 2003 - 2010
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 | 1. Choose
The model you want |
 | 2. Customize
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 | 3. Download
And it's ready to use |
Each spreadsheet offers:
- Carefully organized layout
- Comments on every variable table
- Collapsible groups hide details until wanted
- Easy-to-read symbolic formulas show what the model does
- Easily change input data, start date, label text...
Meet your exact needs better than any static template.
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