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Customizable Spreadsheet Template: Sales Planning
A Sales Plan Template For All Seasons
Our sales planning spreadsheet model combines historical trends and management targets to build a better sales plan for
your small to medium-sized business.
- Managers provide sales targets for major product-market segments and for the overall plan. The template fosters a process
in which sales managers, product managers, industry segment managers, and executives make appropriate inputs. Only human
judgment can evaluate the impact of emergent factors – new products and technologies, new competitors, changed market conditions.
- Historical sales data and trends provide the basic framework of a forecast. They capture relationships between segments
at a detail level without human intervention.
If your business sells five products with support contracts in five regions and five industries, you have 250 product-market
segments. Add several sales channels with variations of products, support, license terms, and you have thousands of segments.
ModelSheet’s sales planning template forecasts each product–market segment separately.
| Version | Description | | Download
Price |
| Light | The Light version has the same features as the Standard version, only it is smaller. It lets you try the customization process and download a customized working template for free. |
| Free |
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| Standard | Provides a sales plan with products, sales channels, historical trends, seasonality for modest-sized analyses. |
| $89 $49 |
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| Advanced | Includes all features in the Standard version, plus optional customer industry segments, new products, product profit margins, foreign currency zone, and a larger model. |
| $149 $89 |
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| Advanced Extra-Large | Includes all features of the Advanced version, and a larger model with more products, channels, customer industries, and longer historical and plan time ranges. |
| $199 $119 |
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* Customization and preview is always free. If applicable, you'll be asked to buy before downloading a working spreadsheet.
More Details About the Model
Show detailsThis application generates sales plans from historical trends and managers' targets. Managers' judgment controls the plan, and historical data fills in detail where managers don't provide targets.
The current model includes these features. (For a simpler sales plan, see "Sales Plan for a Small Startup".)
- Uses linear regression on sales unit history to extract trends.
- Limits positive and negative growth rates, so that small and unstable segments do not blow up the overall plan.
- New products start their trend lines at product introduction dates.
- Forecasts revenue for product x location x channel x industry segments, using unit sales plan, list prices, and price discount percentages.
- Managers' revenue targets for various segments override historical trends so human judgment controls the plan.
- The model computes suggested adjustment factors to raw regression forecast to make the final forecast closely match managers' targets.
- If managers' targets are inconsistent (e.g. product managers targets canot be reconciled with channel managers' targets), the planner can choose which targets to emphasize.
- Includes adjustment factors for product x location x sales channel x industry segments.
- Forecasts actual average selling prices by segment from list prices and actual price discount history.
- When time grain is Quarters, the model extracts seasonality from historical data and applies it to the plan.
- Estimates growth trends free of seasonality.
- Estimates seasonal effects using regression methods.
- Adds historic seasonality back into forecast.
- Provides trailing-4-quarter history and plan, to eliminate seasonality and reduce effects of random large orders.
- Optionally uses local currency along with global currency - for now, Euros in the Euro Zone.
- Optionally accepts historical input data for revenue, sales units, prices (and variable costs if you select the margin forecasting feature) from databases.
Not all features are included in the Standard version. The Template is Easy to Use
Each template for Microsoft® Excel® contains · carefully organized layout · Excel comments on every variable table ·
Excel collapsible groups to hide detail until you want it ·
a worksheet with easy-to-read symbolic formulas that tell you what the model does.
View an introductory video to see how easy it is to use our customized templates!
Easy Customization - Included
Imagine you can get the template you need by filling in a simple form, without having to edit a spreadsheet. With
ModelSheet customized templates, you can do just that! You don't need to change cell formulas or spend time struggling with Excel.
The process takes minutes, not days or weeks. Customization is included with every template purchase. And for most models, you can customize
and download several times, allowing you to fine-tune your template.
View an introductory video to see how easy it is to customize a template!
New! International Formatting
During customization you can select from a set of international currency symbols and date entry and display formats. Once you create a free account, you can also set these options in your profile.
You can continue to customize your template in Excel
Your customized spreadsheet template makes it easy for you to change the following items in Excel:
- All the input data
- Starting date
- Text of all labels (e.g., products, departments, locations, etc.)
Looking for more customizations?
If you want more customizations, we can build them for you. Our experience in business and engineering analysis, combined
with revolutionary ModelSheet technology, enable us to build complex custom templates and deliver great value. Learn what
our customers say about our consulting services.
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