Template · Forecasting & Analytics

Quarterly Forecast
Model

75% of sales organizations miss their forecasts by more than 10% every quarter. Companies that achieve 75%+ forecast accuracy generate 3× higher revenue per sales rep than those that don't.Gartner / InsideSales.com

The solution: A fully linked, six-tab forecast workbook built for B2B SaaS revenue organizations. Covers ARR waterfall, recognized revenue, P&L, sales capacity and pipeline, CS retention, and an executive dashboard — all driven from a single Assumptions tab.

Format Interactive App + .xlsx
Structure 6 Linked Tabs
Period Quarterly · FY 2025
Inputs Assumptions tab · 34 defined
Comp Modeling AE + CS fully loaded
Process Guide How to run the quarterly forecast ↓ Download .pdf
Input Definitions ↓ Download .pdf
Built by Julia Ormond
Edit the Assumptions tab — all tabs update live
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Download the workbook and replace the Assumptions tab inputs with your own numbers. The rest of the model updates automatically. Works in Excel and Google Sheets.