CRM & Lead Pipeline
Deals by stage, weighted forecast, follow-ups and an activity log.
See what is insideEXCELCRAFT PRO TEMPLATE
Sales report
with targets and forecast.
Where you are, where you will land, and what is driving it. Record sales lines and the report shows revenue and margin against target, the best products and regions, and a forecast for the rest of the year.
Planned pricing: $8 a month or $60 a year. No payment is taken today.
ExcelCraft / Sales Report & ForecastFictional sample
- Target vs actual
- Margin by product
- Year-end outlook
INSIDE THE WORKBOOK
Every sheet
has one job.
Mint cells are where you type. White cells calculate. Instructions inside the file explain each field.
- Dashboard
- Revenue year to date vs target, gross margin, year-end outlook and orders, with monthly target, actual and forecast, by product and by region.
- Sales
- Each sale with date, invoice, customer, product, region, quantity, price and discount; revenue, cost and margin calculate.
- Products
- Products with category, unit cost and list price, and their year-to-date revenue and margin.
- Targets
- Monthly targets with actual, forecast, outlook and % of target.
- Settings · Checks · Instructions
- Year, last closed month, growth assumption and regions.
WHY IT HELPS
Built around
the real task.
Sales by month, product and region against target, with a year-end outlook.
Margin, not just revenue
Unit costs on Products turn every sale into gross profit, so you can see which products earn their place.
A forecast you can explain
The rest of the year is projected from the last three closed months, grown by a monthly rate you set.
Target tracking that adds up
Each month shows target, actual or forecast, and the outlook for the year against the annual target.
GETTING STARTED
Three steps
to your own version.
The sample shows a working example; the blank version keeps every formula ready for your records.
Add products and targets
List products with costs, and enter a revenue target for each month.
Record sales
Paste or type sales lines from your invoicing or shop system.
Close each month
Move the closed month forward on Settings and review the Dashboard.
QUESTIONS
Before you begin.
Short answers about how the workbook behaves.
Can I import from my shop or invoicing app?
Export sales to CSV, then paste the columns into Sales in the same order.
How accurate is the forecast?
It is a simple run-rate, useful for planning conversations. Adjust the growth rate to test scenarios.
Can I report by salesperson?
Use the Region column for salesperson, territory or channel; rename it to suit.
What about returns?
Enter a return as a negative quantity on the date it happened.
How do I keep my changes?
Use Download XLSX or PDF in the editor before closing the tab. Nothing is saved to a server automatically, and your workbook never leaves your device while you edit.
Will it work in Excel and Google Sheets?
The files use standard XLSX formulas without macros, pivot tables or external links. They are checked with the ExcelCraft engine; compatibility with every Excel or Google Sheets version is not guaranteed. Review formulas, charts and formatting in your app before relying on important figures.
Can I change the currency?
Amounts use a $ number format. Change the cell format to your currency; the formulas do not convert between currencies.
EXCELCRAFT PRO · EARLY ACCESS
Part of
ExcelCraft Pro.
Pro workbooks cover whole workflows: purchasing to receiving, journal to balance sheet, tasks to portfolio health. Pro is planned to include AI credits for editing through chat. Pro downloads and the AI assistant are not available yet.
- Every Pro workbook as it is released, with dashboards, checks and instructions
- Planned: monthly AI credits for editing spreadsheets through chat
- Planned launch pricing; final terms are not set
$8/ month
or $60 / year · planned launch price
No payment today. We email you once when Pro opens.
How Pro worksRELATED
Works well with.
Separate workbooks for neighbouring jobs. Records do not sync between files.
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Inventory Movement & Reorder Planner
Receipts, issues and adjustments with automatic stock, reorder points and a buy list.
See what is insideYour workbook stays in this browser while you edit. Use Download in the editor to keep your work, and review important figures in the saved copy. How local files are handled.
Original ExcelCraft workbook design, formulas and fictional sample data · CC0. Management tool only; not tax, legal or accounting advice.