About this template
Plan your sales month by month and track how budget, actual outcome, pipeline, and full-year forecast evolve. The package includes a professional 12-month sales budget, a probability-weighted pipeline, scenario analysis, and separate guides in Swedish and English.
What is included
| Document | Format | Content |
|---|---|---|
| Sales Budget & Sales Forecast – Swedish | Word + PDF | 12 months, drivers, pipeline, budget/outcome, scenario and decisions |
| Sales Budget & Sales Forecast – English | Word + PDF | English working/reference version for Swedish business context |
| User Guide – Swedish | Word + PDF | Workflow, pipeline, weighting, common errors and limitations |
| User Guide – English | Word + PDF | Step-by-step instructions |
| Sales Tool | Excel | Budget, outcome, base forecast, pipeline, full-year forecast, scenario and dashboard |
The Excel tool
- 12-month sales budget with up to 200 separate sales lines.
- Product/service, customer segment, channel, and market can be structured by unique Row-ID.
- Actual outcome is registered using the same structure as the budget.
- Base forecast for remaining months is kept separate from open pipeline deals.
- Pipeline for up to 500 deals with value, stage, probability, expected closing month, and owner.
- Weighted pipeline is calculated as deal value × probability.
- Full-year forecast combines the outcome of closed months with base forecast and weighted pipeline.
- Dashboard displays full-year budget, YTD outcome, budget fulfillment, weighted pipeline, forecast gap, and pipeline coverage.
- Scenario analysis for price, base sales, and probability.
- Verification of outdated pipeline deals and risk of double-counting.
How should a sales budget be built?
Sales should be broken down into realistic drivers: price, volume, assortment, customers, customer segments, geographic markets, and marketing activities. Months should be assessed separately when the business has seasonality, campaigns, capacity constraints, or major one-off deals.
Budget, forecast, and pipeline are not the same thing
The budget is the approved plan. The forecast is the latest assessment of the expected outcome. The pipeline consists of sales opportunities that have not yet been won. These must be kept separate for tracking to be traceable.
A probability-weighted pipeline is an expected value and should not be treated as guaranteed sales. The same deal must not be included in both the base forecast and the pipeline, as this results in double-counting.
For which businesses?
Suitable for, among others, consulting firms, B2B sales, e-commerce, service companies, retailers, agencies, project-based businesses, and smaller sales organizations that need a structured tool without a full CRM system.
Frequently asked questions
Is this the same as a budget income statement?
No. The sales budget goes deeper into the revenue side. The budget income statement combines sales with costs and shows the company's profit/loss.
Is a sales forecast the same as a cash flow forecast?
No. Sales/revenue and customer payment can fall in different months. Use a cash flow budget separately for payment flows.
Can I use pipeline probabilities from our CRM?
Yes. Adapt the probability to the company's own sales process and history. A general percentage does not fit all businesses.
Is VAT included in the forecast?
By default, the template works excluding VAT for comparability with net sales and budget income statement. Adjust as needed.
Can the budget be changed when the forecast changes?
It is better to preserve the approved budget and update the forecast separately. This allows for seeing the actual variance.
Format and delivery
Format: DOCX, PDF, and XLSX. Language: Swedish + English. Version: 1.0. Reviewed: 2026-10-08. The package is delivered as a ZIP file once the digital file has been linked to the product.
Sources: Verksamt.se – Gör en budget och Resultatbudget; Almi – Budgetmall 2026 och vanliga frågor om budget.
