{"product_id":"forsaljningsbudget-forsaljningsprognos-excel-2026-2027","title":"Sales Budget \u0026 Sales Forecast 2026\/2027 – Pipeline \u0026 Scenario | Swedish + English Excel, Word \u0026 PDF","description":"\u003cdiv class=\"mb-product\" lang=\"sv\"\u003e\n\n\u003cp\u003e\u003cstrong\u003ePlan your sales month by month and track how budget, actual outcome, pipeline, and full-year forecast evolve.\u003c\/strong\u003e The package includes a professional 12-month sales budget, a probability-weighted pipeline, scenario analysis, and separate guides in Swedish and English.\u003c\/p\u003e\n\n\u003cdiv style=\"background:#e7f6ed;border-left:4px solid #29865a;padding:14px 18px;margin:18px 0;border-radius:6px\"\u003e\n\n\u003cstrong\u003eReviewed October 8, 2026.\u003c\/strong\u003e The structure follows current Swedish government guidance on budgeting and sales planning. Amounts are handled excluding VAT by default.\u003c\/div\u003e\n\n\n\u003ch2\u003eWhat is included\u003c\/h2\u003e\n\n\u003ctable\u003e\n\n\u003cthead\u003e\u003ctr\u003e\n\n\u003cth\u003eDocument\u003c\/th\u003e\n\n\u003cth\u003eFormat\u003c\/th\u003e\n\n\u003cth\u003eContent\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eSales Budget \u0026amp; Sales Forecast – Swedish\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\u003ctd\u003e12 months, drivers, pipeline, budget\/outcome, scenario and decisions\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eSales Budget \u0026amp; Sales Forecast – English\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\u003ctd\u003eEnglish working\/reference version for Swedish business context\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eUser Guide – Swedish\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\u003ctd\u003eWorkflow, pipeline, weighting, common errors and limitations\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eUser Guide – English\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\u003ctd\u003eStep-by-step instructions\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eSales Tool\u003c\/td\u003e\n\n\u003ctd\u003eExcel\u003c\/td\u003e\n\n\u003ctd\u003eBudget, outcome, base forecast, pipeline, full-year forecast, scenario and dashboard\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\n\n\n\u003ch2\u003eThe Excel tool\u003c\/h2\u003e\n\n\u003cul\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003e12-month sales budget\u003c\/strong\u003e with up to 200 separate sales lines.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eProduct\/service, customer segment, channel, and market\u003c\/strong\u003e can be structured by unique Row-ID.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eActual outcome\u003c\/strong\u003e is registered using the same structure as the budget.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eBase forecast\u003c\/strong\u003e for remaining months is kept separate from open pipeline deals.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003ePipeline for up to 500 deals\u003c\/strong\u003e with value, stage, probability, expected closing month, and owner.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eWeighted pipeline\u003c\/strong\u003e is calculated as deal value × probability.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eFull-year forecast\u003c\/strong\u003e combines the outcome of closed months with base forecast and weighted pipeline.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eDashboard\u003c\/strong\u003e displays full-year budget, YTD outcome, budget fulfillment, weighted pipeline, forecast gap, and pipeline coverage.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eScenario analysis\u003c\/strong\u003e for price, base sales, and probability.\u003c\/li\u003e\n\n\u003cli\u003eVerification of \u003cstrong\u003eoutdated pipeline deals\u003c\/strong\u003e and risk of double-counting.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\n\u003ch2\u003eHow should a sales budget be built?\u003c\/h2\u003e\n\n\u003cp\u003eSales 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.\u003c\/p\u003e\n\n\n\u003ch2\u003eBudget, forecast, and pipeline are not the same thing\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003eThe budget\u003c\/strong\u003e is the approved plan. \u003cstrong\u003eThe forecast\u003c\/strong\u003e is the latest assessment of the expected outcome. \u003cstrong\u003eThe pipeline\u003c\/strong\u003e consists of sales opportunities that have not yet been won. These must be kept separate for tracking to be traceable.\u003c\/p\u003e\n\n\u003cp\u003eA 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.\u003c\/p\u003e\n\n\n\u003ch2\u003eFor which businesses?\u003c\/h2\u003e\n\n\u003cp\u003eSuitable 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.\u003c\/p\u003e\n\n\n\u003ch2\u003eFrequently asked questions\u003c\/h2\u003e\n\n\u003ch3\u003eIs this the same as a budget income statement?\u003c\/h3\u003e\n\n\u003cp\u003eNo. The sales budget goes deeper into the revenue side. The budget income statement combines sales with costs and shows the company's profit\/loss.\u003c\/p\u003e\n\n\u003ch3\u003eIs a sales forecast the same as a cash flow forecast?\u003c\/h3\u003e\n\n\u003cp\u003eNo. Sales\/revenue and customer payment can fall in different months. Use a cash flow budget separately for payment flows.\u003c\/p\u003e\n\n\u003ch3\u003eCan I use pipeline probabilities from our CRM?\u003c\/h3\u003e\n\n\u003cp\u003eYes. Adapt the probability to the company's own sales process and history. A general percentage does not fit all businesses.\u003c\/p\u003e\n\n\u003ch3\u003eIs VAT included in the forecast?\u003c\/h3\u003e\n\n\u003cp\u003eBy default, the template works excluding VAT for comparability with net sales and budget income statement. Adjust as needed.\u003c\/p\u003e\n\n\u003ch3\u003eCan the budget be changed when the forecast changes?\u003c\/h3\u003e\n\n\u003cp\u003eIt is better to preserve the approved budget and update the forecast separately. This allows for seeing the actual variance.\u003c\/p\u003e\n\n\n\u003ch2\u003eFormat and delivery\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003eFormat:\u003c\/strong\u003e DOCX, PDF, and XLSX. \u003cstrong\u003eLanguage:\u003c\/strong\u003e Swedish + English. \u003cstrong\u003eVersion:\u003c\/strong\u003e 1.0. \u003cstrong\u003eReviewed:\u003c\/strong\u003e 2026-10-08. The package is delivered as a ZIP file once the digital file has been linked to the product.\u003c\/p\u003e\n\n\n\u003cp\u003e\u003cstrong\u003eSources:\u003c\/strong\u003e Verksamt.se – Gör en budget och Resultatbudget; Almi – Budgetmall 2026 och vanliga frågor om budget.\u003c\/p\u003e\n\n\n\u003c\/div\u003e","brand":"Svenska Dokumentmallar","offers":[{"title":"Default Title","offer_id":55642895384918,"sku":"FORSALJNINGSFORECAST-2026-2027","price":79.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/01_forsaljningsbudget_prognos_2026_2027_hero.png?v=1791415193","url":"https:\/\/mallbutiken.se\/en\/products\/forsaljningsbudget-forsaljningsprognos-excel-2026-2027","provider":"Mallbutiken","version":"1.0","type":"link"}