ConditionalVisibility

new-products-promo

sales-forecasting-spreadsheet-simple-01

sales-forecasting-spreadsheet-daily-02

sales-forecasting-spreadsheet-monthly-03

sales-forecasting-spreadsheet-04-year

sales-forecast-spreadsheet-05-5year

Business tips

automate-spreadsheets-00-hero

Microsoft Excel

Google Sheets

Learn how to predict revenue, track performance, and optimize your sales with our favorite sales forecasting spreadsheets for Excel and Google Sheets.

The 5 sales forecasting spreadsheets you really need

Often it's helpful to store, backup and organize emails matching certain characteristics to a Google Spreadsheet. This Gmail Google Sheets integration makes it a breeze to setup a simple rule (i.e. emails from: 

Gmail

Save new Gmail emails matching certain traits to a Google Spreadsheet

Spreadsheets make it easy to filter and sort through new prospects, but take time to build. Use this Facebook Lead Ads-Google Sheets integration to link your records directly to your ads so you can keep your mind on marketing. After being set up, every new ad lead on Facebook will trigger this Zap, automatically creating a new row on Google Sheets with all those valuable details for you. Learn more in our 

Facebook Lead Ads

Add new Facebook Lead Ads leads to rows on Google Sheets

The days of exporting your form submissions by hand are over. Set up this integration and Zapier will do it for you from now on. Any new Jotform submission will automatically create a new row on an Excel spreadsheet with all the responses you want, ready to be sorted, calculated, and analyzed at your leisure.

Jotform

Add new Jotform submissions to Excel spreadsheet rows

It's easy to manage groups of related data with tables in Excel. This Zap will make things even easier for you, automatically adding new Jotform submissions to Excel as rows in a table. That way, you can keep all of your data up-to-date and in a central location.

The 5 sales forecasting spreadsheets you really need

Related articles

Improve your productivity automatically. Use Zapier to get your apps working together.