Sales Forecast Template (Free Google Sheet Tool)
Forecasting sales is one of the most important tasks for any e-commerce or Shopify merchant—but also one of the hardest. Between seasonality, traffic swings, changing conversion rates, product launches, and inventory constraints, building an accurate sales forecast can feel overwhelming. Most founders end up with a messy spreadsheet that’s either too basic to be useful or too complicated to maintain.
To solve that, we’ve created a free Sales Forecast Template in Google Sheets that gives you a clean, structured 12-month forecast you can actually use. It includes product-level forecasting, channel-level forecasting, scenario modelling, built-in formulas, and a dashboard that automatically updates. No finance background needed.
In this article, you’ll get the full template, a breakdown of how it works, and guidance on how Verve AI can automate forecasting directly inside your Shopify store.
What Is a Sales Forecast?
A sales forecast estimates how much revenue you expect to generate over a future period—typically 12 months. It helps you understand:
How much stock you need
Expected cash flow
Whether you’ll hit revenue goals
When to invest in marketing or inventory
Resource and hiring planning
A good forecast is both top-down (based on traffic, conversion, AOV) and bottom-up (product-by-product projections). Your template includes both.
What’s Included in This Sales Forecast Template
Our Google Sheets template contains five integrated tabs:
1. Monthly Forecast (Bottom-Up View)
This is where you enter expected unit sales for each product or channel.
The template automatically calculates:
Monthly revenue
Annual revenue
Units sold
Category/channel totals
A complete revenue plan for the year
2. Drivers & Scenarios (Top-Down View)
This tab forecasts revenue based on:
Monthly traffic
Conversion rate
Average order value
Scenario multipliers (Base / Conservative / Optimistic)
This lets you test assumptions quickly and see if your product-level plan is realistic.
3. Summary & Dashboard
A clean snapshot of:
Total annual forecast
Average monthly revenue
Revenue by month (chart)
Top products by forecasted revenue
Comparison of bottom-up vs top-down forecasts
→ A powerful “sanity check” used in professional FP&A teams.
4. Formulas & Methodology
Clear explanations of how the model works and how to update assumptions.
5. Verve AI Panel
A quick link to turn this spreadsheet into a live, automated forecasting engine inside Shopify.
How to Use the Sales Forecast Template
Step 1 — Add Your Products or Channels
In the Monthly Forecast tab, list each product, SKU, or sales channel.
Step 2 — Enter Your Prices
Add the selling price (not cost) for each item.
Step 3 — Forecast Monthly Units
Enter expected units sold for each month.
This can be based on:
Last year’s performance
Trending products
Seasonality
Planned promotions
Stock levels and upcoming launches
Step 4 — Review the Dashboard
The Summary tab updates automatically to show:
Revenue by month
Annual totals
Top performers
Alignment between bottom-up and top-down forecasts
Step 5 — Use the Drivers Tab for Scenario Planning
Switch between Conservative, Base, and Optimistic scenarios to see:
How traffic affects revenue
How conversion improvements move the needle
How AOV changes affect forecast accuracy
This is an incredibly useful cross-check that most templates don’t include.
Download the Sales Forecast Template (Google Sheets)
Get your copy below:
Why Most Sales Forecast Templates Fall Short
Most forecasting spreadsheets break down because:
They require too much manual updating
They don’t handle new products well
They ignore lead times and inventory limits
They don’t include scenario modelling
They don’t connect to real sales data
They can’t forecast at the variant level
They don’t adapt when trends change
Spreadsheets are helpful to build a forecast, but not to maintain one.
That’s where Verve AI comes in.
A Better Way: Automated Sales Forecasting with Verve AI
The Sales Forecast Template is a great starting point — but Verve AI goes far beyond manual sheets.
What Verve AI Does Automatically:
Pulls your real sales, inventory and product data from Shopify
Forecasts demand at product and variant level
Adjusts forecasts as trends change (e.g. seasonality, promotions, sudden spikes)
Incorporates lead times and supplier performance
Connects forecasts to replenishment and purchase ordering
Highlights SKUs at risk of stockout or overstock
Updates your model continuously without any manual entry
The result:
A forecasting engine that stays accurate every day, not once per quarter.
If you like the spreadsheet version, you’ll love what Verve AI can do with live data.
Automate Your Sales Forecasting with Verve AI
Turn your manual forecast into a real-time revenue and inventory planning system.