Free template, copy and use

Free sales forecast call template

A forecast call agrees what the team will close this period. This template separates commit from best case and spends the time on deals that moved and the gap to target.

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Paste it into Google Docs, Word, Notion or an email. Replace the [brackets].

Sales forecast call template

Forecast

Team: [team] | Period: [quarter] | Week: [number] | Date: [date]

Numbers

Target: [ ] | Closed: [ ] | Commit: [ ] | Best case: [ ] | Gap: [ ]

Changes since last week

[Deal] moved from [ ] to [ ] because [ ]

Commit deals at risk

[Deal] | Risk: [ ] | Plan: [ ] | Owner: [name]

Upside

[Deal] | What has to happen to close: [ ]

Actions to close the gap

[Action] | Owner: [name] | Due: [date]

How to use this template

  • Define commit and best case once, and use the same definitions every week.
  • Focus on what changed since last week.
  • Only call a deal commit if the paper process is known.

Skip the typing

Acta records your Zoom, Google Meet and Teams meetings, with or without a bot, and writes the notes for you: a summary, decisions, next steps and action items with owners, next to the transcript. Free for 15 days.

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Frequently asked questions

Related:

What is the difference between commit and best case?

Commit is what you're confident will close this period; best case adds deals that could close if things go well.

How long should a forecast call be?

30 to 45 minutes, weekly, focused on changes and risks.

Is this sales forecast call template free?

Yes. Copy it into Google Docs, Word, Notion or an email and use it as often as you like. No sign-up needed.

Can AI fill in the sales forecast call for me?

Yes. Acta records the meeting on Zoom, Google Meet or Microsoft Teams, with or without a bot, or in person with the mobile app, and writes the notes, decisions and action items with owners afterwards. Anything the meeting didn't cover is left out, not made up.