You will get Custom Sales Forecast Template with KPIs – Ready to Use
Project details
Need a simple, reliable sales forecast you can actually use?
I’ll create a tailored Excel or Google Sheets forecast template with built-in KPIs, formulas, and visual dashboards so you can project your sales with confidence.
✅ Ideal for founders, sales teams, or consultants who need clarity.
✅ Built from scratch or improved from your current file.
✅ Includes walkthrough guide or video so you don’t get lost in the math.
Let’s make your forecast a tool—not a frustration.
I’ll create a tailored Excel or Google Sheets forecast template with built-in KPIs, formulas, and visual dashboards so you can project your sales with confidence.
✅ Ideal for founders, sales teams, or consultants who need clarity.
✅ Built from scratch or improved from your current file.
✅ Includes walkthrough guide or video so you don’t get lost in the math.
Let’s make your forecast a tool—not a frustration.
Language
EnglishBusiness Type
Small BusinessPlan Format
ExcelWhat's included
| Service Tiers |
Starter
$150
|
Standard
$250
|
Advanced
$400
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 10 days |
Number of Revisions | 1 | 2 | 2 |
Executive Summary | |||
Company Description | - | ||
Industry & Competitor Analysis | - | - | - |
SWOT Analysis | - | - | - |
Customer Analysis | - | ||
Tailored Marketing Plan | - | - | - |
Review & Critique | - | ||
Financial Forecast | - | ||
Investor List | - | - | - |
Outreach Email Copy | - | - | - |
About Joly Stephany
Client Growth / Customer Success
Cartagena, Colombia - 8:56 am local time
I'm a bilingual Executive MBA candidate and National Sales Director with over 10 years of experience in B2B consultative selling, strategic planning, CRM automation, and leadership development across LATAM.
📊 Highlights:
- +225% sales goal achievement in 2023 ($2.1B COP vs $931M target)
- Led commercial strategy for a tech firm in 4 countries: Mexico, Colombia, Peru & Chile
- Built scalable sales processes with forecast accuracy and territory optimization
- Expert in storytelling-based sales presentations and high-converting proposals
- Skilled in team coaching, spiritual intelligence, and alignment with corporate purpose
🤝 I work with SaaS companies, financial services, tourism, and purpose-driven ventures that want to grow with strategy, automation and excellence.
Let’s optimize your sales engine while you focus on leading with clarity.
Steps for completing your project
After purchasing the project, send requirements so Joly Stephany can start the project.
Delivery time starts when Joly Stephany receives requirements from you.
Joly Stephany works on your project following the steps below.
Revisions may occur after the delivery date.
Review data and construction
review of the requirements and construction of the format