Projected sales from pipeline & win rate. The Sales Forecast Calculator takes open pipeline value, historical win rate, average sales cycle, new pipeline added per month and returns expected revenue from the current pipeline plus expected revenue per month at steady state, current pipeline converting per month. Results update as you type, and the formula is shown under the result so you can repeat it in your own spreadsheet.
Pricing and sales metrics decide how much of the value you create you actually keep. Test price changes against margin, not volume alone, and measure the pipeline consistently so forecasts can be trusted. Use the worked example below to check the maths against your own figures.
How the Sales Forecast Calculator works
A pipeline forecast weights what is open by how often deals close, and the sales cycle spreads it over time. It is only as good as the win rate, so measure that from closed deals, not optimism.
Worked example
With the example values (open pipeline value of $500,000, historical win rate of 30%, average sales cycle of 45 days, new pipeline added per month of $150,000), the expected revenue from the current pipeline is $150,000.00; expected revenue per month at steady state $45,000.00, current pipeline converting per month $100,000.00. Change any figure above and the result updates immediately; use Copy results to paste the summary into a note or email.
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Frequently Asked Questions
How is expected revenue from the current pipeline calculated?
forecast = pipeline value × win rate; monthly run-rate = new pipeline per month × win rate.
Which figures do I need?
Open pipeline value, historical win rate, average sales cycle, new pipeline added per month. Take them from the same period and the same set of accounts or reports so the ratio is consistent, and check the example values as a guide to the units expected.
Should I test a price change before rolling it out?
Yes. Model the margin impact here first, then test on a segment or product line and measure volume and margin before applying it everywhere.
