Log in Try for free
Create a new workspace Log in to another workspace
Back to Sales Meetings
Business MeetingsClient MeetingsMeeting Minutes TemplatesOperations MeetingsPerformance Review MeetingsStaff MeetingsStand-Up MeetingsStrategic MeetingsWeekly Team Meetings1-on-1 MeetingsAgency MeetingsExpert-ApprovedAgile MeetingsBoard MeetingsCustomer Success MeetingsDesign MeetingsEngineering MeetingsExecutive MeetingsFinance MeetingsGovernment MeetingsHospital Staff MeetingsHR MeetingsLegal MeetingsLobbying MeetingsMarketing MeetingsPlanning MeetingsProduct MeetingsProject MeetingsRemote MeetingsRetrospective MeetingsSales MeetingsTeam Meetings

Sales Forecasting Meeting Template

Get this template

The forecast review meeting is an opportunity to hold sales reps accountable and to really analyze their deals. Use this template as a guide.

Expert-Approved Sales Meetings
Desktop Experience
In-meeting Experience
Meetings
Tue, Aug 4
4 Aug
10:30 - 11 AM
Sales Forecasting Meeting
10:30 - 11 AM
1 - 2 PM
4 Aug
9:30 - 11 AM
2 - 3 PM
Sales Forecasting Meeting
Today @ 10:30 - 11 AM
 Join video call
 Record with AI
Sales Forecasting Meeting
AI Recording in progress
306
493
Customize this template  
Template preview

Magnify Preview template

Sales Forecasting Meeting Template
By Joe Fleming
Seamless collaboration
Time-saving automations
AI suggested talking points
Auto transcription
Summarization by AI
Use template

  • Pick a template

    Save time with a pre-built template complete with recommended talking points to get you started

  • Customize it

    In Fellow, customize headers, talking points, and more before using it in your next meeting

  • Bring it to life

    Use the template in real-time with your meeting attendees to collaborate on meeting notes

What’s inside this Sales Forecasting Meeting Template:

1 [Name] Forecast

Provide your forecasting numbers below:

  • Worst case forecast:
  • Best case forecast:
  • Forecast
  • Best case deal review

2 [Name] Forecast

Provide your forecasting numbers below:

  • Worst case forecast:
  • Best case forecast:
  • Forecast
  • Best case deal review

3 [Name] Forecast

Provide your forecasting numbers below:

  • Worst case forecast:
  • Best case forecast:
  • Forecast
  • Best case deal review
Get this free template
Get this free template
Template preview
Joe Fleming

Template by

Joe Fleming

Joe is the Director of Sales at Fellow.app, where they lead a team of Account Managers to fuel the company’s revenue growth. Areas of expertise and professional interests include sales, start-ups, growth and B2B SaaS. Outside of work, Joe can be found hiking and spending time outdoors, hitting the slopes and playing guitar!

  • John Gleeson
    John Gleeson
    VP of Customer Success, Motive

    “I've never seen an app spread so quickly. Within a few weeks, there were hundreds of people using Fellow to follow up on the action items that inevitably come out of every meeting. It's been a game-changer for our team.”

  • Sabrina Leblanc
    Sabrina Leblanc
    Director of Sales, SurveyMonkey

    “Fellow has increased my productivity and has resulted in more collaborative 1:1s & team meetings. My team loves capturing their own agenda items. Getting prompted to add talking points is super handy when jumping from one meeting to the next.”

  • Liam Martin
    Liam Martin
    Co-founder, Time Doctor

    “Fellow has completely changed the way we manage meetings at Time Doctor. With 100+ people in 32 different countries, Fellow was one of the tools that took our remote meetings from confusion to clarity.”

Run delightful meetings with Fellow
See why leaders in 100+ countries are using it today.
Try for free Request a demo
Already using Fellow? Log in
You might also be interested in these templates
You might also be interested in these articles