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Sales Forecasting Meeting 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.

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  • 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

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About the author

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!

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    Former Chief Talent Officer, Shopify

    Fellow has been a game changer for us. I love how lightweight and easy it is to use. It intuitively builds into my day-to-day rhythm, and the natural flow of Shopify, making it so much simpler to have valuable conversations.”

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    Head of Customer Success, KeepTruckin

    “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.”

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    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.”

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    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.

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