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Sales Plan for a Small Startup

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Description of the Sales Plan for a Small Startup

The model organizes sales history and a sales plan, with sales units, prices and revenue, segmented by product.

You specify the time range and time grain (days, weeks, months, ...). You can alter the start date in Excel. You specify the number of products and their names. Products can be assigned to product families. Enter historical data before plan time to help see trends. Compare plan and actual values for revenue and sales units in tables and graphs (Advanced version). Organizes your text assumptions that underlie the cash flow plan. (Advanced version) Use three optional scenarios to specify low, medium and high sales plans.

This workbook was generated by ModelSheet on March 1, 2011, except for this worksheet of comments.

Copyright 2011 ModelSheet Software, LLCModelSheet and the ModelSheet logo are registered trademarks of ModelSheet Software, LLC.

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Company Name ABC, Inc.Plan Date 1/1/11

Q1 2012 Q2 2012 Q1 2011Sales Units Sales Units History

Product 1 Product 1

Channel 1 0 0 Channel 1Channel 2 0 0 Channel 2 Total 0 0 Total 0

Product 2 Product 2

Channel 1 0 0 Channel 1Channel 2 0 0 Channel 2 Total 0 0 Total 0

Total 0 0 Total 0

Channel 1 0 0 Channel 1 0Channel 2 0 0 Channel 2 0Total 0 0 Total 0

Q1 2012 Q2 2012 Q1 2011Avg Price - Plan Price History

Product 1 Product 1

Channel 1 $1.00 $1.00 Channel 1 $0.00Channel 2 $1.00 $1.00 Channel 2 $0.00Total $0.00 $0.00 Total $0.00

Product 2 Product 2

Channel 1 $1.00 $1.00 Channel 1 $0.00

Channel 2 $1.00 $1.00 Channel 2 $0.00Total $0.00 $0.00 Total $0.00

Total $0.00 $0.00 Total $0.00Channel 1 $0.00 $0.00 Channel 1 $0.00Channel 2 $0.00 $0.00 Channel 2 $0.00Total $0.00 $0.00 Total $0.00

Revenue - Plan Revenue HistoryProduct 1 Product 1

Channel 1 $0.00 $0.00 Channel 1Channel 2 $0.00 $0.00 Channel 2 Total $0.00 $0.00 Total $0.00

Product 2 Product 2

Channel 1 $0.00 $0.00 Channel 1Channel 2 $0.00 $0.00 Channel 2 Total $0.00 $0.00 Total $0.00

Total $0.00 $0.00 Total $0.00Channel 1 $0.00 $0.00 Channel 1 $0.00Channel 2 $0.00 $0.00 Channel 2 $0.00Total $0.00 $0.00 Total $0.00

Sales ForecastSummary

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Q2 2011 Q3 2011 Q4 2011

0 0 0

0 0 0

0 0 0

0 0 00 0 00 0 0

Q2 2011 Q3 2011 Q4 2011

$0.00 $0.00 $0.00$0.00 $0.00 $0.00$0.00 $0.00 $0.00

$0.00 $0.00 $0.00

$0.00 $0.00 $0.00$0.00 $0.00 $0.00

$0.00 $0.00 $0.00$0.00 $0.00 $0.00$0.00 $0.00 $0.00$0.00 $0.00 $0.00

$0.00 $0.00 $0.00

$0.00 $0.00 $0.00

$0.00 $0.00 $0.00$0.00 $0.00 $0.00$0.00 $0.00 $0.00$0.00 $0.00 $0.00

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Variable Display As Dimension IndexAssumptions_Sc_Off Assumptions

Company_Name Company Name

Plan_Date Plan Date Global Data:

Price_Actual Avg Price - Actual Products, Sales_Channels Data:Roll-up:

Price_History Price History Products, Sales_Channels Roll-up:

Price_Plan Avg Price - Plan Products, Sales_Channels Data:Roll-up:

Products_Dim Products Dim Products Data:

Revenue_History Revenue History

Revenue_HistPlan Revenue Products, Sales_Channels Data:

Revenue_Plan Revenue - Plan Products, Sales_Channels Data:

Revenue_Plan_tsum_plt Revenue Products Data:

Sales_Units_History Sales Units History

Sales_Units_HistPlan Sales Units Products, Sales_Channels Data:

Sales_Units_Plan Sales Units - Plan Products, Sales_Channels Data:

Sales_Units_Plan_In Sales Units Products, Sales_Channels Data:

Sales_Units_Plan_tsum_plt Sales Units Products Data:

Time_History_Period Time Period Global Data:

Time_Period Time Period Global Data:

Time_Plan_Period Time Period Global Data:

Sales ForecastFormulas

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Formula / Data

model_date(1)

preve(1)if(isblank(0), 0, if(0=0, 0, 0/0))

if(Sales_Units_History=0, 0, Revenue_History/Sales_Units_History)

preve(1)if(isblank(Sales_Units_Plan), 0, if(Sales_Units_Plan=0, 0, Revenue_Plan/Sales_Units_Plan))

diminfo("Products", 7)

ifm(Time_Period

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Model Start 1/1/11

Variable Display LabelAssumptions_Sc_Off AssumptionsCompany_Name Company NamePlan_Date Plan DatePrice_Actual Avg Price - Actual

Price_History Price History

Price_Plan Avg Price - PlanProducts_Dim Products DimRevenue_History Revenue History

Revenue_HistPlan Revenue

Revenue_Plan Revenue - Plan

Revenue_Plan_tsum_plt RevenueSales_Units_History Sales Units HistorySales_Units_HistPlan Sales Units

Sales_Units_Plan Sales Units - PlanSales_Units_Plan_In Sales UnitsSales_Units_Plan_tsum_plt Sales Units

Time_History_Period Time Period

Time_Period Time Period

Time_Plan_Period Time Period

Dimension (item) Display Item As Total As Level AsProducts Products Total Products

Product_1 Product 1 Products

Product_2 Product 2

Sales_Channels Sales Channels Total Sales_ChannelsChannel_1 Channel 1 Sales_Channels

Channel_2 Channel 2

Sales ForecastLabels

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CommentA list of the assumptions provide for the sales planThe name of the business or company to which the sales plan refersThe date of the sales planAverage actual selling prices of each product in each market segment in each time period.This is computed from actual revenue and actual sales units, and it is not an input variable.

Prices of the products during the historical time range before the plan time range. This iscomputed from revenue history and sales units history; it is not input data.Prices of the products in each time period in the sales plan

Revenue in each historical time period before the beginning of the sales plan time range.This is input data.Historical and planned revenue in the total time range; that is, in the historical and plan timerangesRevenue for each time period in the sales plan, computed from price and sale units. Therevenue plan is computed, instead of input data, because prices are usually the most stableof the three main variable (revenue, units, and price), so the model uses price as one of theinput variables in the plan.

Total actual revenue for each product in the plan time range. Used to support plots.Sales units in his torical time before the sales plan time range. This is input data.Historical and planned sales units in the total time range; that is, in the historical and plantime rangesSales units in the sales plan, by time period. This is input data.Input data for sales units, in each time period of the sales planTotal planned sales units of each product in the total time range; that is, in the his torical and

plan time ranges. Used to support plots.Increasing counter for time periods in the history time range, where the first time period isnumbered 1Increasing counter for time periods in the model time range, where the first time period isnumbered 1Increasing counter for time periods in the plan time range, where the first time period isnumbered 1

CommentA list of the products and the product families to which they belong

A list of the sales channels or selling locations