Sales forecasting and demand planning spreadsheet for Excel

£19.99 GBP

Approx. 25 EUR / 32 USD

On completion click
Return to Merchant
to download template

Sales Controller Lite

Sales Controller Lite is an Excel based statistics template for sales forecasting and demand planning. It differs from the full version of Sales Controller in two ways. Firstly, it can only forecast one product line or item per file and secondly, there is no automatic curve fitting for the business cycle. In Sales Controller Lite, the business cycle is adjusted manually, which takes a bit longer. However, like the full version, monthly sales forecasts can be projected over a period of six years and you can create as many Sales Controller files as is needed, so the number of sales items that can be forecast is, in effect, limitless.

The Sales Controller Lite templates analyse your past sales history looking for patterns in the data that can be projected into the future. Sales Controller extracts four components from your sales history: the trend, seasonal, cyclical and erratic events components. The trend, seasonal and cyclical components are used to build the forecast. Erratic events such as strikes, storms, machinery breakdowns, etc cannot be forecast accurately using statistics software but nevertheless shouldn't be overlooked.

Sales forecasting and demand planning using any form of statistics software, simply provides a sound basis on which to add your own experience and judgement of what might happen in the future. So, for accurate sales forecasting and demand planning, Sales Controller, like all statistics software, should be used in conjunction with expert opinion.

Product Features

  • Familiar and intuitive Excel interface.
  • Context sensitive help text.
  • Comprehensive users guide.
  • Up to six years of sales history can be entered.
  • Forecast can start in any month.
  • Maximum of 6 years can be forecast in one file. No limit if multiple files are used.
  • Maximum of 1 user defined revenue stream can be forecast in one file.
  • Seasonal index table for revenue stream.
  • Forecast graphs and tables for revenue stream.
  • Graphs and tables display actual data compared to predicted data to determine forecast accuracy.
  • Link Sales Controller to other spreadsheets or to Budget Controller for automatic updates.
  • Multi-lingual support.

Spreadsheet Screen Shots

Based on Microsoft Excel our forecasting software is easy to use

Familiar Excel Interface

Familiar and intuitive Excel interface with simple menu driven navigation for easy access

Forecasts can start in any month based on up to six years of sales history

Forecast Based on Sales History

Forecasts can start in any month based on up to six years of sales history. We recommend using at least 3 years of sales history to improve the chances of Sales Controller finding the trends, especially when your sales are seasonal in nature.

Sales Controller has context sensitive help text

On Screen Help Text

Context sensitive help text complements the User Manual.

Our sales forecasting software is multi-lingual

Multi-Lingual

Multi-lingual support. Currently in English and Portuguese but the Language Dictionary permits users to enter a second language of their choice. The Language Dictionary can also be used to change text labels to descriptions that are more appropriate to your own organisation.

Add sales history

Add Sales History

Enter or copy / paste up to six years sales history into Sales Controller. You can forecast one sales item (product, division, company, etc) per file. There is no limit to the number of sales items that can be forecast in multiple files.

Forecast the trend component in your sales

The Sales Trend is Automatically Calculated

Regardless of other fluctuations, there is generally an overall sales trend. The trend is basically a straight-line calculated automatically using linear regression. The trend equation is incorporated into your final forecast. It is displayed here for information purposes only.

Forecasting the business cycle

Forecasting the Business Cycle

Sales are often effected by swings in general economic activity as consumers have more or less disposable income available. These fluctuations normally follow a wave-like pattern being at a crest when the economy is booming and a trough in times of recession.

Forecasting the seasonal component in your sales

Forecasting the Seasonal Component

There is normally a distinguishable seasonal pattern to sales during the year caused by such things as the weather, holidays, local customs and general consumer behaviour. Sales Controller calculates this automatically and incorporates it into your forecast.

Compare the sales forecast with your sales history

Compare Forecast Model with Sales History

Sales Controller now compares its forecast model with your sales history to show you how successful its been in finding and forecasting the trends in your data.

The final forecast combines the trend, business cycle and seasonal component

Review Your Forecast

Having established past trends, Sales Controller simply combines and projects them into the future to form the basis of your forecast. You can now copy / paste your forecast into Budget Controller Lite or your own spreadsheet for further discussion and review. Learn more about the the principles of sales forecasting...

Top of Page