Revenue goals worksheet (with example)

Our revenue goals worksheet is designed to help you set realistic targets across various products and customer segments. With this tool, you can forecast revenue for both new and current customers, ensuring that every dollar is accounted for.

What’s inside the template?

The revenue goals worksheet allows you to forecast and track revenue by segment:

• Product-level forecasts: Set revenue goals for different products, services, or regions.
• Customer segmentation: Divide your revenue forecast between new and existing customers to better understand growth areas.
• Customizable layout: Adjust product categories, customer segments, or channels to fit your specific business needs​.

The template includes built-in formulas to calculate total revenue automatically, helping you see whether you’re on track with your goals.

How to use it:

Here’s how you can maximize the revenue goals worksheet

1. Input revenue forecasts: Enter your revenue goals for both new and current customers, across various products or channels.
2. Segment your data: Customize the worksheet to reflect your product lines, geographic regions, or sales channels, and adjust the forecast accordingly.
3. Track total revenue: Use the built-in formulas to automatically calculate your total revenue based on your inputs, helping you track progress in real time.
4. Monitor performance: Adjust your forecasts as needed and use the worksheet to track your ongoing revenue performance throughout the year.

Download your revenue goals worksheet template

Revenue Goals Worksheet

Google Docs