Free forecast accuracy tracker for Excel
Shared a free tool some of you may find useful: a Forecast Accuracy Tracker (Excel). It compares the forecast you locked against what actually booked, period by period, and calculates variance, accuracy percent, and rolling three period accuracy for you. Six fictional sample periods are loaded so you can see it working before you touch it. No email wall beyond the download itself, and it works fine alongside whatever CRM you run. I am a director level commercial leader. I have led a Salesforce migration that rebuilt the opportunity process into one source of truth, and a HubSpot implementation for a growing commercial team. The discipline behind this tracker raised forecast accuracy by 19 percent at a regional industrial sales organization. The tracker is the measurement piece of a larger system I packaged as The TILEE Pipeline Governance Pack: a stage gate pipeline model, forecast governance cadence, a twelve KPI framework, and a 90 day rollout roadmap. If the tracker proves useful and you want the full system, Starter is here: tupshur1.gumroad.com/l/zklgf and Pro, with the team rollout materials, is here: tupshur1.gumroad.com/l/arlwel Free tracker: tupshur1.gumroad.com/l/grlgz Happy to answer questions about the method in the thread. The tracker measures the promise. The governance behind it is what moves the number. Tim Upshur, P Upshur Consulting
