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Forecast and month-end reporting pack

Forecast and month-end reporting formulas for Excel and Google Sheets.

Month-end reporting, cohort rollups, multi-sheet lookups, and forecast formulas for close-week reporting. Describe the logic once and get a formula, a short explanation, and an example you can check before you paste it into a live sheet.

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10/10 free generations
Works in
Excel and Google Sheets
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Example output

Forecast and month-end reporting example

Return monthly booked ARR by close month when close dates are in B2:B and ARR is in F2:F, filling empty months with zero.

Formula
=SUMIFS($F:$F,$B:$B,">="&EOMONTH(A2,-1)+1,$B:$B,"<="&EOMONTH(A2,0))
Why it works

It sums ARR by matching close dates into each month bucket so month-end rollups stay consistent.

Example

If one deal closes in May for 50000 and one in July for 80000, the monthly summary returns 50000 for May, 0 for June, and 80000 for July.

Describe the spreadsheet job

Pick a pack or describe the spreadsheet logic in plain English.

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Forecast rollups and month-end reporting

Use these examples for month-end rollups, forecast sheets, and cross-tab lookups.

Trial resets 24 hour reset

Start with a proven use case

Choose a pack if you want a concrete starting point for commissions, pipeline cleanup, or close-week reporting.

RevOps pack
Commission and attainment

Quota pacing, tiered commissions, accelerators, clawbacks, and attainment math for comp plans and payout sheets.

  • Tiered commission plans with quota gates.
  • Accelerators above quota without manual payout math.
  • Monthly payout schedules that are easy to review.
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Ops cleanup pack
Pipeline hygiene and stage math

Stage counts, date windows, stale-opportunity flags, weighted pipeline, and CRM cleanup formulas.

  • Stale deal detection before forecast review.
  • Missing next-step flags after CRM exports.
  • Weighted pipeline math tied to stage probability tables.
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Close week pack
Forecast and month-end reporting

Month-end reporting, cohort rollups, multi-sheet lookups, and forecast formulas for close-week reporting.

  • Month-end ARR rollups for finance review.
  • Cohort and headcount lookups across messy tabs.
  • Board-ready forecast math built from raw exports.
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Forecast Rollup Formula Generator for Close Week | FormulaGrok